FMCX — NORTHERN LTS FD TR IV
As of Q2 2026, 3 SEC-registered investment managers reported holding FMCX (NORTHERN LTS FD TR IV) in their latest 13F filings, with a combined reported value of $14.61M across 391.94K shares. That is +161860.7% by share count (+391.70K shares) versus the previous quarter, while reported value moved +188094.2%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Bank of America Corp history | Q2 2026 | 391.80K | $14.61M | 0.00% | New |
| UBS Group AG history | Q2 2026 | 142 | $5.29K | 0.00% | Reduce |
| Morgan Stanley history | Q2 2024 | 1 | $38 | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1 | $37 | 0.00% | New |
New Positions (Q2 2026)
- Bank of America Corp 391.80K sh · $14.61M
- Fidelity Management & Research (FMR) 1 sh · $37
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 4 funds)
| Fund | Q2 2023 | Q2 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | — | — | — | — | — | — | — | 391.80K |
| UBS Group AG | — | — | 78 | 10 | 367 | 354 | 242 | 142 |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | 1 |
| Morgan Stanley | 1 | 1 | — | — | — | — | — | — |