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 | 7,140,337 | 218,994 | 3.16% | 3.07% | 1 | +553,526 | 8.4% | Q4 2025 | Feb 09, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 142,457 | 4,369 | 3.73% | 3.85% | 2 | +1,145 | 0.81% | Q4 2025 | Jan 21, 2026 |
| JANE STREET GROUP, LLC | History | New | 32,689 | 1,002 | 0.0% | — | 3 | +32,689 | New | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 13,319 | 408 | 0.0% | 0.0% | 4 | +2,259 | 20.42% | Q4 2025 | Feb 11, 2026 |
| RFG Advisory, LLC | History | Reduced | 11,966 | 366 | 0.01% | 0.01% | 5 | -2,206 | -15.57% | Q4 2025 | Feb 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 9,043 | 277 | 0.0% | — | 6 | +9,043 | New | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Reduced | 6,576 | 201 | 0.0% | 0.0% | 7 | -26 | -0.39% | Q4 2025 | Jan 15, 2026 |
| MORGAN STANLEY | History | Added to | 4,583 | 140 | 0.0% | — | 8 | +4,582 | 458200.0% | Q4 2025 | Feb 13, 2026 |
| Premier Financial Group | History | New | 3,995 | 122 | 0.03% | — | 9 | +3,995 | New | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | New | 164 | 5 | 0.0% | — | 10 | +164 | New | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,089 | -100.0% | Q3 2025 | Nov 14, 2025 |