MAMB — Northern Lts Fd Tr IV Institutional Holders · Q2 2026
Who owns Northern Lts Fd Tr IV (MAMB)? 11 institutions reported holding $184.00M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Kingsview Wealth Management, LLC ($180.9M), LPL Financial LLC ($1.9M), Citadel Advisors LLC ($371,759).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | $180.9M | 7.5M | Added |
| 2 | LPL Financial LLC | $1.9M | 80,380 | Added |
| 3 | CITADEL ADVISORS LLC | $371,759 | 15,460 | Added |
| 4 | TBH Global Asset Management, LLC | $275,797 | 11,469 | New |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $258,909 | 10,767 | New |
| 6 | OSAIC HOLDINGS, INC. | $162,269 | 6,751 | Added |
| 7 | MORGAN STANLEY | $121,796 | 5,065 | Added |
| 8 | UBS Group AG | $19,286 | 802 | Trimmed |
| 9 | FMR LLC | $271 | 11 | Hold |
| 10 | Royal Bank of Canada | $0 | 0 | Exited |
| 11 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30