9 institutions reported holding $53.9M of NORTHERN LTS FD TR IV (MDPL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Kingsview Wealth Management, LLC ($52.6M), LPL Financial LLC ($623,135), GOLDMAN SACHS GROUP INC ($542,813), JPMORGAN CHASE & CO ($47,702), AE Wealth Management LLC ($6,586). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | $52.6M | 2.1M | Trimmed |
| 2 | LPL Financial LLC | $623,135 | 25,167 | Added |
| 3 | GOLDMAN SACHS GROUP INC | $542,813 | 21,923 | Added |
| 4 | JPMORGAN CHASE & CO | $47,702 | 1,925 | New |
| 5 | AE Wealth Management LLC | $6,586 | 266 | Hold |
| 6 | MORGAN STANLEY | $5,373 | 217 | New |
| 7 | UBS Group AG | $1,362 | 55 | New |
| 8 | Royal Bank of Canada | $0 | 0 | Exited |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30