DOSSIER · 13F Holders · Q1 2026
MVFG

NORTHERN LTS FD TR IV

7 institutions still hold NORTHERN LTS FD TR IV as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 66537J812·7 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$142M
visible holders
Holders
7
filers reporting
Concentration
98.33%
Kingsview Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

7 institutions reported MVFG in Q1 2026. Kingsview Wealth Management, LLC leads at 98.3% 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
$140M4.3M1.91%Q1 2026
02
WBI INVESTMENTS, LLC
CIK 0001397424
$1M41K0.35%Q2 2026
03
Maridea Wealth Management LLC
CIK 0002056245
$346K10K0.04%Q2 2026
04
PFG Investments, LLC
CIK 0001973224
$322K9K0.01%Q2 2026
05
WEST MICHIGAN ADVISORS, LLC
CIK 0001909879
$294K9K0.06%Q2 2026
06
FMR LLC
CIK 0000315066
$7K2070.00%Q2 2026
07
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025