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 | Reduced | 2,619,156 | 97,653 | 0.25% | 0.27% | 1 | -397,395 | -13.17% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 391,802 | 14,607 | 0.0% | — | 2 | +391,802 | New | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | Reduced | 9,899 | 369 | 0.01% | 0.02% | 3 | -10,892 | -52.39% | Q2 2026 | Aug 14, 2026 |
| Avalon Trust Co | History | No change | 2,600 | 96 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | Reduced | 142 | 5 | 0.0% | 0.0% | 5 | -100 | -41.32% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 70 | 2 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FMR LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 13, 2026 |