Northern Lights Fund Trust IV - MSSS
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 | 3,778,191 | 114,328 | 1.65% | 1.81% | 1 | -72,015 | -1.87% | Q4 2025 | Feb 09, 2026 |
| Brookstone Capital Management | History | Reduced | 13,477 | 407 | 0.0% | 0.0% | 2 | -3 | -0.02% | Q4 2025 | Jan 15, 2026 |
| MORGAN STANLEY | History | New | 1,805 | 54 | 0.0% | — | 3 | +1,805 | New | Q4 2025 | Feb 13, 2026 |
| Premier Financial Group | History | New | 1,171 | 35 | 0.01% | — | 4 | +1,171 | New | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Reduced | 55 | 1 | 0.0% | 0.0% | 5 | -822 | -93.73% | Q4 2025 | Jan 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,485 | -100.0% | Q3 2025 | Nov 14, 2025 |