Who owns NORTHERN LTS FD TR IV?
- Ticker: PTL
- CUSIP Number: 66537j796
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
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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 |
|---|---|---|---|---|---|
| Inspire Advisors | 240k | $60M | 11% | Dec 2025 |
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| Plan A Wealth | 142k | $35M | 4% | Dec 2025 |
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| LPL Financial | 113k | $28M | 25% | Dec 2025 |
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| OneAscent Financial Services | 103k | $25M | -14% | Dec 2025 |
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| Christian Investment Advisors | 92k | $23M | 6% | Dec 2025 |
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| Strategic Equity Management | 63k | $16M | 16% | Dec 2025 |
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| Silver Oak Securities | 60k | $15M | 10% | Dec 2025 |
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| Stifel Financial | 55k | $14M | 18% | Dec 2025 |
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| Geneos Wealth Management | 47k | $12M | 351% | Dec 2025 |
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| CWM Advisors | 43k | $11M | -2% | Dec 2025 |
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| Belpointe Asset Management | 37k | $9.2M | 3% | Dec 2025 |
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| Moneywise | 35k | $8.8M | 10% | Dec 2025 |
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| Investment Research Partners | 28k | $7.0M | -2% | Dec 2025 |
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| United Capital Financial Advisers | 27k | $6.8M | 22% | Sep 2025 |
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| Legacy Wealth Asset Management | 27k | $6.6M | 1% | Dec 2025 |
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| PAX Financial Group | 24k | $6.0M | -1% | Dec 2025 |
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| Colony | 20k | $5.0M | -1% | Dec 2025 |
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| Commonwealth Equity Services | 19k | $4.7M | 8% | Dec 2025 |
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| Nations Financial Group | 18k | $4.5M | 24% | Dec 2025 |
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| Goldman Sachs Group | 17k | $4.3M | 104% | Dec 2025 |
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| CWM | 17k | $4.3M | 84% | Dec 2025 |
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| Frontier Asset Management | 17k | $4.2M | 25% | Dec 2025 |
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| Creative Financial Designs | 16k | $3.9M | 69% | Dec 2025 |
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| Family Wealth Partners | 14k | $3.5M | 122% | Dec 2025 |
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| Buckingham Strategic Partners | 14k | $3.5M | -40% | Dec 2025 |
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| Jones Financial Companies, L.L | 14k | $3.4M | 103% | Dec 2025 |
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| AE Wealth Management | 14k | $3.4M | 65% | Dec 2025 |
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| Pettinga Financial Advisors | 13k | $3.3M | 2% | Dec 2025 |
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| Gts Securities | 12k | $2.9M | 1099% | Dec 2025 |
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| Sound Financial Strategies Group | 12k | $2.9M | 0% | Dec 2025 |
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| Envestnet Asset Management | 12k | $2.9M | 53% | Dec 2025 |
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| XY Planning Network | 11k | $2.8M | 5% | Dec 2025 |
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| Jane Street | 10k | $2.5M | 127% | Dec 2025 |
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| ValMark Advisers | 9.9k | $2.4M | -1% | Dec 2025 |
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| Cambridge Investment Research Advisors | 9.7k | $2.4M | 23% | Dec 2025 |
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| LifeGuide Financial Advisors | 9.7k | $2.4M | 100% | Dec 2025 |
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| WorthPointe | 8.8k | $2.2M | 100% | Dec 2025 |
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| Sowell Financial Services | 7.3k | $1.8M | -14% | Dec 2025 |
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| EverSource Wealth Advisors | 7.0k | $1.7M | 2404% | Dec 2025 |
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| Optivise Advisory Services | 7.0k | $1.7M | 100% | Dec 2025 |
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| Cetera Investment Advisers | 6.6k | $1.6M | 42% | Dec 2025 |
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| SageOak Financial | 5.7k | $1.4M | 0% | Dec 2025 |
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| Fiduciary Alliance | 4.5k | $1.1M | 217% | Dec 2025 |
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| Pioneer Wealth Management Group | 4.5k | $1.1M | 0% | Dec 2025 |
