Northern Lights Fund Trust IV - MDPL
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 | Reduced | 2,126,098 | 52,642 | 0.64% | 0.77% | 1 | -65,028 | -2.97% | Q2 2026 | Aug 18, 2026 |
| LPL Financial LLC | History | Added to | 25,167 | 623 | 0.0% | 0.0% | 2 | +14,173 | 128.92% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 21,923 | 542 | 0.0% | 0.0% | 3 | +1 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | New | 1,925 | 47 | 0.0% | — | 4 | +1,925 | New | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 266 | 6 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MORGAN STANLEY | History | New | 217 | 5 | 0.0% | — | 6 | +217 | New | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | New | 55 | 1 | 0.0% | — | 7 | +55 | New | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,916 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -941 | -100.0% | Q2 2026 | Aug 14, 2026 |