Northern Lights Fund Trust IV - FMCX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIRST MANHATTAN CO. LLC. | History | Added to | 3,043,333 | 104,811 | 0.28% | 0.28% | 1 | +4,279 | 0.14% | Q4 2025 | Feb 17, 2026 |
| Avalon Trust Co | History | No change | 2,600 | 89 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Reduced | 354 | 12 | 0.0% | 0.0% | 3 | -13 | -3.54% | Q4 2025 | Jan 29, 2026 |
| NBC SECURITIES, INC. | History | No change | 70 | 2 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,452 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Federation des caisses Desjardins du Quebec | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |