MVFD NORTHERN LTS FD TR IV: institutional ownership and insider trading

8 funds reported holding $114M of NORTHERN LTS FD TR IV in their latest 13F filings; in Q2 2026 funds net bought $10.2M, with 2 new positions and 0 funds selling out.

Largest institutional holders of MVFD

  1. Kingsview Wealth Management, LLC — $107M
  2. WBI INVESTMENTS, LLC — $1.77M
  3. ENVESTNET ASSET MANAGEMENT INC — $1.63M
  4. MILLINGTON SECURITIES, LLC — $1.59M
  5. HRT FINANCIAL LP — $686K
  6. WEST MICHIGAN ADVISORS, LLC — $431K
  7. Root Financial Partners, LLC — $161K
  8. UBS Group AG (UBS) — $29.0K

All MVFD 13F holders