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 | 4,745,055 | 164,653 | 2.0% | 1.91% | 1 | +396,554 | 9.12% | Q2 2026 | Aug 18, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 40,713 | 1,412 | 0.35% | 0.31% | 2 | +5,368 | 15.19% | Q2 2026 | Aug 11, 2026 |
| MILLINGTON SECURITIES, LLC | History | No change | 35,345 | 1,138 | 0.31% | 0.31% | 3 | 0 | 0.0% | Q1 2026 | Jul 15, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 11,229 | 389 | 0.07% | 0.06% | 4 | +2,109 | 23.13% | Q2 2026 | Aug 21, 2026 |
| Maridea Wealth Management LLC | History | Added to | 9,963 | 345 | 0.04% | 0.04% | 5 | +1,848 | 22.77% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | New | 9,607 | 333 | 0.0% | — | 6 | +9,607 | New | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | New | 9,281 | 322 | 0.01% | — | 7 | +9,281 | New | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | No change | 207 | 7 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q2 2026 | Aug 13, 2026 |