6 institutions reported holding $141.7M of NORTHERN LTS FD TR IV (MVFG) in SEC 13F filings for 2026-03-31. Largest institutional holders: Kingsview Wealth Management, LLC ($140.0M), WBI INVESTMENTS, LLC ($1.1M), WEST MICHIGAN ADVISORS, LLC ($293,664), Maridea Wealth Management LLC ($261,303), FMR LLC ($6,650). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | $140.0M | 4.3M | Added |
| 2 | WBI INVESTMENTS, LLC | $1.1M | 35,345 | New |
| 3 | WEST MICHIGAN ADVISORS, LLC | $293,664 | 9,120 | New |
| 4 | Maridea Wealth Management LLC | $261,303 | 8,115 | New |
| 5 | FMR LLC | $6,650 | 207 | Trimmed |
| 6 | UBS Group AG | $1,352 | 42 | Added |
Source: SEC Form 13F filings · as of 2026-03-31