MVFG NORTHERN LTS FD TR IV
FollowETF (fund)
6 managers (7 13F filers) reported a position in MVFG shares at 2026-03-31, 4,436,675 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 7
- New
- 3
- Added
- 2
- Reduced
- 1
- Sold out
- 0
- Shares held by filers
- 4,436,675
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 | 4,348,501 | $140M | 1.91% | +406,048 | 13F-HRTimeline |
| WEST MICHIGAN ADVISORS, LLC | 9,120 | $294K | 0.06% | new | 13F-HRTimeline |
| Maridea Wealth Management LLC | 8,115 | $261K | 0.04% | new | 13F-HRTimeline |
| FMR LLCin group FMR LLC | 207 | $6.65K | <0.01% | -574 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 42 | $1.35K | <0.01% | +9 | 13F-HRTimelineGroup |
| WBI INVESTMENTS, LLCgroup of 2 filers holding | 0 | new | Timeline
|