NORTHERN LTS FD TR IV MONARCH BLUE CH is a security (CUSIP 66538H252) tracked across SEC portfolio filings. 13 institutional managers reported $151.9M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Kingsview Wealth Management, LLC | GRANTS PASS, OR | $133.1M | 3,859,663 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $16.2M | 469,483 |
| LPL Financial LLC | FORT MILL, SC | $1.1M | 32,458 |
| MILLINGTON SECURITIES, LLC | RED BANK, NJ | $300K | 8,685 |
| WBI INVESTMENTS, INC. | Red Bank, NJ | $300K | 8,685 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $237K | 6,869 |
| Maridea Wealth Management LLC | BROOKLYN, NY | $233K | 6,768 |
| RFG Advisory, LLC | BIRMINGHAM, AL | $232K | 5,575 |
| MORGAN STANLEY | NEW YORK, NY | $64K | 1,846 |
| UBS Group AG | Zurich, V8 | $53K | 1,524 |
| Royal Bank of Canada | TORONTO, A6 | $48K | 1,399 |
| AE Wealth Management LLC | TOPEKA, KS | $31K | 747 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |