13FBOX
NORTHERN LTS FD TR IV · 13F Institutional Holdings
Options Calculator Rankings
N

NORTHERN LTS FD TR IV

MPRO
Institutions
12
Combined AUM (Q2 2026)
$244.7M
Combined Shares (Q2 2026)
7.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+197,377
7 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-7,936
4 · 1 Exit · ≈
⚖️ Net
+189,441
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$244.7M
Institutions
12
New Buys
4
Adds
3
Reduces
3
Exits
1
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Kingsview Wealth Management, LLC
4.05%3.14%#2$230.0M7.4M$230.0M7.4M00.00%Unchanged
LPL Financial LLC
<0.01%<0.01%#8$6.0M182,672$1.9M61,215+121,457+198.41%Add
4WEALTH ADVISORS, INC.
4.11%4.17%#1$5.4M163,425$4.9M158,065+5,360+3.39%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#10$836,82725,634$00+25,634New Buy
MILLINGTON SECURITIES, LLC
0.21%#3$553,26017,710$00+17,710New Buy
WBI INVESTMENTS, LLC
0.11%0.16%#4$452,78913,870$553,26017,710-3,840-21.68%Reduce
CITADEL ADVISORS LLC
<0.01%#11$448,80613,748$00+13,748New Buy
RFG Advisory, LLC
0.01%0.01%#7$374,62011,475$367,91211,777-302-2.56%Reduce
Compass Ion Advisors, LLC
0.02%#6$261,2938,004$00+8,004New Buy
Maridea Wealth Management LLC
0.02%0.03%#5$208,6356,391$200,6866,424-33-0.51%Reduce
MORGAN STANLEY
<0.01%<0.01%#12$178,4135,465$571+5,464+546,400.00%Add
AE Wealth Management LLC
<0.01%<0.01%#9$40,4801,240$38,7381,24000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow