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 | 3,270,747 | 95,865 | 1.31% | 1.18% | 1 | +372,845 | 12.87% | Q1 2026 | May 12, 2026 |
| WBI INVESTMENTS, LLC | History | New | 54,276 | 1,590 | 0.44% | — | 2 | +54,276 | New | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 52,161 | 1,528 | 0.0% | — | 3 | +52,161 | New | Q1 2026 | May 04, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 11,888 | 348 | 0.08% | 0.05% | 4 | +4,240 | 55.44% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q1 2026 | May 05, 2026 |