Northern Lights Fund Trust IV - MAMB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | History | Added to | 6,278,529 | 150,119 | 2.16% | 2.17% | 1 | +286,319 | 4.78% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Added to | 11,010 | 263 | 0.0% | 0.0% | 2 | +1,329 | 13.73% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 6,504 | 155 | 0.0% | — | 3 | +6,504 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | New | 4,317 | 103 | 0.0% | — | 4 | +4,317 | New | Q4 2025 | Feb 13, 2026 |
| Premier Financial Group | History | New | 2,937 | 70 | 0.02% | — | 5 | +2,937 | New | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,292 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -35 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FMR LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 17, 2026 |