Institutional Ownership
Northern Lts Fd Tr IV
CUSIP 66537J838MONARCH SEL SUBSMSSSQ1 2026
Institutional Holders
8
13F filers
Shares Held
3.89M
Aggregate institutional
Institutional Value
$116.20M
Q1 2026
Net New Holders
+3
5 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased1
Decreased0
Sold out2
Institutional Holders
8 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | 3.84M | $114.85M | +63.0K | Added |
| 2 | Lpl Financial LLC | 16.9K | $505.6K | +16.9K | New |
| 3 | Goldman Sachs Group Inc | 13.8K | $411.4K | +13.8K | New |
| 4 | Wbi Investments, LLC | 10.0K | $299.8K | +10.0K | New |
| 5 | Morgan Stanley | 1.8K | $54.0K | 0 | Held |
| 6 | Royal Bank Of Canada | 1.3K | $38.0K | +1.3K | New |
| 7 | Premier Financial Group | 1.2K | $35.6K | 0 | Held |
| 8 | Ae Wealth Management LLC | 488 | $14.6K | +488 | New |