8 institutions reported holding $167.4M of NORTHERN LTS FD TR IV (MVFG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Kingsview Wealth Management, LLC ($164.7M), WBI INVESTMENTS, LLC ($1.4M), Maridea Wealth Management LLC ($345,716), JANE STREET GROUP, LLC ($333,363), PFG Investments, LLC ($322,051). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | $164.7M | 4.7M | Added |
| 2 | WBI INVESTMENTS, LLC | $1.4M | 40,713 | Added |
| 3 | Maridea Wealth Management LLC | $345,716 | 9,963 | Added |
| 4 | JANE STREET GROUP, LLC | $333,363 | 9,607 | New |
| 5 | PFG Investments, LLC | $322,051 | 9,281 | New |
| 6 | WEST MICHIGAN ADVISORS, LLC | $293,664 | 9,120 | Hold |
| 7 | FMR LLC | $7,166 | 207 | Hold |
| 8 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30