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 24M $341M 4% Jun 2026
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LPL Financial 23M $330M 27% Jun 2026
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Main Management 10M $147M -4% Jun 2026
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Advisor Group Holdings 7.4M $107M 1% Jun 2026
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Envestnet Asset Management 2.5M $37M -4% Jun 2026
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San Luis Wealth Advisors 1.3M $19M 7% Sep 2026
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Encompass More Asset Management 1.1M $16M -4% Sep 2026
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Madrona Financial Services 1.0M $15M 11% Sep 2026
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Potomac Fund Management 793k $12M 11% Jun 2026
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AMG Asset Management Group 617k $8.9M 6% Sep 2026
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Virtue Capital Management 614k $8.9M -2% Jun 2026
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Ashton Thomas Private Wealth 416k $6.0M 17% Jun 2026
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Echo45 Advisors 353k $5.1M 2% Sep 2026
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Gwn Securities 288k $4.2M 16% Jun 2026
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Pensionmark Financial Group 259k $3.7M -8% Jun 2026
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Cambridge Investment Research Advisors 256k $3.7M 40% Jun 2026
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Copley Financial Group 246k $3.5M 12% Jun 2026
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Cetera Investment Advisers 241k $3.5M -9% Jun 2026
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Global Retirement Partners 217k $3.1M 100% Jun 2026
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Tactive Advisors 214k $3.1M 3% Sep 2026
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Dynamic Advisors Solutions 196k $2.8M 9% Sep 2026
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Pine Valley Investments Ltd Liability 182k $2.6M 12% Jun 2026
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Integrity Alliance 169k $2.4M 2% Jun 2026
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Independent Financial Group 168k $2.4M 5% Sep 2026
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Sonoma Allocations 161k $2.3M 42% Jun 2026
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Silver Oak Securities 127k $1.8M 0% Jun 2026
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GeoWealth Management 115k $1.7M 25% Jun 2026
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Change Path 113k $1.6M 9% Jun 2026
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Partners Wealth Management 108k $1.6M 100% Sep 2026
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Tortuga Wealth Management 89k $1.3M 12% Sep 2026
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CFS Investment Advisory Services 89k $1.3M 11% Sep 2026
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Silver Grove Financial Group 85k $1.2M 5% Jun 2026
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United Advisor Group 83k $1.2M 20% Jun 2026
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Astoria Portfolio Advisors 75k $1.1M 2% Jun 2026
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Goldman Sachs Group 74k $1.1M 149% Jun 2026
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Ausdal Financial Partners 73k $1.1M -1% Jun 2026
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Mutual Advisors 70k $1.0M 20% Jun 2026
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Coldstream Capital Management 69k $1.0M 97% Jun 2026
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Gibbs Wealth Management 56k $816k 62% Sep 2026
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Envestnet Portfolio Solutions 53k $759k 4% Jun 2026
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Victory Financial Group 51k $744k -4% Sep 2026
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Mission Financial Group 44k $641k 107% Sep 2026
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Atria Investments 38k $551k 100% Sep 2026
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Signal Advisors Wealth 34k $486k 65% Sep 2026
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Brookstone Capital Management 33k $473k 100% Sep 2026
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PFG Advisors 32k $458k 7% Sep 2026
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Money Concepts Capital Corp 32k $457k 7% Jun 2026
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Citadel Advisors 28k $406k 100% Jun 2026
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Koshinski Asset Management 28k $399k 6% Jun 2026
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Kingswood Wealth Advisors 27k $384k -10% Sep 2026
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Integrity Advisory Solutions 25k $355k 37% Jun 2026
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VisionPoint Advisory Group 23k $334k 35% Sep 2026
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Kestra Advisory Services 20k $291k -2% Jun 2026
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Harbour Investments 20k $285k -8% Jun 2026
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Raymond James Financial 15k $215k 100% Jun 2026
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Oasis Advisors 13k $193k 100% Sep 2026
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Simplicity Wealth 11k $159k 100% Sep 2026
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Old Mission Capital 11k $159k 100% Jun 2026
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Pacific Financial Group 11k $155k 100% Jun 2026
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Fiduciary Alliance 11k $153k 100% Sep 2026
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Jane Street 10k $148k 100% Jun 2026
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AE Wealth Management 10k $145k 9% Jun 2026
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Assetmark 9.3k $135k 139% Sep 2026
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Synergy Investment Management 8.1k $117k 0% Jun 2026
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Steward Partners Investment Advisory 2.5k $36k 0% Jun 2026
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Farther Finance Advisors 1.0k $15k 0% Sep 2026
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Ameritas Advisory Services 558.00 $8.1k 100% Jun 2026
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EverSource Wealth Advisors 435.00 $6.3k -50% Jun 2026
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Northwestern Mutual Wealth Management Company 325.00 $4.7k -97% Jun 2026
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GK Wealth Management 276.00 $4.0k 100% Sep 2026
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Financial Network Wealth Advisors 201.00 $2.9k 100% Sep 2026
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IFP Advisors 108.00 $1.6k 116% Sep 2026
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Fortis Group Advisors 74.00 $1.1k 0% Jun 2026
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Jones Financial Companies, L.L 54.00 $777.999600 100% Jun 2026
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Farmers & Merchants Trust Co of Chambersburg PA 18.00 $0 100% Sep 2026
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Wells Fargo & Company 1.00 $13.000000 0% Jun 2026
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Who sold out of Northern Lts Fd Tr Iv?

Fund or Company Name Date Sold Shares Held Valued At
Foundations Investment Advisors Mar 2026 188k $2.6M
Richmond Investment Services Mar 2026 23k $328k
Strategic Equity Management Mar 2026 16k $227k
Moneywise Mar 2026 16k $227k
Triad Wealth Partners Jun 2026 16k $229k
Susquehanna International Mar 2026 11k $161k
UBS Group Mar 2026 2.7k $38k
Advisory Services Network Mar 2026 1.9k $27k
CoreCap Advisors Jun 2026 987.00 $14k
Royal Bank of Canada Mar 2026 525.00 $7.0k
Goss Wealth Management Mar 2026 162.00 $2.3k
Vision Retirement Mar 2026 53.00 $749.997700
Buck Wealth Strategies Jun 2026 26.00 $375.999000