13FBOX
NORTHERN LTS FD TR IV · 13F Institutional Holdings
Options Calculator Rankings
N

NORTHERN LTS FD TR IV

MVFG
Institutions
8
Combined AUM (Q2 2026)
$143.9M
Combined Shares (Q2 2026)
4.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+61,449
5 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-42
1 · 1 Exit · ≈
⚖️ Net
+61,407
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$143.9M
Institutions
8
New Buys
3
Adds
2
Reduces
0
Exits
1
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Kingsview Wealth Management, LLC
2.47%1.91%#1$140.0M4.3M$140.0M4.3M00.00%Unchanged
WBI INVESTMENTS, LLC
0.35%0.33%#3$1.4M40,713$1.1M35,345+5,368+15.19%Add
MILLINGTON SECURITIES, LLC
0.43%#2$1.1M35,345$00+35,345New Buy
Maridea Wealth Management LLC
0.04%0.04%#5$345,7169,963$261,3038,115+1,848+22.77%Add
JANE STREET GROUP, LLC
<0.01%#7$333,3639,607$00+9,607New Buy
PFG Investments, LLC
0.01%#6$322,0519,281$00+9,281New Buy
WEST MICHIGAN ADVISORS, LLC
0.06%0.06%#4$293,6649,120$293,6649,12000.00%Unchanged
FMR LLC
<0.01%<0.01%#8$7,166207$6,65020700.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow