MVFG — Northern Lts Fd Tr IV Institutional Holders · Q2 2026
Who owns Northern Lts Fd Tr IV (MVFG)? 8 institutions reported holding $167.46M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Kingsview Wealth Management, LLC ($164.7M), Wbi Investments, LLC ($1.4M), West Michigan Advisors, LLC ($389,646).
| 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 | WEST MICHIGAN ADVISORS, LLC | $389,646 | 11,229 | Added |
| 4 | Maridea Wealth Management LLC | $345,716 | 9,963 | Added |
| 5 | JANE STREET GROUP, LLC | $333,363 | 9,607 | New |
| 6 | PFG Investments, LLC | $322,051 | 9,281 | New |
| 7 | FMR LLC | $7,166 | 207 | Hold |
| 8 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30