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

NORTHERN LTS FD TR IV

MBCE
Institutions
10
Combined AUM (Q2 2026)
$158.4M
Combined Shares (Q2 2026)
4.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+90,875
7 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-9,792
3 · 3 Exit · ≈
⚖️ Net
+81,083
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$158.4M
Institutions
10
New Buys
3
Adds
4
Reduces
0
Exits
3
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Kingsview Wealth Management, LLC
2.34%1.82%#1$133.1M3.9M$133.1M3.9M00.00%Unchanged
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#6$19.5M469,483$16.2M469,48300.00%Unchanged
LPL Financial LLC
<0.01%<0.01%#7$4.2M101,166$1.1M32,458+68,708+211.68%Add
WBI INVESTMENTS, LLC
0.09%0.09%#3$376,4569,049$299,5468,685+364+4.19%Add
MILLINGTON SECURITIES, LLC
0.11%#2$299,5468,685$00+8,685New Buy
Maridea Wealth Management LLC
0.03%0.03%#4$283,3106,810$233,4286,768+42+0.62%Add
RFG Advisory, LLC
<0.01%#5$231,9355,575$00+5,575New Buy
JPMORGAN CHASE & CO
<0.01%#9$217,3395,338$00+5,338New Buy
MORGAN STANLEY
<0.01%<0.01%#10$90,0682,165$942+2,163+108,150.00%Add
AE Wealth Management LLC
<0.01%<0.01%#8$31,077747$25,76474700.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow