NORTHERN LTS FD TR IV (MDPL)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
7
Reporting holders
$53.9M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | $52.6M | 2,126,098 | 0.64% | 10q | -3.0%-$1.6M |
| LPL Financial LLC | $623.1K | 25,167 | 0.00% | 2q | +128.9%+$350.9K |
| GOLDMAN SACHS GROUP INC | $542.8K | 21,923 | 0.00% | 7q | HELD |
| JPMORGAN CHASE & CO | $47.7K | 1,925 | 0.00% | new | NEW |
| AE Wealth Management LLC | $6.6K | 266 | 0.00% | 2q | HELD |
| MORGAN STANLEY | $5.4K | 217 | 0.00% | new | NEW |
| UBS Group AG | $1.4K | 55 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 7 | $53.9M | 2,175,651 | 3 | 1 | 1 | 0.0% |
| Q1 2026 | 6 | $57.3M | 2,233,165 | 4 | 1 | 0 | 0.0% |
| Q4 2025 | 5 | $56.3M | 2,096,420 | 1 | 1 | 1 | 0.0% |
| Q3 2025 | 5 | $55.4M | 2,087,955 | 1 | 0 | 3 | 0.0% |
| Q2 2025 | 4 | $56.8M | 2,179,950 | 0 | 2 | 1 | 0.0% |
| Q1 2025 | 4 | $56.8M | 2,162,734 | 0 | 0 | 3 | 0.0% |
| Q4 2024 | 5 | $59.7M | 2,358,655 | 2 | 2 | 1 | 0.0% |
| Q3 2024 | 3 | $35.5M | 1,326,305 | 1 | 0 | 1 | 0.0% |
| Q2 2024 | 2 | $33.4M | 1,341,967 | 0 | 1 | 0 | 0.0% |
| Q1 2024 | 4 | $35.6M | 1,349,027 | 4 | 0 | 0 | 0.0% |