MSSS NORTHERN LTS FD TR IV
FollowMONARCH SEL SUBS (fund)
8 managers (9 13F filers) reported a position in MSSS shares at 2026-03-31, 3,896,624 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 9
- New
- 5
- Added
- 1
- Reduced
- 0
- Sold out
- 2
- Shares held by filers
- 3,896,624
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, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 | 3,841,170 | $115M | 1.57% | +62,979 | 13F-HRTimeline |
| LPL Financial LLC | 16,912 | $506K | <0.01% | new | 13F-HRTimeline |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 13,761 | $411K | <0.01% | new | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 1,805 | $54K | <0.01% | 0 | 13F-HRTimelineGroup |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 1,265 | $38K | <0.01% | new | 13F-HRTimelineGroup |
| Premier Financial Group | 1,171 | $35.6K | 0.01% | 0 | 13F-HRTimeline |
| AE Wealth Management LLC | 488 | $14.6K | <0.01% | new | 13F-HRTimeline |
| WBI INVESTMENTS, LLCgroup of 2 filers holding | 0 | new | Timeline
|