7 institutions reported holding $112.7M of NORTHERN LTS FD TR IV (FMCX) in SEC 13F filings for 2026-06-30. Largest institutional holders: FIRST MANHATTAN CO. LLC. ($97.7M), BANK OF AMERICA CORP /DE/ ($14.6M), GTS SECURITIES LLC ($369,074), Avalon Trust Co ($96,940), UBS Group AG ($5,294). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | FIRST MANHATTAN CO. LLC. | $97.7M | 2.6M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $14.6M | 391,802 | New |
| 3 | GTS SECURITIES LLC | $369,074 | 9,899 | Trimmed |
| 4 | Avalon Trust Co | $96,940 | 2,600 | Hold |
| 5 | UBS Group AG | $5,294 | 142 | Trimmed |
| 6 | NBC SECURITIES, INC. | $2,609 | 70 | Hold |
| 7 | FMR LLC | $37 | 1 | New |
Source: SEC Form 13F filings · as of 2026-06-30