NORTHERN LTS FD TR IV (MSSS)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

Loading ownership map...

Loading crowding analysis...

Loading snapshot...

Institutional Holders

Loading top holders...

Ownership Map

Top 9 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Loading ownership map...

Crowding AnalysisModerate

Holders8of 5,944

Avg: 68

Uncrowded68th percentileCrowded

Institutional Activity

Buy/Sell Ratio3.5x

41th percentile

7 buying2 selling

+6

New

-2

Closed

+102K

Net shares

Ownership Concentration

Top 5: 100.1%Top 10: 100.3%

Kingsview Wealth Management,98.8%

LPL Financial0.4%

GOLDMAN SACHS GROUP0.3%

WBI INVESTMENTS,0.3%

00014490880.3%

Loading crowding analysis...

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Institutional Trends (8 Quarters)

No trend data available for this metric.

Crowding AnalysisModerate

Holders8of 5,944

Avg: 68

Uncrowded68th percentileCrowded

Institutional Activity

Buy/Sell Ratio3.5x

41th percentile

7 buying2 selling

+6

New

-2

Closed

+102K

Net shares

Ownership Concentration

Top 5: 100.1%Top 10: 100.3%

Kingsview Wealth Management,98.8%

LPL Financial0.4%

GOLDMAN SACHS GROUP0.3%

WBI INVESTMENTS,0.3%

00014490880.3%

Crowding AnalysisModerate

Holders8of 5,944

Avg: 68

Uncrowded68th percentileCrowded

Institutional Activity

Buy/Sell Ratio3.5x

41th percentile

7 buying2 selling

+6

New

-2

Closed

+102K

Net shares

Ownership Concentration

Top 5: 100.1%Top 10: 100.3%

Kingsview Wealth Management,98.8%

LPL Financial0.4%

GOLDMAN SACHS GROUP0.3%

WBI INVESTMENTS,0.3%

00014490880.3%

Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.19%Max: 1.57%High conviction (>1%): 1

Kingsview Wealth Management,

Premier Financial Group

AE Wealth Management

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2024-03

$14,061

MSSS · +41%

$14,662

S&P 500 · +47%

−$601

behind the index

Total return (5Y)

+41%

S&P 500

+47%

vs. market

-6%

underperformed

Annualized

16.4%

mkt 18.5%

Volatility

17%

annualized

Beta

1.01

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

MSSSS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

MSSS (solid)S&P 500 (outline)Green = positive year, red = negative. Number = MSSS's return.

Beat the market

1 / 3 yrs

33% win rate

Best year

+18%

2026

Worst year

+8%

2024

Worst drawdown

-6%

recovered in 1 qtr

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -6%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 9 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 9 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position