# NORTHERN LTS FD TR IV (MSSS)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MSSS/

- Reporting holders: 6
- Reported value: $141.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Kingsview Wealth Management, LLC](https://holderbook.com/funds/1791965-kingsview-wealth-management-llc/) | $138.8M | 3,878,483 | 1.7% | 10 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $1.5M | 42,687 | 0.0% | 2 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $492.3K | 13,761 | 0.0% | 2 |
| [WBI INVESTMENTS, LLC](https://holderbook.com/funds/1397424-wbi-investments-llc/) | $485.1K | 13,559 | 0.1% | 2 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $75.4K | 2,108 | 0.0% | 3 |
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $17.5K | 488 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 6 | $141.4M |
| Q1 2026 | 9 | $116.5M |
| Q4 2025 | 5 | $114.8M |
| Q3 2025 | 4 | $119.3M |
| Q2 2025 | 4 | $90.8M |
| Q1 2025 | 3 | $104.0M |
| Q4 2024 | 3 | $106.9M |
| Q3 2024 | 5 | $61.8M |
| Q2 2024 | 5 | $54.8M |
| Q1 2024 | 2 | $58.3M |