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Institutional Ownership

Northern Lts Fd Tr IV

CUSIP 66538H260MONARCH AMBASSADMAMBQ1 2026

13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
Max % of class reported
Institutional Holders
8
13F filers (latest quarter)

Beneficial Owners — Schedule 13D / 13G

Schedule 13D (activist) & 13G (passive) 5%+ ownership filings

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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

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#FundSharesValue
1Kingsview Wealth Management, LLC7.05M$169.96M
2Lpl Financial LLC40.9K$985.8K
3Citadel Advisors LLC10.4K$249.9K
4Osaic Holdings, Inc.6.1K$146.7K
5Morgan Stanley4.3K$104.1K
6Royal Bank Of Canada3.4K$82.0K
7Ubs Group AG1.2K$27.8K
8Fmr LLC11$271