9 institutions reported holding $171.6M of NORTHERN LTS FD TR IV (MAMB) in SEC 13F filings for 2026-03-31. Largest institutional holders: Kingsview Wealth Management, LLC ($170.0M), LPL Financial LLC ($985,757), CITADEL ADVISORS LLC ($249,910), OSAIC HOLDINGS, INC. ($146,689), MORGAN STANLEY ($104,057). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | $170.0M | 7.1M | Added |
| 2 | LPL Financial LLC | $985,757 | 40,896 | Added |
| 3 | CITADEL ADVISORS LLC | $249,910 | 10,368 | New |
| 4 | OSAIC HOLDINGS, INC. | $146,689 | 6,091 | Trimmed |
| 5 | MORGAN STANLEY | $104,057 | 4,317 | Hold |
| 6 | Royal Bank of Canada | $82,000 | 3,388 | New |
| 7 | UBS Group AG | $27,792 | 1,153 | New |
| 8 | FMR LLC | $271 | 11 | Hold |
| 9 | Premier Financial Group | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31