MVFD NORTHERN LTS FD TR IV
FollowETF (fund)
4 managers (5 13F filers) reported a position in MVFD shares at 2026-03-31, 3,443,348 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 4
- 13F filers
- 5
- New
- 2
- Added
- 2
- Reduced
- 0
- Sold out
- 1
- Shares held by filers
- 3,443,348
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 3,270,747 | $95.9M | 1.31% | +372,845 | 13F-HRTimeline |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 52,161 | $1.53M | <0.01% | new | 13F-HRTimelineGroup |
| WEST MICHIGAN ADVISORS, LLC | 11,888 | $348K | 0.08% | +4,240 | 13F-HRTimeline |
| WBI INVESTMENTS, LLCgroup of 2 filers holding | 0 | new | Timeline
|