DOSSIER · 13F Holders · Q2 2026
MVFD

NORTHERN LTS FD TR IV

6 institutions still hold NORTHERN LTS FD TR IV as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 66537J820·6 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$111M
visible holders
Holders
6
filers reporting
Concentration
96.52%
Kingsview Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

6 institutions reported MVFD in Q2 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
$107M3.6M1.30%Q2 2026
02
WBI INVESTMENTS, LLC
CIK 0001397424
$2M59K0.44%Q2 2026
03
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M55K0.00%Q2 2026
04
WEST MICHIGAN ADVISORS, LLC
CIK 0001909879
$431K14K0.08%Q2 2026
05
UBS Group AG
CIK 0001610520
$29K9680.00%Q2 2026
06
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025