13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
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
—
▲ 5.9%
vs prior quarter
13F value held
$142M
56.0% inst. owned
of float
Holders
7
+79 QoQ
filers reporting
Activity
+8 / −77
+824 added · −845 reduced
this quarter
Concentration
98.80%
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 98.8% of the visible book. +79 net new institutions vs prior quarter — accumulation reading.

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 202602
WBI INVESTMENTS, LLC
CIK 0001397424
$1M35K0.31%Q1 202603
WEST MICHIGAN ADVISORS, LLC
CIK 0001909879
$293,6649K0.06%Q1 202604
Maridea Wealth Management LLC
CIK 0002056245
$261,3038K0.04%Q1 202605
FMR LLC
CIK 0000315066
$6,6502070.00%Q1 202606
UBS Group AG
CIK 0001610520
$1,352420.00%Q1 202607
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025