NORTHERN LTS FD TR IV MONARCH AMBASSAD is a security (CUSIP 66538H260) tracked across SEC portfolio filings. 10 institutional managers reported $171.8M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Kingsview Wealth Management, LLC | GRANTS PASS, OR | $170.0M | 7,050,997 |
| LPL Financial LLC | FORT MILL, SC | $986K | 40,896 |
| TBH Global Asset Management, LLC | Brentwood, TN | $276K | 11,469 |
| CITADEL ADVISORS LLC | MIAMI, FL | $250K | 10,368 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $147K | 6,091 |
| MORGAN STANLEY | NEW YORK, NY | $104K | 4,317 |
| Royal Bank of Canada | TORONTO, A6 | $82K | 3,388 |
| UBS Group AG | Zurich, V8 | $28K | 1,153 |
| FMR LLC | BOSTON, MA | $271 | 11 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |