Who owns NORTHERN LTS FD TR IV?

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Analyze quarterly positions in Northern Lts Fd Tr Iv with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Northern Lts Fd Tr Iv stock

Who bought or sold NORTHERN LTS FD TR IV this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
CLS Investments 19M $270M 13% Sep 2025
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LPL Financial 11M $154M 55% Sep 2025
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Main Management 7.6M $109M 3% Sep 2025
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Advisor Group Holdings 7.1M $101M 12% Sep 2025
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Envestnet Asset Management 2.2M $31M 2% Sep 2025
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Encompass More Asset Management 1.6M $22M 9% Sep 2025
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Virtue Capital Management 1.2M $17M -3% Sep 2025
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CWM 882k $13M 1% Sep 2025
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Potomac Fund Management 550k $7.8M 7% Sep 2025
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San Luis Wealth Advisors 421k $6.0M 11% Sep 2025
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Madrona Financial Services 324k $4.6M 2% Sep 2025
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Echo45 Advisors 305k $4.3M 3% Sep 2025
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Gwn Securities 212k $3.0M -33% Sep 2025
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Cetera Investment Advisers 204k $2.9M 100% Sep 2025
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Copley Financial Group 200k $2.8M 10% Sep 2025
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Tactive Advisors 192k $2.7M 5% Sep 2025
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H D Vest Advisory Services 170k $2.4M 3% Jun 2025
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Integrity Alliance 168k $2.4M 67% Sep 2025
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Atria Investments 150k $2.1M 1% Sep 2025
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Defined Financial Planning 147k $2.1M 4% Sep 2025
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Global Retirement Partners 132k $1.9M 21% Sep 2025
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Foundations Investment Advisors 126k $1.8M 100% Sep 2025
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Dynamic Advisors Solutions 114k $1.6M 11% Sep 2025
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Change Path 92k $1.3M -52% Sep 2025
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Cambridge Investment Research Advisors 89k $1.3M 82% Sep 2025
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GeoWealth Management 82k $1.2M 4% Sep 2025
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CFS Investment Advisory Services 76k $1.1M 57% Sep 2025
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Silver Oak Securities 73k $1.0M 104% Sep 2025
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PFG Advisors 67k $948k 14% Sep 2025
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Ausdal Financial Partners 64k $913k 100% Sep 2025
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United Advisor Group 52k $745k 170% Sep 2025
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FTB Advisors 52k $724k 3% Jun 2025
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Mutual Advisors 46k $660k -5% Sep 2025
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Envestnet Portfolio Solutions 34k $487k -27% Sep 2025
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Partners Wealth Management 33k $469k 12% Sep 2025
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Kingswood Wealth Advisors 29k $411k 18% Sep 2025
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Money Concepts Capital Corp 29k $407k 6% Sep 2025
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Gibbs Wealth Management 27k $378k 100% Sep 2025
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Koshinski Asset Management 24k $335k 0% Sep 2025
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Coldstream Capital Management 22k $319k 100% Sep 2025
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Kestra Advisory Services 21k $300k -3% Sep 2025
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Columbia Advisory Partners 16k $227k -1% Sep 2025
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Atria Wealth Solutions 15k $206k -92% Jun 2025
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Goldman Sachs Group 15k $207k 100% Sep 2025
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Raymond James Financial 14k $193k 447% Sep 2025
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AE Wealth Management 12k $171k 153% Sep 2025
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Sigma Planning 11k $158k -2% Sep 2025
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Mach-1 Financial Group 11k $152k 100% Sep 2025
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Harbour Investments 5.4k $77k 9% Sep 2025
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UBS Group 4.4k $62k 100% Sep 2025
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Tripletail Wealth Management 3.3k $46k 100% Sep 2025
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GPS Wealth Strategies Group 3.1k $44k 100% Sep 2025
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Advisory Services Network 1.8k $25k 100% Sep 2025
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CoreCap Advisors 1.3k $18k 0% Sep 2025
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Farther Finance Advisors 1.0k $15k 0% Sep 2025
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EverSource Wealth Advisors 455.00 $6.5k 0% Sep 2025
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Northwestern Mutual Wealth Management Company 454.00 $6.5k -42% Sep 2025
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Hanson McClain Advisors 195.00 $2.8k -64% Sep 2025
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IFP Advisors 128.00 $1.8k -2% Sep 2025
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Morgan Stanley 116.00 $1.6k 100% Jun 2025
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Root Financial Partners 115.00 $1.6k 100% Sep 2025
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Principal Securities 106.00 $1.5k 100% Sep 2025
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Nbc Securities 55.00 $781.000000 100% Sep 2025
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Assetmark 44.00 $624.998000 -76% Sep 2025
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Wells Fargo & Company 1.00 $10.000000 -99% Sep 2025
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Who sold out of Northern Lts Fd Tr Iv?

Fund or Company Name Date Sold Shares Held Valued At
Feltz Wealth PLAN Jun 2025 268k $3.8M
Jane Street Jun 2025 36k $508k
Old Mission Capital Jun 2025 19k $262k
Whittier Trust Co. of Nevada Jun 2025 4.0k $56k
Jpmorgan Chase & Co Mar 2025 989.00 $14k