DOSSIER · 13F Holders · Q3 2026
MVFD

NORTHERN LTS FD TR IV

7 institutions still hold NORTHERN LTS FD TR IV as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 66537J820·7 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$121M
visible holders
Holders
7
filers reporting
Concentration
96.47%
Kingsview Wealth Management, LLC #1
top holder share
AI Holders Summary · Q3 2026

7 institutions reported MVFD in Q3 2026. Kingsview Wealth Management, LLC leads at 96.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Kingsview Wealth Management, LLC
CIK 0001791965
$117M3.9M1.38%Q3 2026
02
WBI INVESTMENTS, LLC
CIK 0001397424
$2M64K0.50%Q3 2026
03
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M55K0.00%Q2 2026
04
WEST MICHIGAN ADVISORS, LLC
CIK 0001909879
$564K19K0.11%Q3 2026
05
Root Financial Partners, LLC
CIK 0001977181
$161K5K0.01%Q3 2026
06
FMR LLC
CIK 0000315066
$3010.00%Q3 2026
07
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025