NORTHERN LTS FD TR IV - FM FOCUS EQUITY (FMCX) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2022 to Q4 2025

Type / Class
Equity / FM FOCUS EQUITY
Symbol
FMCX
Price per share
$35.25
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
3,046,382
Total reported value
$104,916,479
% of total 13F portfolios
0%
Share change
-9,186
Value change
-$326,591
Number of holders
5
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 5 institutional investors reported holding 3,046,382 shares of NORTHERN LTS FD TR IV - FM FOCUS EQUITY (FMCX).

Institutional Holders of NORTHERN LTS FD TR IV - FM FOCUS EQUITY (FMCX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 3,046,382 $104,916,479 -$326,591 $34.44 5
2025 Q3 3,055,568 $107,555,687 +$87,648 $35.20 6
2025 Q2 3,053,078 $100,387,653 -$566,276 $32.88 6
2025 Q1 3,070,300 $91,378,489 +$779,027 $29.76 6
2024 Q4 3,044,122 $94,519,988 -$309,137 $31.05 3
2024 Q3 3,053,991 $95,584,228 -$16,469 $31.30 5
2024 Q2 3,054,517 $87,677,284 +$380,520 $28.68 6
2024 Q1 3,041,246 $88,031,815 +$258,737 $28.94 2
2023 Q4 3,032,308 $80,690,579 +$66,659 $26.61 2
2023 Q3 3,029,803 $72,667,497 +$381,229 $23.99 2
2023 Q2 3,013,908 $75,873,702 +$255,244 $25.09 2
2023 Q1 3,003,769 $68,957,894 +$39,808 $22.96 1
2022 Q4 3,002,035 $66,398,754 +$428,933 $22.12 1
2022 Q3 2,982,642 $62,824,000 +$359,717 $21.06 1
2022 Q2 2,965,564 $66,813,000 +$66,813,000 $22.53 1