NORTHERN LTS FD TR IV - MONARCH SEL SUBS (MSSS)

CUSIP: 66537J838

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / MONARCH SEL SUBS
Total 13F shares
3,794,699
Share change
-88,349
Total reported value
$114,827,671
Price per share
$30.26
Number of holders
5
Value change
-$2,682,054
Number of buys
2
Number of sells
4

Quarterly Holders Quick Answers

What is CUSIP 66537J838?
CUSIP 66537J838 identifies MSSS - NORTHERN LTS FD TR IV - MONARCH SEL SUBS in SEC institutional holdings data.

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Institutional Holders of NORTHERN LTS FD TR IV - MONARCH SEL SUBS (MSSS) as of Q4 2025

As of 31 Dec 2025, NORTHERN LTS FD TR IV - MONARCH SEL SUBS (MSSS) was held by 5 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 3,794,699 shares. The largest 5 holders included Kingsview Wealth Management, LLC, Brookstone Capital Management, MORGAN STANLEY, Premier Financial Group, and UBS Group AG. This page lists 5 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.