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| Sanctuary Advisors | 4.2k | $1.0M | -11% | Dec 2025 |
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| Envestnet Portfolio Solutions | 4.1k | $1.0M | 31% | Dec 2025 |
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| Raymond James Financial | 3.8k | $946k | -69% | Dec 2025 |
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| IFG Advisory | 3.7k | $924k | 33% | Dec 2025 |
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| Advisor Group Holdings | 3.6k | $893k | -15% | Dec 2025 |
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| IFP Advisors | 3.5k | $878k | 0% | Dec 2025 |
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| Pensionmark Financial Group | 3.3k | $817k | 8% | Dec 2025 |
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| Sterling Investment Advisors | 3.1k | $763k | 0% | Dec 2025 |
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| Schwallier Wealth Management | 3.0k | $773k | 15% | Dec 2025 |
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| OneAscent Wealth Management | 3.0k | $734k | 19% | Dec 2025 |
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| First Heartland Consultants | 2.9k | $715k | -16% | Dec 2025 |
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| PFG Investments | 2.9k | $711k | -7% | Dec 2025 |
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| Plan Group Financial | 2.7k | $658k | 66% | Dec 2025 |
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| Mosaic Family Wealth Partners | 2.6k | $646k | 3% | Dec 2025 |
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| Golden State Equity Partners | 2.0k | $506k | 21% | Dec 2025 |
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| Whitaker-Myers Wealth Managers | 1.8k | $454k | 0% | Dec 2025 |
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| CX Institutional | 1.8k | $434k | 668% | Dec 2025 |
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| Centaurus Financial | 1.6k | $407k | 116% | Dec 2025 |
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| Gwn Securities | 1.5k | $372k | 0% | Dec 2025 |
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| Continuum Advisory | 1.2k | $305k | 2% | Dec 2025 |
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| Tandem Investment Partners | 1.2k | $304k | 4% | Dec 2025 |
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| Strategic Blueprint | 1.2k | $302k | 48% | Dec 2025 |
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| Courier Capital Corp | 1.2k | $295k | 9% | Dec 2025 |
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| Pinnacle Financial Partners | 1.1k | $267k | 100% | Dec 2025 |
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| Morris Retirement Advisors | 1.0k | $256k | 9% | Dec 2025 |
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| Howard Bailey Securities | 953.00 | $238k | 100% | Sep 2025 |
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| Principal Securities | 898.00 | $223k | 41% | Dec 2025 |
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| AlphaStar Capital Management | 879.00 | $218k | 0% | Dec 2025 |
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| Equitable Holdings | 842.00 | $209k | 100% | Dec 2025 |
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| Forge Financial Services | 825.00 | $205k | 100% | Dec 2025 |
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| Creekmur Asset Management | 806.00 | $201k | 3% | Sep 2025 |
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| Mountain Capital Investment Advisors | 790.00 | $203k | 100% | Dec 2025 |
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| Revisor Wealth Management | 783.00 | $202k | 100% | Dec 2025 |
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| Harbour Investments | 225.00 | $56k | 36% | Dec 2025 |
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| Bare Financial Services | 192.00 | $48k | 1% | Dec 2025 |
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| Ronald Blue Trust | 162.00 | $40k | 0% | Dec 2025 |
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| Kestra Advisory Services | 127.00 | $32k | 100% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 106.00 | $26k | 18% | Dec 2025 |
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| UBS Group | 31.00 | $7.7k | 100% | Dec 2025 |
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| Pinnacle Wealth Planning Services | 31.00 | $7.7k | 100% | Dec 2025 |
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| AdvisorNet Financial | 26.00 | $6.5k | 0% | Dec 2025 |
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| FMR | 11.00 | $2.9k | 120% | 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 |
|---|---|---|---|
| Financial Advocates Investment Management | Jun 2025 | 3.9k | $904k |
| RMG Wealth Management | Sep 2025 | 2.8k | $701k |
| Arete Wealth Advisors | Sep 2025 | 2.2k | $552k |
| Advisory Alpha | Sep 2025 | 1.8k | $454k |
| Advisory Services Network | Sep 2025 | 310.00 | $77k |
| Clarity Asset Management | Sep 2025 | 285.00 | $71k |
| GPS Wealth Strategies Group | Sep 2025 | 249.00 | $62k |
| Royal Bank of Canada | Jun 2025 | 55.00 | $13k |