12 institutions reported holding $151.4M of NORTHERN LTS FD TR IV (MBCC) in SEC 13F filings for 2026-03-31. Largest institutional holders: Kingsview Wealth Management, LLC ($133.1M), GOLDMAN SACHS GROUP INC ($16.2M), LPL Financial LLC ($1.1M), WBI INVESTMENTS, LLC ($299,546), JANE STREET GROUP, LLC ($236,912). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | $133.1M | 3.9M | Added |
| 2 | GOLDMAN SACHS GROUP INC | $16.2M | 469,483 | Trimmed |
| 3 | LPL Financial LLC | $1.1M | 32,458 | Added |
| 4 | WBI INVESTMENTS, LLC | $299,546 | 8,685 | New |
| 5 | JANE STREET GROUP, LLC | $236,912 | 6,869 | New |
| 6 | Maridea Wealth Management LLC | $233,428 | 6,768 | New |
| 7 | MORGAN STANLEY | $63,691 | 1,846 | Added |
| 8 | UBS Group AG | $52,563 | 1,524 | Added |
| 9 | Royal Bank of Canada | $48,000 | 1,399 | New |
| 10 | AE Wealth Management LLC | $25,764 | 747 | New |
| 11 | RFG Advisory, LLC | $0 | 0 | Exited |
| 12 | Premier Financial Group | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31