Northern Lights Fund Trust IV - MVFG
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 | 4,348,501 | 140,021 | 1.91% | 1.76% | 1 | +406,048 | 10.3% | Q1 2026 | May 12, 2026 |
| WBI INVESTMENTS, LLC | History | New | 35,345 | 1,138 | 0.31% | — | 2 | +35,345 | New | Q1 2026 | May 11, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | New | 9,120 | 293 | 0.06% | — | 3 | +9,120 | New | Q1 2026 | May 05, 2026 |
| Maridea Wealth Management LLC | History | New | 8,115 | 261 | 0.04% | — | 4 | +8,115 | New | Q1 2026 | Apr 21, 2026 |
| FMR LLC | History | Reduced | 207 | 6 | 0.0% | 0.0% | 5 | -574 | -73.5% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 42 | 1 | 0.0% | 0.0% | 6 | +9 | 27.27% | Q1 2026 | May 05, 2026 |