Institutional Ownership
Northern Lts Fd Tr IV
CUSIP 66537J820MONARCH VOL FACTMVFDQ1 2026
Institutional Holders
4
13F filers
Shares Held
3.39M
Aggregate institutional
Institutional Value
$99.33M
Q1 2026
Net New Holders
+1
2 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased2
Decreased0
Sold out1
Institutional Holders
4 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | 3.27M | $95.87M | +372.8K | Added |
| 2 | Wbi Investments, LLC | 54.3K | $1.59M | +54.3K | New |
| 3 | Envestnet Asset Management Inc | 52.2K | $1.53M | +52.2K | New |
| 4 | West Michigan Advisors, LLC | 11.9K | $348.4K | +4.2K | Added |