NORTHERN LTS FD TR IV (MVFD)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
5
Reporting holders
$111.5M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | $107.3M | 3,578,010 | 1.30% | 10q | +9.4%+$9.2M |
| WBI INVESTMENTS, LLC | $1.8M | 59,132 | 0.44% | 2q | +8.9%+$145.6K |
| ENVESTNET ASSET MANAGEMENT INC | $1.6M | 54,530 | 0.00% | 2q | +4.5%+$71.0K |
| WEST MICHIGAN ADVISORS, LLC | $779.6K | 26,270 | 0.08% | 3q | +121.0%+$426.8K |
| UBS Group AG | $29.0K | 968 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $686 | 22,904 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 5 | $111.5M | 3,718,910 | 1 | 4 | 0 | 0.0% |
| Q1 2026 | 5 | $100.9M | 3,443,348 | 2 | 2 | 0 | 0.0% |
| Q4 2025 | 3 | $81.9M | 2,905,569 | 1 | 1 | 1 | 0.0% |
| Q3 2025 | 2 | $74.7M | 2,761,979 | 1 | 1 | 0 | 0.0% |
| Q2 2025 | 1 | $69.3M | 2,672,236 | 0 | 0 | 0 | 0.0% |
| Q1 2025 | 2 | $68.6M | 2,675,838 | 1 | 1 | 0 | 0.0% |
| Q4 2024 | 2 | $50.6M | 1,949,430 | 0 | 2 | 0 | 0.0% |
| Q3 2024 | 2 | $49.3M | 1,868,137 | 1 | 1 | 0 | 0.0% |
| Q2 2024 | 2 | $40.3M | 1,631,470 | 0 | 1 | 1 | 0.0% |
| Q1 2024 | 3 | $35.3M | 1,361,232 | 3 | 0 | 0 | 0.0% |