NORTHERN LTS FD TR IV
CUSIP 66538H260
Northern Lts Fd Tr IV has 8 institutional holders in Filings Flow’s 13F database, together reporting 7.12M shares worth $172M as of Q1 2026. The largest reported holders are Kingsview Wealth Management, LLC, Lpl Financial LLC, and Citadel Advisors LLC.
Institutional Holders
8
Q1 2026
Reported Value
$172M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Kingsview Wealth Management, LLC$7.3B AUM | 2.32% | $170M | 7.05M | Q1 2026 |
| Premier Financial Group$587M AUM | 0.02% | $70,253 | 2.9K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $985,757 | 40.9K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $146,689 | 6.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $249,910 | 10.4K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $82,000 | 3.4K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $103,219 | 4.3K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $27,792 | 1.2K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $831 | 36 | Q2 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $271 | 11 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.