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 | 3,578,010 | 107,255 | 1.3% | 1.31% | 1 | +307,263 | 9.39% | Q2 2026 | Aug 18, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 59,132 | 1,772 | 0.44% | 0.44% | 2 | +4,856 | 8.95% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 54,530 | 1,634 | 0.0% | 0.0% | 3 | +2,369 | 4.54% | Q2 2026 | Sep 23, 2026 |
| MILLINGTON SECURITIES, LLC | History | No change | 54,276 | 1,590 | 0.44% | 0.44% | 4 | 0 | 0.0% | Q1 2026 | Jul 15, 2026 |
| HRT FINANCIAL LP | History | New | 22,904 | 686 | 0.0% | — | 5 | +22,904 | New | Q2 2026 | Aug 14, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 14,382 | 431 | 0.08% | 0.08% | 6 | +2,494 | 20.98% | Q2 2026 | Aug 21, 2026 |
| UBS Group AG | History | New | 968 | 29 | 0.0% | — | 7 | +968 | New | Q2 2026 | Aug 13, 2026 |