10 institutions reported holding $116.2M of NORTHERN LTS FD TR IV (MSSS) in SEC 13F filings for 2026-03-31. Largest institutional holders: Kingsview Wealth Management, LLC ($114.8M), LPL Financial LLC ($505,643), GOLDMAN SACHS GROUP INC ($411,433), WBI INVESTMENTS, LLC ($299,755), MORGAN STANLEY ($53,967). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | $114.8M | 3.8M | Added |
| 2 | LPL Financial LLC | $505,643 | 16,912 | New |
| 3 | GOLDMAN SACHS GROUP INC | $411,433 | 13,761 | New |
| 4 | WBI INVESTMENTS, LLC | $299,755 | 10,026 | New |
| 5 | MORGAN STANLEY | $53,967 | 1,805 | Hold |
| 6 | Royal Bank of Canada | $38,000 | 1,265 | New |
| 7 | Premier Financial Group | $35,575 | 1,171 | Hold |
| 8 | AE Wealth Management LLC | $14,590 | 488 | New |
| 9 | Brookstone Capital Management | $0 | 0 | Exited |
| 10 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31