Northern Lights Fund Trust IV - MPRO
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 | 7,413,903 | 242,028 | 2.93% | 3.14% | 1 | +51,128 | 0.69% | Q2 2026 | Aug 18, 2026 |
| LPL Financial LLC | History | Added to | 182,672 | 5,963 | 0.0% | 0.0% | 2 | +121,457 | 198.41% | Q2 2026 | Aug 07, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 163,425 | 5,352 | 4.11% | 4.17% | 3 | +5,360 | 3.39% | Q2 2026 | Jul 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 25,634 | 836 | 0.0% | — | 4 | +25,634 | New | Q2 2026 | Aug 14, 2026 |
| MILLINGTON SECURITIES, LLC | History | No change | 17,710 | 553 | 0.15% | 0.15% | 5 | 0 | 0.0% | Q1 2026 | Jul 15, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 13,870 | 452 | 0.11% | 0.15% | 6 | -3,840 | -21.68% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | New | 13,748 | 448 | 0.0% | — | 7 | +13,748 | New | Q2 2026 | Sep 02, 2026 |
| RFG Advisory, LLC | History | Reduced | 11,475 | 374 | 0.01% | 0.01% | 8 | -302 | -2.56% | Q2 2026 | Jul 15, 2026 |
| Compass Ion Advisors, LLC | History | New | 8,004 | 261 | 0.02% | — | 9 | +8,004 | New | Q2 2026 | Aug 12, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 6,391 | 208 | 0.02% | 0.03% | 10 | -33 | -0.51% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | Added to | 5,465 | 178 | 0.0% | 0.0% | 11 | +881 | 19.22% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 1,240 | 40 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -3,761 | -100.0% | Q2 2026 | Aug 14, 2026 |