MSSS — Northern Lts Fd Tr IV Institutional Holders · Q2 2026
Who owns Northern Lts Fd Tr IV (MSSS)? 8 institutions reported holding $141.36M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Kingsview Wealth Management, LLC ($138.8M), LPL Financial LLC ($1.5M), Goldman Sachs Group Inc ($492,341).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | $138.8M | 3.9M | Added |
| 2 | LPL Financial LLC | $1.5M | 42,687 | Added |
| 3 | GOLDMAN SACHS GROUP INC | $492,341 | 13,761 | Hold |
| 4 | WBI INVESTMENTS, LLC | $485,121 | 13,559 | Added |
| 5 | MORGAN STANLEY | $75,420 | 2,108 | Added |
| 6 | AE Wealth Management LLC | $17,460 | 488 | Hold |
| 7 | Royal Bank of Canada | $0 | 0 | Exited |
| 8 | Premier Financial Group | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30