14 institutions reported holding $238.2M of NORTHERN LTS FD TR IV (MPRO) in SEC 13F filings for 2026-03-31. Largest institutional holders: Kingsview Wealth Management, LLC ($230.0M), 4WEALTH ADVISORS, INC. ($4.9M), LPL Financial LLC ($1.9M), WBI INVESTMENTS, LLC ($553,260), RFG Advisory, LLC ($367,912). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | $230.0M | 7.4M | Added |
| 2 | 4WEALTH ADVISORS, INC. | $4.9M | 158,065 | Added |
| 3 | LPL Financial LLC | $1.9M | 61,215 | Added |
| 4 | WBI INVESTMENTS, LLC | $553,260 | 17,710 | New |
| 5 | RFG Advisory, LLC | $367,912 | 11,777 | Trimmed |
| 6 | Maridea Wealth Management LLC | $200,686 | 6,424 | New |
| 7 | MORGAN STANLEY | $143,218 | 4,584 | Added |
| 8 | Royal Bank of Canada | $117,000 | 3,761 | New |
| 9 | AE Wealth Management LLC | $38,738 | 1,240 | New |
| 10 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 11 | Brookstone Capital Management | $0 | 0 | Exited |
| 12 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
| 13 | UBS Group AG | $0 | 0 | Exited |
| 14 | Premier Financial Group | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31