NORTHERN LTS FD TR IV (MSSS)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
6
Reporting holders
$141.4M
Reported value
0.0%
Held as options
-3
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 | $138.8M | 3,878,483 | 1.68% | 10q | +1.0%+$1.3M |
| LPL Financial LLC | $1.5M | 42,687 | 0.00% | 2q | +152.4%+$922.2K |
| GOLDMAN SACHS GROUP INC | $492.3K | 13,761 | 0.00% | 2q | HELD |
| WBI INVESTMENTS, LLC | $485.1K | 13,559 | 0.12% | 2q | +35.2%+$126.4K |
| MORGAN STANLEY | $75.4K | 2,108 | 0.00% | 3q | +16.8%+$10.8K |
| AE Wealth Management LLC | $17.5K | 488 | 0.00% | 2q | HELD |
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 | 6 | $141.4M | 3,951,086 | 0 | 4 | 0 | 0.0% |
| Q1 2026 | 9 | $116.5M | 3,896,624 | 5 | 1 | 0 | 0.0% |
| Q4 2025 | 5 | $114.8M | 3,794,699 | 2 | 0 | 2 | 0.0% |
| Q3 2025 | 4 | $119.3M | 3,883,048 | 1 | 1 | 1 | 0.0% |
| Q2 2025 | 4 | $90.8M | 3,076,353 | 1 | 0 | 3 | 0.0% |
| Q1 2025 | 3 | $104.0M | 3,834,117 | 0 | 1 | 1 | 0.0% |
| Q4 2024 | 3 | $106.9M | 3,888,525 | 0 | 2 | 1 | 0.0% |
| Q3 2024 | 5 | $61.8M | 2,132,406 | 0 | 3 | 1 | 0.0% |
| Q2 2024 | 5 | $54.8M | 2,182,672 | 3 | 0 | 1 | 0.0% |
| Q1 2024 | 2 | $58.3M | 2,276,221 | 2 | 0 | 0 | 0.0% |