DOSSIER · 13F Holders · Q3 2026
MVFG

NORTHERN LTS FD TR IV

8 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 66537J812·8 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$178M
visible holders
Holders
8
filers reporting
Concentration
98.22%
Kingsview Wealth Management, LLC #1
top holder share
AI Holders Summary · Q3 2026

8 institutions reported MVFG in Q3 2026. Kingsview Wealth Management, LLC leads at 98.2% 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
$175M5.2M2.06%Q3 2026
02
WBI INVESTMENTS, LLC
CIK 0001397424
$2M49K0.43%Q3 2026
03
WEST MICHIGAN ADVISORS, LLC
CIK 0001909879
$514K15K0.10%Q3 2026
04
PFG Investments, LLC
CIK 0001973224
$358K11K0.01%Q3 2026
05
Vise Technologies, Inc.
CIK 0001812090
$322K10K0.00%Q3 2026
06
Root Financial Partners, LLC
CIK 0001977181
$322K10K0.01%Q3 2026
07
FMR LLC
CIK 0000315066
$1K420.00%Q3 2026
08
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025