Institutional Ownership
Northern Lts Fd Tr IV
CUSIP 66538H260MONARCH AMBASSADMAMBQ1 2026
Institutional Holders
8
13F filers
Shares Held
7.12M
Aggregate institutional
Institutional Value
$171.55M
Q1 2026
Net New Holders
+2
3 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased2
Decreased1
Sold out1
Institutional Holders
8 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | 7.05M | $169.96M | +772.5K | Added |
| 2 | Lpl Financial LLC | 40.9K | $985.8K | +29.9K | Added |
| 3 | Citadel Advisors LLC | 10.4K | $249.9K | +10.4K | New |
| 4 | Osaic Holdings, Inc. | 6.1K | $146.7K | −413 | Reduced |
| 5 | Morgan Stanley | 4.3K | $104.1K | 0 | Held |
| 6 | Royal Bank Of Canada | 3.4K | $82.0K | +3.4K | New |
| 7 | Ubs Group AG | 1.2K | $27.8K | +1.2K | New |
| 8 | Fmr LLC | 11 | $271 | 0 | Held |