NORTHERN LTS FD TR IV - MONARCH VOL FACT (MVFD)

CUSIP: 66537J820

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / MONARCH VOL FACT
Total 13F shares
2,905,569
Share change
+143,590
Total reported value
$81,914,967
Price per share
$28.19
Number of holders
3
Value change
+$4,048,140
Number of buys
2
Number of sells
1

Quarterly Holders Quick Answers

What is CUSIP 66537J820?
CUSIP 66537J820 identifies MVFD - NORTHERN LTS FD TR IV - MONARCH VOL FACT in SEC institutional holdings data.

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Institutional Holders of NORTHERN LTS FD TR IV - MONARCH VOL FACT (MVFD) as of Q4 2025

As of 31 Dec 2025, NORTHERN LTS FD TR IV - MONARCH VOL FACT (MVFD) was held by 3 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 2,905,569 shares. The largest 3 holders included Kingsview Wealth Management, LLC, WEST MICHIGAN ADVISORS, LLC, and UBS Group AG. This page lists 3 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.