Northern Lights Fund Trust IV - MBCC
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 | 3,374,521 | 124,587 | 1.79% | 1.76% | 1 | +238,083 | 7.59% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 477,196 | 17,618 | 0.0% | 0.0% | 2 | +326,226 | 216.09% | Q4 2025 | Mar 25, 2026 |
| LPL Financial LLC | History | Added to | 7,778 | 287 | 0.0% | 0.0% | 3 | +1,212 | 18.46% | Q4 2025 | Feb 11, 2026 |
| RFG Advisory, LLC | History | Reduced | 5,816 | 214 | 0.0% | 0.01% | 4 | -949 | -14.03% | Q4 2025 | Feb 03, 2026 |
| MORGAN STANLEY | History | Added to | 1,831 | 67 | 0.0% | — | 5 | +1,829 | 91450.0% | Q4 2025 | Feb 13, 2026 |
| Premier Financial Group | History | New | 1,260 | 46 | 0.01% | — | 6 | +1,260 | New | Q4 2025 | Feb 09, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Reduced | 12 | 0 | — | 0.0% | — | -117 | -90.7% | Q4 2025 | Jan 29, 2026 |