Who Owns NORTHERN LTS FD TR IV (MDPL)?Hedge Fund & Institutional Holders

$25.55+0.03 (+0.12%)BATS

Institutional Holders

22

as of Q4 2025

Total Institutional Value

$4.1700026300011403e+65T

% of Float Held

—

QoQ Change in Holders

+7 / -7

Price History

$23.54$24.66$25.77$26.89$28.00Sep 24Jun 25Mar 26

MDPL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Simplicity Wealth,LLCNew Position+17K+$417.0M
AlphaStar Capital Management, LLCNew Position+10K+$263.0M
Premier Financial GroupNew Position+2K+$60.0M
Camelot Portfolios, LLCNew Position+626+$15.0M
Wealth Watch Advisors, INCNew Position+90+$2.0M
Key Capital Management, INCNew Position+266+$6K
AE Wealth Management LLCNew Position+407+$0
OSAIC HOLDINGS, INC.Increased+156+$-21.3M

MDPL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Kingsview Wealth Management, LLCDecreased-63K-$172.6B
Brookstone Capital ManagementDecreased-43K-$70.5B
Arax Advisory PartnersClosed Position-123K-$4.1B
GOLDMAN SACHS GROUP INCDecreased-18K-$1.1B
GTS SECURITIES LLCDecreased-4K-$791.4M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-21K-$701.4M
Sterling Capital Management LLCClosed Position-10K-$333.9M
United Advisor Group, LLCClosed Position-8K-$267.8M
LPL Financial LLCClosed Position-7K-$215.2M
Rockefeller Capital Management L.P.Closed Position-5K-$159.9M
UBS Group AGDecreased-2K-$61.2M
JPMORGAN CHASE & CODecreased-1K-$47.0M
DAVENPORT & Co LLCClosed Position-7K-$235K
MORGAN STANLEYDecreased-5K-$169K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Simplicity Wealth,LLC16,602$417.0M0.02%Share
2AlphaStar Capital Management, LLC10,485$263.0M0.02%Share
3Kingsview Wealth Management, LLC3,778,191$114.0M1.64%Share
4Brookstone Capital Management2,716,336$68.3M0.78%Share
5Kingsview Wealth Management, LLC2,059,198$55.0M0.79%Share
6Premier Financial Group1,171$35.0M0.01%Share
7Premier Financial Group934$25.0M0.01%Share
8Camelot Portfolios, LLC626$15.0M0.01%Share
9UBS Group AG464$11.0M0.00%Share
10UBS Group AG126$3.0M0.00%Share
11Wealth Watch Advisors, INC90$2.0M0.00%Share
12UBS Group AG55$1.0M0.00%Share
13Brookstone Capital Management13,477$407K0.00%Share
14Brookstone Capital Management14,240$382K0.00%Share
15HARBOUR INVESTMENTS, INC.1,023$25K0.00%Share
16Key Capital Management, INC266$6K0.01%Share
17GOLDMAN SACHS GROUP INC21,922$00.00%Share
18MORGAN STANLEY1,805$00.00%Share
19GTS SECURITIES LLC27,222$00.00%Share
20JPMORGAN CHASE & CO473$00.00%Share
21AE Wealth Management LLC407$00.00%Share
22OSAIC HOLDINGS, INC.1,000$00.00%Share

MDPL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202516$1.0B+0
Q3 202516$251.2B-7
Q2 202523$234.4B+3
Q1 202520$244.9B+2
Q4 202418$164.6T+0
Q3 202418$98.6T-1
Q2 202419$88.5T+2
Q1 202417$851.3T—

As of Q4 2025, 22 institutional investors hold MDPL (NORTHERN LTS FD TR IV). The largest holder is Simplicity Wealth,LLC with $417.0M in shares. This quarter, 7 institutions opened new positions and 7 closed their positions.

Frequently Asked Questions

How many hedge funds own MDPL?

As of Q4 2025, 22 institutional investors report holding MDPL (NORTHERN LTS FD TR IV) in their 13F filings.

Who is the largest institutional holder of MDPL?

The largest institutional holder of MDPL is Simplicity Wealth,LLC with $417.0M in shares.

Is institutional ownership of MDPL increasing or decreasing?

This quarter, 7 institutions opened new positions in MDPL and 7 closed their positions.