# NORTHERN LTS FD TR IV (MVFD)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MVFD/

- Reporting holders: 6
- Reported value: $113.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Kingsview Wealth Management, LLC](https://holderbook.com/funds/1791965-kingsview-wealth-management-llc/) | $107.3M | 3,578,010 | 1.3% | 10 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $3.3M | 109,060 | 0.0% | 2 |
| [WBI INVESTMENTS, LLC](https://holderbook.com/funds/1397424-wbi-investments-llc/) | $1.8M | 59,132 | 0.4% | 2 |
| [WEST MICHIGAN ADVISORS, LLC](https://holderbook.com/funds/1909879-west-michigan-advisors-llc/) | $779.6K | 26,270 | 0.1% | 3 |
| [HRT FINANCIAL LP](https://holderbook.com/funds/1475597-hrt-financial-lp/) | $686.0K | 22,904 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $29.0K | 968 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 6 | $113.8M |
| Q1 2026 | 5 | $100.9M |
| Q4 2025 | 3 | $81.9M |
| Q3 2025 | 2 | $74.7M |
| Q2 2025 | 1 | $69.3M |
| Q1 2025 | 2 | $68.6M |
| Q4 2024 | 2 | $50.6M |
| Q3 2024 | 2 | $49.3M |
| Q2 2024 | 2 | $40.3M |
| Q1 2024 | 3 | $35.3M |