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 |
|---|---|---|---|---|---|
| OneAscent Financial Services | 285k | $71M | 178% | Mar 2026 |
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| Inspire Advisors | 267k | $67M | 11% | Mar 2026 |
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| Plan A Wealth | 152k | $38M | 7% | Mar 2026 |
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| Creative Financial Designs | 147k | $37M | 831% | Mar 2026 |
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| LPL Financial | 132k | $33M | 17% | Mar 2026 |
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| Christian Investment Advisors | 93k | $24M | 1% | Mar 2026 |
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| Silver Oak Securities | 63k | $16M | 4% | Mar 2026 |
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| Stifel Financial | 51k | $13M | -6% | Mar 2026 |
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| Strategic Equity Management | 51k | $13M | -19% | Mar 2026 |
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| Geneos Wealth Management | 45k | $11M | -4% | Mar 2026 |
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| Belpointe Asset Management | 41k | $10M | 10% | Mar 2026 |
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| United Capital Financial Advisers | 40k | $10M | 11% | Mar 2026 |
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| CWM Advisors | 39k | $9.7M | -10% | Mar 2026 |
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| Moneywise | 31k | $7.7M | -13% | Mar 2026 |
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| Investment Research Partners | 30k | $7.5M | 6% | Mar 2026 |
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| Legacy Wealth Asset Management | 28k | $7.1M | 6% | Mar 2026 |
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| PAX Financial Group | 24k | $6.0M | 0% | Mar 2026 |
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| EverSource Wealth Advisors | 24k | $5.9M | 233% | Mar 2026 |
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| Nations Financial Group | 23k | $5.7M | 27% | Mar 2026 |
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| Buckingham Strategic Partners | 22k | $5.6M | 58% | Mar 2026 |
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| Family Wealth Partners | 22k | $5.6M | 57% | Mar 2026 |
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| Goldman Sachs Group | 20k | $5.1M | 18% | Mar 2026 |
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| Colony | 20k | $5.0M | -1% | Dec 2025 |
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| Commonwealth Equity Services | 19k | $4.8M | 2% | Mar 2026 |
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| CWM | 17k | $4.3M | 84% | Dec 2025 |
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| Frontier Asset Management | 17k | $4.3M | 1% | Mar 2026 |
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| AE Wealth Management | 16k | $4.1M | 19% | Mar 2026 |
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| Citadel Advisors | 15k | $3.7M | 1371% | Mar 2026 |
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| Sound Financial Strategies Group | 14k | $3.6M | 21% | Mar 2026 |
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| Pettinga Financial Advisors | 14k | $3.5M | 5% | Mar 2026 |
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| Jones Financial Companies, L.L | 14k | $3.4M | 103% | Dec 2025 |
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| Envestnet Asset Management | 13k | $3.4M | 14% | Mar 2026 |
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| XY Planning Network | 13k | $3.2M | 14% | Mar 2026 |
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| Independent Advisor Alliance | 12k | $3.1M | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 12k | $3.1M | 26% | Mar 2026 |
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| Gts Securities | 12k | $2.9M | 1099% | Dec 2025 |
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| Tulsa Wealth Advisors | 11k | $2.7M | 100% | Mar 2026 |
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| LifeGuide Financial Advisors | 11k | $2.6M | 9% | Mar 2026 |
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| ValMark Advisers | 10k | $2.5M | 3% | Mar 2026 |
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| Jane Street | 9.3k | $2.3M | -7% | Mar 2026 |
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| Cetera Investment Advisers | 7.7k | $1.9M | 17% | Mar 2026 |
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| Fiduciary Alliance | 7.3k | $1.9M | 61% | Mar 2026 |
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| Optivise Advisory Services | 6.8k | $1.7M | -4% | Mar 2026 |
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| SageOak Financial | 5.7k | $1.4M | -1% | Mar 2026 |
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| PFG Financial Advisors | 5.5k | $1.4M | 100% | Mar 2026 |
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| Pioneer Wealth Management Group | 5.3k | $1.3M | 20% | Mar 2026 |
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| WorthPointe | 5.3k | $1.3M | -40% | Mar 2026 |
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| Envestnet Portfolio Solutions | 4.7k | $1.2M | 14% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 4.4k | $1.1M | 4075% | Mar 2026 |
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| Sowell Financial Services | 4.1k | $1.0M | -43% | Mar 2026 |
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| Schwallier Wealth Management | 3.9k | $972k | 28% | Mar 2026 |
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| Raymond James Financial | 3.8k | $946k | -69% | Dec 2025 |
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| Farther Finance Advisors | 3.6k | $917k | 100% | Mar 2026 |
