Institutional Ownership
Northern Lts Fd Tr IV
CUSIP 66538H245MONARCH PROCAP IMPROQ1 2026
Institutional Holders
9
13F filers
Shares Held
7.63M
Aggregate institutional
Institutional Value
$238.23M
Q1 2026
Net New Holders
-1
4 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased4
Decreased1
Sold out5
Institutional Holders
9 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | 7.36M | $230.01M | +222.4K | Added |
| 2 | 4wealth Advisors, Inc. | 158.1K | $4.88M | +15.6K | Added |
| 3 | Lpl Financial LLC | 61.2K | $1.91M | +47.9K | Added |
| 4 | Wbi Investments, LLC | 17.7K | $553.3K | +17.7K | New |
| 5 | Rfg Advisory, LLC | 11.8K | $367.9K | −189 | Reduced |
| 6 | Maridea Wealth Management LLC | 6.4K | $200.7K | +6.4K | New |
| 7 | Morgan Stanley | 4.6K | $143.2K | +1 | Added |
| 8 | Royal Bank Of Canada | 3.8K | $117.0K | +3.8K | New |
| 9 | Ae Wealth Management LLC | 1.2K | $38.7K | +1.2K | New |