NORTHERN LTS FD TR IV (MVFD)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Ownership Map

Top 5 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders4of 5,944

Avg: 68

Uncrowded58th percentileCrowded

Institutional Activity

Buy/Sell Ratio5x

37th percentile

5 buying1 selling

+3

New

-1

Closed

+538K

Net shares

Ownership Concentration

Top 5: 101.6%Top 10: 101.6%

Kingsview Wealth Management,96.5%

WBI INVESTMENTS,1.6%

00014490881.6%

ENVESTNET ASSET MANAGEMENT1.5%

WEST MICHIGAN ADVISORS,0.3%

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No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Conviction-Weighted Ownership

Median weight: 0.44%Avg weight: 0.45%Max: 1.31%High conviction (>1%): 1

Kingsview Wealth Management,

WBI INVESTMENTS,

0001449088

ENVESTNET ASSET MANAGEMENT

WEST MICHIGAN ADVISORS,

Crowding AnalysisModerate

Holders4of 5,944

Avg: 68

Uncrowded58th percentileCrowded

Institutional Activity

Buy/Sell Ratio5x

37th percentile

5 buying1 selling

+3

New

-1

Closed

+538K

Net shares

Ownership Concentration

Top 5: 101.6%Top 10: 101.6%

Kingsview Wealth Management,96.5%

WBI INVESTMENTS,1.6%

00014490881.6%

ENVESTNET ASSET MANAGEMENT1.5%

WEST MICHIGAN ADVISORS,0.3%

Crowding AnalysisModerate

Holders4of 5,944

Avg: 68

Uncrowded58th percentileCrowded

Institutional Activity

Buy/Sell Ratio5x

37th percentile

5 buying1 selling

+3

New

-1

Closed

+538K

Net shares

Ownership Concentration

Top 5: 101.6%Top 10: 101.6%

Kingsview Wealth Management,96.5%

WBI INVESTMENTS,1.6%

00014490881.6%

ENVESTNET ASSET MANAGEMENT1.5%

WEST MICHIGAN ADVISORS,0.3%

Institutional Trends (8 Quarters)

No trend data available for this metric.

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2024-03

$11,981

MVFD · +20%

$14,662

S&P 500 · +47%

−$2,680

behind the index

Total return (5Y)

+20%

S&P 500

+47%

vs. market

-27%

underperformed

Annualized

8.4%

mkt 18.5%

Volatility

7%

annualized

Beta

0.08

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

MVFDS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

MVFD (solid)S&P 500 (outline)Green = positive year, red = negative. Number = MVFD's return.

Beat the market

0 / 3 yrs

0% win rate

Best year

+10%

2025

Worst year

+2%

2024

Worst drawdown

-4%

recovered in 1 qtr

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -4%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 5 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 5 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position