Northern Lights Fund Trust IV - MVFD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | History | Added to | 2,897,902 | 81,698 | 1.18% | 1.14% | 1 | +136,287 | 4.94% | Q4 2025 | Feb 09, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | New | 7,648 | 215 | 0.05% | — | 2 | +7,648 | New | Q4 2025 | Jan 28, 2026 |
| UBS Group AG | History | Reduced | 19 | 0 | — | 0.0% | — | -345 | -94.78% | Q4 2025 | Jan 29, 2026 |