Who owns NORTHERN LTS FD TR IV?
- Ticker: FDLS
- CUSIP Number: 66538h187
Tip: Access positions for across all investors
Analyze quarterly positions in Northern Lts Fd Tr Iv with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Inspire Advisors | 767k | $28M | 6% | Mar 2026 |
|
| Creative Financial Designs | 272k | $10M | 58% | Mar 2026 |
|
| Strategic Equity Management | 136k | $5.0M | 26% | Mar 2026 |
|
| LPL Financial | 129k | $4.7M | 145% | Mar 2026 |
|
| PAX Financial Group | 102k | $3.8M | 0% | Mar 2026 |
|
| AE Wealth Management | 93k | $3.4M | 61% | Mar 2026 |
|
| CWM Advisors | 89k | $3.3M | -18% | Mar 2026 |
|
| Belpointe Asset Management | 78k | $2.9M | 11% | Mar 2026 |
|
| Moneywise | 73k | $2.7M | 57% | Mar 2026 |
|
| Frontier Asset Management | 65k | $2.4M | 3% | Mar 2026 |
|
| OneAscent Financial Services | 65k | $2.4M | -3% | Mar 2026 |
|
| Envestnet Asset Management | 62k | $2.3M | 32% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 53k | $2.0M | 129% | Mar 2026 |
|
| Gts Securities | 36k | $1.3M | 26% | Dec 2025 |
|
| ValMark Advisers | 36k | $1.3M | 2% | Mar 2026 |
|
| Goldman Sachs Group | 28k | $1.0M | 88% | Mar 2026 |
|
| Envestnet Portfolio Solutions | 23k | $839k | 100% | Mar 2026 |
|
| Raymond James Financial | 14k | $497k | 100% | Dec 2025 |
|
| Revisor Wealth Management | 12k | $453k | -13% | Mar 2026 |
|
| Cetera Investment Advisers | 11k | $405k | 55% | Mar 2026 |
|
| Sanctuary Advisors | 9.7k | $359k | -44% | Mar 2026 |
|
| Geneos Wealth Management | 9.6k | $355k | 0% | Mar 2026 |
|
| Optivise Advisory Services | 8.8k | $325k | -1% | Mar 2026 |
|
| Strategic Blueprint | 8.8k | $325k | 16% | Mar 2026 |
|
| Jane Street | 8.7k | $323k | 100% | Mar 2026 |
|
| Golden State Equity Partners | 7.4k | $272k | 100% | Mar 2026 |
|
| Commonwealth Equity Services | 7.3k | $271k | 24% | Mar 2026 |
|
| Arlington Capital Management | 7.3k | $269k | 5% | Mar 2026 |
|
| Principal Securities | 6.1k | $227k | 100% | Mar 2026 |
|
| Integrated Advisors Network | 5.6k | $207k | 0% | Mar 2026 |
|
| EverSource Wealth Advisors | 2.3k | $85k | 39% | Mar 2026 |
|
| Advisor Group Holdings | 1.7k | $60k | 149% | Dec 2025 |
|
| Morgan Stanley | 615.00 | $23k | 2% | Mar 2026 |
|
| AdvisorNet Financial | 315.00 | $12k | 100% | Mar 2026 |
|
| FMR | 54.00 | $1.9k | -36% | Dec 2025 |
|
| Harbour Investments | 10.00 | $369.000000 | 100% | Mar 2026 |
|
Who sold out of Northern Lts Fd Tr Iv?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Centaurus Financial | Dec 2025 | 3.8k | $137k |
| Northwestern Mutual Wealth Management Company | Dec 2025 | 165.00 | $5.9k |
| Silver Oak Securities | Dec 2025 | 131.00 | $4.7k |
| Darren Munn | Dec 2025 | 21.00 | $765.000600 |