Who Owns MVFG?

NORTHERN LTS FD TR IV — Institutional Ownership & 13F Holdings

BATS

$33.89

+0.52 (+1.57%)

Market Cap

Shares Outstanding

Institutional Holders

2

Total Inst. Value

$89K

% of Float Held

QoQ Holder Change

Institutional data as of Q1 2025

New Positions

0

Closed Positions

2

Increased

2

Decreased

0

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Kingsview Wealth Management, LLC$82K3,248,669
2UBS Group AG$7K295

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
Kingsview Wealth Management, LLC+1.1M$82K
UBS Group AG+294$7K

Top Sellers

FundShares RemovedValue

Frequently Asked Questions

How many institutional investors hold MVFG?

As of Q1 2025, 2 institutional investors report holding MVFG (NORTHERN LTS FD TR IV) in their 13F filings.

Which hedge fund owns the most MVFG?

The largest institutional holder of MVFG is Kingsview Wealth Management, LLC with $82K in shares.

Are institutions buying or selling MVFG?

This quarter, 0 institutions opened new positions in MVFG 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.