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| Advisor Group Holdings | 3.6k | $893k | -15% | Dec 2025 |
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| IFP Advisors | 3.6k | $893k | 1% | Mar 2026 |
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| Pensionmark Financial Group | 3.4k | $846k | 3% | Mar 2026 |
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| OneAscent Wealth Management | 3.3k | $829k | 12% | Mar 2026 |
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| RMG Wealth Management | 3.3k | $920k | 100% | Mar 2026 |
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| Sterling Investment Advisors | 3.1k | $771k | 0% | Mar 2026 |
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| Plan Group Financial | 3.0k | $739k | 11% | Mar 2026 |
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| Larry Mathis Financial Planning | 2.9k | $727k | 0% | Mar 2026 |
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| PFG Investments | 2.8k | $712k | -1% | Mar 2026 |
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| First Heartland Consultants | 2.8k | $699k | -3% | Mar 2026 |
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| Revisor Wealth Management | 2.6k | $660k | 235% | Mar 2026 |
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| Golden State Equity Partners | 2.3k | $580k | 13% | Mar 2026 |
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| Sanctuary Advisors | 2.3k | $579k | -44% | Mar 2026 |
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| Win Advisors | 2.3k | $575k | 100% | Mar 2026 |
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| Whitaker-Myers Wealth Managers | 2.2k | $539k | 18% | Mar 2026 |
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| Gwn Securities | 1.5k | $372k | 0% | Dec 2025 |
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| Mosaic Family Wealth Partners | 1.5k | $368k | -44% | Mar 2026 |
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| Tandem Investment Partners | 1.4k | $356k | 16% | Mar 2026 |
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| Howard Bailey Securities | 1.4k | $351k | 47% | Mar 2026 |
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| Morris Retirement Advisors | 1.3k | $328k | 27% | Mar 2026 |
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| Continuum Advisory | 1.3k | $323k | 5% | Mar 2026 |
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| Strategic Blueprint | 1.2k | $301k | -1% | Mar 2026 |
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| Courier Capital Corp | 1.2k | $297k | 0% | Mar 2026 |
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| Principal Securities | 1.1k | $282k | 26% | Mar 2026 |
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| CX Institutional | 1.1k | $278k | -37% | Mar 2026 |
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| Delta Investment Management | 1.1k | $274k | 100% | Mar 2026 |
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| Pinnacle Financial Partners | 1.1k | $267k | 100% | Dec 2025 |
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| Independent Financial Group | 1.0k | $257k | 16% | Mar 2026 |
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| Equitable Holdings | 1.0k | $250k | 20% | Mar 2026 |
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| AlphaStar Capital Management | 879.00 | $220k | 0% | Mar 2026 |
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| Forge Financial Services | 829.00 | $208k | 0% | Mar 2026 |
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| Simplicity Wealth | 823.00 | $206k | 100% | Mar 2026 |
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| Bedel Financial Consulting | 816.00 | $205k | 100% | Mar 2026 |
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| Mountain Capital Investment Advisors | 791.00 | $218k | 0% | Mar 2026 |
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| Root Financial Partners | 370.00 | $93k | 100% | Mar 2026 |
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| AdvisorNet Financial | 331.00 | $83k | 1173% | Mar 2026 |
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| Western Wealth Management | 325.00 | $81k | 100% | Mar 2026 |
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| Harbour Investments | 269.00 | $67k | 20% | Mar 2026 |
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| Wall Street Financial Group | 240.00 | $60k | 100% | Mar 2026 |
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| Bare Financial Services | 192.00 | $48k | 1% | Dec 2025 |
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| Ronald Blue Trust | 162.00 | $41k | 0% | Mar 2026 |
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| Morgan Stanley | 138.00 | $35k | 0% | Mar 2026 |
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| Peoples Financial Services | 69.00 | $17k | 100% | Mar 2026 |
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| Mather Group | 53.00 | $13k | 100% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 31.00 | $7.8k | 0% | Mar 2026 |
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| FMR | 10.00 | $2.5k | -9% | Dec 2025 |
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| Cornerstone Financial Management | 3.00 | $648.999900 | 100% | Mar 2026 |
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Who sold out of Northern Lts Fd Tr Iv?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| IFG Advisory | Dec 2025 | 3.7k | $924k |
| Centaurus Financial | Dec 2025 | 1.6k | $407k |
| Creekmur Asset Management | Sep 2025 | 806.00 | $201k |
| Advisory Services Network | Sep 2025 | 310.00 | $77k |
| GPS Wealth Strategies Group | Sep 2025 | 249.00 | $62k |
| Kestra Advisory Services | Dec 2025 | 127.00 | $32k |
| UBS Group | Dec 2025 | 31.00 | $7.7k |