Institutional Ownership
Northern Lts Fd Tr IV
CUSIP 66538H252MONARCH BLUE CHMBCEQ1 2026
Institutional Holders
10
13F filers
Shares Held
4.39M
Aggregate institutional
Institutional Value
$151.39M
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
Increased4
Decreased1
Sold out2
Institutional Holders
10 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | 3.86M | $133.12M | +485.1K | Added |
| 2 | Goldman Sachs Group Inc | 469.5K | $16.19M | −7.7K | Reduced |
| 3 | Lpl Financial LLC | 32.5K | $1.12M | +24.7K | Added |
| 4 | Wbi Investments, LLC | 8.7K | $299.5K | +8.7K | New |
| 5 | Jane Street Group, LLC | 6.9K | $236.9K | +6.9K | New |
| 6 | Maridea Wealth Management LLC | 6.8K | $233.4K | +6.8K | New |
| 7 | Morgan Stanley | 1.8K | $63.7K | +15 | Added |
| 8 | Ubs Group AG | 1.5K | $52.6K | +1.5K | Added |
| 9 | Royal Bank Of Canada | 1.4K | $48.0K | +1.4K | New |
| 10 | Ae Wealth Management LLC | 747 | $25.8K | +747 | New |