MSSS NORTHERN LTS FD TR IV
FollowMONARCH SEL SUBS (fund)
6 managers (6 13F filers) reported a position in MSSS shares at 2026-06-30, 3,951,086 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 0
- Added
- 4
- Reduced
- 0
- Sold out
- 1
- Shares held by filers
- 3,951,086
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 3,878,483 | $139M | 1.68% | +37,313 | 13F-HRTimeline |
| LPL Financial LLC | 42,687 | $1.53M | <0.01% | +25,775 | 13F-HRTimeline |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 13,761 | $492K | <0.01% | 0 | 13F-HRTimelineGroup |
| WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC | 13,559 | $485K | 0.12% | +3,533 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 2,108 | $75.4K | <0.01% | +303 | 13F-HRTimelineGroup |
| AE Wealth Management LLC | 488 | $17.5K | <0.01% | 0 | 13F-HRTimeline |