# NORTHERN LTS FD TR IV MONARCH VOL FACT

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.

## Summary

- Issuer: NORTHERN LTS FD TR IV
- Class: MONARCH VOL FACT
- CUSIP: 66537J812
- 13F holders: 9
- 13F value: $143.3M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Kingsview Wealth Management, LLC](https://search.stillhousedata.com/firm/148107) | GRANTS PASS, OR | $140.0M | 4,348,501 |
| [MILLINGTON SECURITIES, LLC](https://search.stillhousedata.com/firm/147298) | RED BANK, NJ | $1.1M | 35,345 |
| [WBI INVESTMENTS, INC.](https://search.stillhousedata.com/firm/106336) | 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](https://search.stillhousedata.com/firm/312073) | 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 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/66537J812.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
