Who Owns MVFD?
NORTHERN LTS FD TR IV — Institutional Ownership & 13F Holdings
$30.80
+0.40 (+1.31%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
2
Total Inst. Value
$342K
% of Float Held
—
QoQ Holder Change
-2
Institutional data as of Q1 2025
New Positions
1
Closed Positions
2
Increased
1
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WEST MICHIGAN ADVISORS, LLCNew | $274K | 10,664 |
| 2 | Kingsview Wealth Management, LLC | $68K | 2,665,174 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WEST MICHIGAN ADVISORS, LLCNew | +11K | $274K |
| Kingsview Wealth Management, LLC | +716K | $68K |
Top Sellers
| Fund | Shares Removed | Value |
|---|
Frequently Asked Questions
How many institutional investors hold MVFD?
As of Q1 2025, 2 institutional investors report holding MVFD (NORTHERN LTS FD TR IV) in their 13F filings.
Which hedge fund owns the most MVFD?
The largest institutional holder of MVFD is WEST MICHIGAN ADVISORS, LLC with $274K in shares.
Are institutions buying or selling MVFD?
This quarter, 1 institutions opened new positions in MVFD and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.