5 institutions reported holding $99.3M of NORTHERN LTS FD TR IV (MVFD) in SEC 13F filings for 2026-03-31. Largest institutional holders: Kingsview Wealth Management, LLC ($95.9M), WBI INVESTMENTS, LLC ($1.6M), ENVESTNET ASSET MANAGEMENT INC ($1.5M), WEST MICHIGAN ADVISORS, LLC ($348,437), UBS Group AG ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | $95.9M | 3.3M | Added |
| 2 | WBI INVESTMENTS, LLC | $1.6M | 54,276 | New |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 52,161 | New |
| 4 | WEST MICHIGAN ADVISORS, LLC | $348,437 | 11,888 | Added |
| 5 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31