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

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / FM FOCUS EQUITY
Total 13F shares
3,046,382
Share change
-9,186
Total reported value
$104,916,479
Price per share
$34.44
Number of holders
5
Value change
-$326,591
Number of buys
1
Number of sells
2

Institutional Holders of NORTHERN LTS FD TR IV - FM FOCUS EQUITY (FMCX) as of Q4 2025

As of 31 Dec 2025, NORTHERN LTS FD TR IV - FM FOCUS EQUITY (FMCX) was held by 5 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 3,046,382 shares. The largest 5 holders included FIRST MANHATTAN CO. LLC., Avalon Trust Co, UBS Group AG, NBC SECURITIES, INC., and Federation des caisses Desjardins du Quebec. This page lists 5 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.