Who Owns NORTHERN LTS FD TR IV (MVFD)?Hedge Fund & Institutional Holders
$28.72+0.02 (+0.08%)BATS
Institutional Holders
3
as of Q4 2025
Total Institutional Value
$215.0T
% of Float Held
—
QoQ Change in Holders
+1 / -0
Price History
MVFD — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| WEST MICHIGAN ADVISORS, LLC | New Position | +8K | +$215.0M |
| Kingsview Wealth Management, LLC | Increased | +136K | +$-74.6B |
MVFD — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| UBS Group AG | Decreased | -345 | -$9.8M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WEST MICHIGAN ADVISORS, LLC | 7,648 | $215.0M | 0.05% | Share |
| 2 | Kingsview Wealth Management, LLC | 2,897,902 | $81.0M | 1.17% | Share |
| 3 | UBS Group AG | 19 | $0 | 0.00% | Share |
MVFD Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 3 | $296.0M | +1 |
| Q3 2025 | 2 | $74.7B | +0 |
| Q2 2025 | 2 | $69.3B | +0 |
| Q1 2025 | 2 | $68.6B | -1 |
| Q4 2024 | 3 | $50.6T | +0 |
| Q3 2024 | 3 | $49.3T | +0 |
| Q2 2024 | 3 | $40.1T | -1 |
| Q1 2024 | 4 | $35.0T | — |
As of Q4 2025, 3 institutional investors hold MVFD (NORTHERN LTS FD TR IV). The largest holder is WEST MICHIGAN ADVISORS, LLC with $215.0M in shares. This quarter, 1 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own MVFD?
As of Q4 2025, 3 institutional investors report holding MVFD (NORTHERN LTS FD TR IV) in their 13F filings.
Who is the largest institutional holder of MVFD?
The largest institutional holder of MVFD is WEST MICHIGAN ADVISORS, LLC with $215.0M in shares.
Is institutional ownership of MVFD increasing or decreasing?
This quarter, 1 institutions opened new positions in MVFD and 0 closed their positions.