As of 31 Dec 2025, 3 institutional investors reported holding 2,905,569 shares of NORTHERN LTS FD TR IV - MONARCH VOL FACT (MVFD).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 2,905,569 | $81,914,967 | +$4,048,140 | $28.19 | 3 |
| 2025 Q3 | 2,761,979 | $74,733,639 | +$2,428,266 | $27.06 | 2 |
| 2025 Q2 | 2,672,236 | $69,291,085 | -$90,918 | $25.93 | 1 |
| 2025 Q1 | 2,675,838 | $68,609,110 | +$18,625,642 | $25.67 | 2 |
| 2024 Q4 | 1,949,430 | $50,626,709 | +$2,111,180 | $25.97 | 2 |
| 2024 Q3 | 1,868,137 | $49,300,146 | +$6,260,401 | $26.39 | 2 |
| 2024 Q2 | 1,631,470 | $40,297,309 | +$6,674,804 | $24.70 | 2 |
| 2024 Q1 | 1,361,232 | $35,271,290 | +$35,271,290 | $25.91 | 3 |