Institutional Ownership
Northern Lts Fd Tr IV
CUSIP 66537J846MONARCH DIVID PLMDPLQ1 2026
Institutional Holders
6
13F filers
Shares Held
2.23M
Aggregate institutional
Institutional Value
$57.32M
Q1 2026
Net New Holders
+1
4 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased1
Decreased0
Sold out3
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | 2.19M | $56.24M | +131.9K | Added |
| 2 | Goldman Sachs Group Inc | 21.9K | $562.7K | 0 | Held |
| 3 | Lpl Financial LLC | 11.0K | $282.2K | +11.0K | New |
| 4 | Susquehanna International Group, LLP | 7.9K | $203.2K | +7.9K | New |
| 5 | Royal Bank Of Canada | 941 | $24.0K | +941 | New |
| 6 | Ae Wealth Management LLC | 266 | $6.8K | +266 | New |