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 | 3,942,453 | 122,413 | 1.76% | 1.82% | 1 | +132,778 | 3.49% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | New | 781 | 24 | 0.0% | — | 2 | +781 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 33 | 1 | 0.0% | 0.0% | 3 | -67 | -67.0% | Q4 2025 | Jan 29, 2026 |