Northern Lights Fund Trust IV (MAMB)

Perusahaan Manajemen · CBSX · Seri S000071242 · Lihat di SEC EDGAR ↗

Aset bersih
$186.9M
Kepemilikan
10
Per tanggal
31 Mei 2026
Bobot 10 kepemilikan teratas
99,87%
Jumlah posisi efektif
8,0
Posisi di atas 1%
10
Di halaman ini

Aliran dana (dilaporkan SEC)

Bulan lalu (Mei 2026)
+$2.4M
Kuartal berakhir Mei 2026
+$17.0M
12 bulan terakhir
+$51.7M

Jun 2025 – Mei 2026

Based on the fund's own SEC Form N-PORT monthly flow disclosures (Item C.9 "Flow Information") — sales minus redemptions, reinvested distributions excluded. This is a different, independent metric from the "Net flows" estimate above (which is derived from daily shares-outstanding changes). SEC N-PORT filing lag is up to ~60 days; the most recent month/quarter may not yet be fully reflected.

Komposisi Penuh 10 saham · Kategori: EC

NamaCUSIP Nilai % Saldo Negara
ISHARES TRUST 464288588 $35.0M 18,74 369.467 US
ISHARES TRUST 464287242 $30.5M 16,30 278.509 US
ISHARES TRUST 464287440 $25.6M 13,71 270.572 US
ISHARES TRUST 464287226 $23.3M 12,48 235.433 US
ISHARES TRUST 464287457 $21.0M 11,23 254.975 US
SPDR SERIES TRUST 78464A359 $12.1M 6,46 111.700 US
ISHARES TRUST 464287432 $11.7M 6,24 135.995 US
INVESCO EXCHANGE-TRADED FUND TRUST II 46138G805 $11.6M 6,19 432.695 US
ISHARES GOLD TRUST 464285204 $11.3M 6,02 131.675 US
SPDR SERIES TRUST 78464A474 $4.7M 2,50 155.308 US

Rincian sektor

Lainnya/Tidak terpetakan
100,0%

Pemilik institusional (13F) 9 pengaju

Institusi yang melaporkan kepemilikan ETF ini dalam Formulir SEC 13F triwulanan mereka. Hanya posisi long; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Institusi Nilai % dari 13F yang dilacak Saham Tipe Per tanggal
Kingsview Wealth Management, LLC $180.855.208 98,29% 7.521.062 Saham 30 Juni 2026
LPL Financial LLC $1.932.857 1,05% 80.380 Saham 30 Juni 2026
CITADEL ADVISORS LLC $371.759 0,20% 15.460 Saham 30 Juni 2026
TBH Global Asset Management, LLC $275.797 0,15% 11.469 Saham 30 Juni 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP $258.909 0,14% 10.767 Saham 30 Juni 2026
OSAIC HOLDINGS, INC. $162.269 0,09% 6.751 Saham 30 Juni 2026
MORGAN STANLEY $121.796 0,07% 5.065 Saham 30 Juni 2026
UBS Group AG $19.286 0,01% 802 Saham 30 Juni 2026
FMR LLC $271 0,00% 11 Saham 30 Juni 2026

Dana sejawat

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