NORTHERN LTS FD TR IV (MVFG)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
7
Reporting holders
$167.8M
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 | $164.7M | 4,745,055 | 2.00% | 10q | +9.1%+$13.8M |
| WBI INVESTMENTS, LLC | $1.4M | 40,713 | 0.35% | 2q | +15.2%+$186.3K |
| WEST MICHIGAN ADVISORS, LLC | $683.3K | 20,349 | 0.07% | 2q | +123.1%+$377.1K |
| Maridea Wealth Management LLC | $345.7K | 9,963 | 0.04% | 2q | +22.8%+$64.1K |
| JANE STREET GROUP, LLC | $333.4K | 9,607 | 0.00% | new | NEW |
| PFG Investments, LLC | $322.1K | 9,281 | 0.01% | new | NEW |
| FMR LLC | $7.2K | 207 | 0.00% | 3q | HELD |
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 | 7 | $167.8M | 4,835,175 | 2 | 4 | 0 | 0.0% |
| Q1 2026 | 7 | $142.9M | 4,436,675 | 3 | 2 | 1 | 0.0% |
| Q4 2025 | 3 | $122.4M | 3,943,267 | 1 | 1 | 1 | 0.0% |
| Q3 2025 | 2 | $119.3M | 3,809,775 | 1 | 1 | 0 | 0.0% |
| Q2 2025 | 1 | $97.3M | 3,471,118 | 0 | 1 | 0 | 0.0% |
| Q1 2025 | 2 | $81.8M | 3,248,964 | 0 | 2 | 0 | 0.0% |
| Q4 2024 | 3 | $57.2M | 2,184,854 | 1 | 1 | 0 | 0.0% |
| Q3 2024 | 2 | $55.2M | 2,003,733 | 1 | 1 | 0 | 0.0% |
| Q2 2024 | 1 | $49.7M | 1,889,338 | 0 | 1 | 0 | 0.0% |
| Q1 2024 | 1 | $43.3M | 1,676,073 | 1 | 0 | 0 | 0.0% |