NORTHERN LTS FD TR IV MONARCH VOL FACT is a security (CUSIP 66537J812) tracked across SEC portfolio filings. 9 institutional managers reported $143.3M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Kingsview Wealth Management, LLC | GRANTS PASS, OR | $140.0M | 4,348,501 |
| MILLINGTON SECURITIES, LLC | RED BANK, NJ | $1.1M | 35,345 |
| WBI INVESTMENTS, INC. | Red Bank, NJ | $1.1M | 35,345 |
| Maridea Wealth Management LLC | BROOKLYN, NY | $346K | 9,963 |
| PFG Investments, LLC | WOODBURY, NY | $322K | 9,281 |
| WEST MICHIGAN ADVISORS, LLC | HOLLAND, MI | $294K | 9,120 |
| FMR LLC | BOSTON, MA | $7K | 207 |
| UBS Group AG | Zurich, V8 | $1K | 42 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |