Northern LTS Fund Tr IV (MVFD): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow MVFD for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 6

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$29.98

+2.3% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of MVFD (all 13F filers)

Kingsview Wealth Management3.6 MWealth adviser+307 K
WBI Investments59 KType not verified−49 K
Envestnet Asset Management55 KWealth adviser+2,369
HRT Financial23 KBank or trading desk+23 K
West Michigan Advisors14 KType not verified+2,494
UBS Group968Bank or trading desk+968

Filer	Type
Kingsview Wealth Management	Wealth adviser	3.6 M	+307 K	$107M
WBI Investments	Type not verified	59 K	−49 K	$1.8M
Envestnet Asset Management	Wealth adviser	55 K	+2,369	$1.6M
HRT Financial	Bank or trading desk	23 K	+23 K	$686K
West Michigan Advisors	Type not verified	14 K	+2,494	$431K
UBS Group	Bank or trading desk	968	+968	$29.0K

Kingsview Wealth Management
Shares
3.6 M
Change
+307 K
See more
Type
Wealth adviser
Value
$107M
WBI Investments
Shares
59 K
Change
−49 K
See more
Type
Type not verified
Value
$1.8M
Envestnet Asset Management
Shares
55 K
Change
+2,369
See more
Type
Wealth adviser
Value
$1.6M
HRT Financial
Shares
23 K
Change
+23 K
See more
Type
Bank or trading desk
Value
$686K
West Michigan Advisors
Shares
14 K
Change
+2,494
See more
Type
Type not verified
Value
$431K
UBS Group
Shares
968
Change
+968
See more
Type
Bank or trading desk
Value
$29.0K

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