Who Owns MDPL?
NORTHERN LTS FD TR IV — Institutional Ownership & 13F Holdings
$26.21
+0.21 (+0.81%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
20
Total Inst. Value
$18.0M
% of Float Held
—
QoQ Holder Change
+3
Institutional data as of Q1 2025
New Positions
7
Closed Positions
5
Increased
3
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | B.O.S.S. Retirement Advisors, LLCNew | $3.7M | 133,859 |
| 2 | Arax Advisory Partners | $3.1M | 113,389 |
| 3 | AE Wealth Management LLC | $2.5M | 90,957 |
| 4 | TRUIST FINANCIAL CORP | $2.1M | 76,487 |
| 5 | D.A. DAVIDSON & CO. | $1.7M | 62,753 |
| 6 | Brookstone Capital Management | $1.0M | 2,656,414 |
| 7 | GOLDMAN SACHS GROUP INC | $564K | 21,492 |
| 8 | TOUNJIAN ADVISORY PARTNERS, LLCNew | $547K | 19,716 |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | $516K | 19,532 |
| 10 | GTS SECURITIES LLC | $375K | 14,823 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| B.O.S.S. Retirement Advisors, LLCNew | +134K | $3.7M |
| Brookstone Capital Management | +133K | $1.0M |
| TOUNJIAN ADVISORY PARTNERS, LLCNew | +20K | $547K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | +20K | $516K |
| GTS SECURITIES LLC | +6K | $375K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Kingsview Wealth Management, LLC | -240K | $159K |
| Arax Advisory Partners | -17K | $3.1M |
| ENVESTNET ASSET MANAGEMENT INC | -15K | $2K |
| AE Wealth Management LLC | -10K | $2.5M |
| TRUIST FINANCIAL CORP | -7K | $2.1M |
Frequently Asked Questions
How many institutional investors hold MDPL?
As of Q1 2025, 20 institutional investors report holding MDPL (NORTHERN LTS FD TR IV) in their 13F filings.
Which hedge fund owns the most MDPL?
The largest institutional holder of MDPL is B.O.S.S. Retirement Advisors, LLC with $3.7M in shares.
Are institutions buying or selling MDPL?
This quarter, 7 institutions opened new positions in MDPL and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.