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 | Added to | 2,059,198 | 55,268 | 0.8% | 0.83% | 1 | +8,830 | 0.43% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 21,922 | 588 | 0.0% | 0.0% | 2 | +821 | 3.89% | Q4 2025 | Mar 25, 2026 |
| Brookstone Capital Management | History | No change | 14,240 | 382 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Premier Financial Group | History | New | 934 | 25 | 0.01% | — | 4 | +934 | New | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Reduced | 126 | 3 | 0.0% | 0.0% | 5 | -440 | -77.74% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -840 | -100.0% | Q3 2025 | Nov 26, 2025 |