NORTHERN LTS FD TR IV MONARCH PROCAP I is a security (CUSIP 66538H245) tracked across SEC portfolio filings. 11 institutional managers reported $239.3M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Kingsview Wealth Management, LLC | GRANTS PASS, OR | $230.0M | 7,362,775 |
| 4WEALTH ADVISORS, INC. | Burr Ridge, IL | $5.4M | 163,425 |
| LPL Financial LLC | FORT MILL, SC | $1.9M | 61,215 |
| MILLINGTON SECURITIES, LLC | RED BANK, NJ | $553K | 17,710 |
| WBI INVESTMENTS, INC. | Red Bank, NJ | $553K | 17,710 |
| RFG Advisory, LLC | BIRMINGHAM, AL | $375K | 11,475 |
| Maridea Wealth Management LLC | BROOKLYN, NY | $209K | 6,391 |
| MORGAN STANLEY | NEW YORK, NY | $143K | 4,584 |
| Royal Bank of Canada | TORONTO, A6 | $117K | 3,761 |
| AE Wealth Management LLC | TOPEKA, KS | $40K | 1,240 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |