Institutional Ownership
Northern Lts Fd Tr IV
CUSIP 66538H252MONARCH BLUE CHMBCEQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
10
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | 3.86M | $133.12M |
| 2 | Goldman Sachs Group Inc | 469.5K | $16.19M |
| 3 | Lpl Financial LLC | 32.5K | $1.12M |
| 4 | Wbi Investments, LLC | 8.7K | $299.5K |
| 5 | Jane Street Group, LLC | 6.9K | $236.9K |
| 6 | Maridea Wealth Management LLC | 6.8K | $233.4K |
| 7 | Morgan Stanley | 1.8K | $63.7K |
| 8 | Ubs Group AG | 1.5K | $52.6K |
| 9 | Royal Bank Of Canada | 1.4K | $48.0K |
| 10 | Ae Wealth Management LLC | 747 | $25.8K |