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
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 | 329k | $94M | 23% | Jun 2026 |
|
| OneAscent Financial Services | 293k | $84M | 3% | Jun 2026 |
|
| LPL Financial | 180k | $52M | 36% | Jun 2026 |
|
| Plan A Wealth | 159k | $46M | 5% | Jun 2026 |
|
| Creative Financial Designs | 118k | $34M | -20% | Jun 2026 |
|
| Christian Investment Advisors | 92k | $26M | -1% | Jun 2026 |
|
| Strategic Equity Management | 81k | $23M | 58% | Jun 2026 |
|
| Silver Oak Securities | 65k | $19M | 3% | Jun 2026 |
|
| Stifel Financial | 53k | $15M | 3% | Jun 2026 |
|
| Geneos Wealth Management | 49k | $14M | 10% | Jun 2026 |
|
| United Capital Financial Advisers | 45k | $13M | 14% | Jun 2026 |
|
| Moneywise | 45k | $13M | 46% | Jun 2026 |
|
| CWM Advisors | 42k | $12M | 9% | Jun 2026 |
|
| Belpointe Asset Management | 41k | $12M | 0% | Jun 2026 |
|
| Investment Research Partners | 30k | $8.6M | 0% | Jun 2026 |
|
| Jones Financial Companies, L.L | 29k | $8.2M | 26% | Jun 2026 |
|
| Legacy Wealth Asset Management | 29k | $8.2M | 2% | Jun 2026 |
|
| Gts Securities | 28k | $8.1M | 540% | Jun 2026 |
|
| Orgel Wealth Management | 28k | $7.9M | 100% | Jun 2026 |
|
| EverSource Wealth Advisors | 27k | $7.6M | 13% | Jun 2026 |
|
| Buckingham Strategic Partners | 25k | $7.2M | 12% | Jun 2026 |
|
| Family Wealth Partners | 25k | $7.1M | 12% | Jun 2026 |
|
| PAX Financial Group | 24k | $6.9M | 1% | Jun 2026 |
|
| Goldman Sachs Group | 23k | $6.6M | 13% | Jun 2026 |
|
| Colony | 22k | $6.3M | 4% | Jun 2026 |
|
| Frontier Asset Management | 21k | $6.0M | 22% | Jun 2026 |
|
| Commonwealth Equity Services | 20k | $5.6M | 2% | Jun 2026 |
|
| Envestnet Asset Management | 18k | $5.2M | 36% | Jun 2026 |
|
| AE Wealth Management | 18k | $5.1M | 8% | Jun 2026 |
|
| Citadel Advisors | 15k | $4.4M | 3% | Jun 2026 |
|
| Pettinga Financial Advisors | 15k | $4.3M | 7% | Jun 2026 |
|
| Sound Financial Strategies Group | 15k | $4.1M | 2% | Jun 2026 |
|
| Equitable Holdings | 13k | $3.7M | 1197% | Jun 2026 |
|
| Tulsa Wealth Advisors | 12k | $3.4M | 10% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 12k | $3.3M | -5% | Jun 2026 |
|
| LifeGuide Financial Advisors | 11k | $3.0M | 0% | Jun 2026 |
|
| Centaurus Financial | 10k | $2.9M | 100% | Jun 2026 |
|
| ValMark Advisers | 10k | $2.9M | 1% | Jun 2026 |
|
| Cetera Investment Advisers | 9.5k | $2.7M | 22% | Jun 2026 |
|
| Hrt Financial | 8.5k | $2.4M | 100% | Jun 2026 |
|
| Kovack Advisors | 8.5k | $2.4M | 100% | Jun 2026 |
|
| Raymond James Financial | 7.8k | $2.2M | 22% | Jun 2026 |
|
| Fiduciary Alliance | 7.3k | $2.1M | 1% | Jun 2026 |
|
| Optivise Advisory Services | 6.7k | $1.9M | -1% | Jun 2026 |
|
| Simplicity Wealth | 6.2k | $1.8M | 652% | Jun 2026 |
|
| IFG Advisory | 5.9k | $1.7M | 100% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 5.9k | $1.7M | 34% | Jun 2026 |
|
| PFG Financial Advisors | 5.9k | $1.7M | 8% | Jun 2026 |
|
| Pioneer Wealth Management Group | 5.6k | $1.6M | 5% | Jun 2026 |
|
| SageOak Financial | 5.5k | $1.6M | -4% | Jun 2026 |
|
| Envestnet Portfolio Solutions | 5.4k | $1.6M | 16% | Jun 2026 |
|
| Revisor Wealth Management | 5.3k | $1.5M | 102% | Jun 2026 |
|
| Jane Street | 5.3k | $1.5M | -43% | Jun 2026 |
|
| Carlson Financial | 5.2k | $1.5M | 1% | Jun 2026 |
|
| Advisor Group Holdings | 4.7k | $1.4M | 27% | Jun 2026 |
|
| CWM | 4.6k | $1.1M | -74% | Mar 2026 |
|
| Gambit Capital Management | 4.1k | $1.2M | 100% | Jun 2026 |
|
| Schwallier Wealth Management | 3.9k | $1.1M | 0% | Jun 2026 |
|
| Van Diest Capital | 3.8k | $1.1M | 44% | Jun 2026 |
|
| Delta Investment Management | 3.7k | $1.1M | 242% | Jun 2026 |
|
| WorthPointe | 3.7k | $1.1M | -30% | Jun 2026 |
|
| Pinnacle Financial Partners | 3.6k | $1.0M | 159% | Jun 2026 |
|
| IFP Advisors | 3.6k | $1.0M | 1% | Jun 2026 |
|
| Brown Advisory Holdings Incorporated | 3.5k | $1.0M | 100% | Jun 2026 |
|
| Farther Finance Advisors | 3.5k | $1.0M | -4% | Jun 2026 |
|
| Plan Group Financial | 3.5k | $1.0M | 19% | Jun 2026 |
|
| Pensionmark Financial Group | 3.4k | $846k | 0% | Jun 2026 |
|
| Sowell Financial Services | 3.3k | $948k | -20% | Jun 2026 |
|
| First Heartland Consultants | 2.8k | $814k | 2% | Jun 2026 |
|
| Larry Mathis Financial Planning | 2.8k | $813k | -2% | Jun 2026 |
|
| Brookstone Capital Management | 2.8k | $793k | 100% | Jun 2026 |
|
| OneAscent Wealth Management | 2.7k | $781k | -18% | Jun 2026 |
|
| Sterling Investment Advisors | 2.7k | $772k | -12% | Jun 2026 |
|
| Littlejohn Financial Services | 2.5k | $705k | 100% | Jun 2026 |
|
| Independent Advisor Alliance | 2.4k | $690k | -81% | Jun 2026 |
|
| Whitaker-Myers Wealth Managers | 2.3k | $662k | 8% | Jun 2026 |
|
| Win Advisors | 2.3k | $645k | -2% | Jun 2026 |
|
| Sanctuary Advisors | 2.2k | $630k | -5% | Jun 2026 |
|
| Tandem Investment Partners | 1.7k | $491k | 21% | Jun 2026 |
|
| McAdam | 1.7k | $488k | 100% | Jun 2026 |
|
| AlphaStar Capital Management | 1.6k | $466k | 85% | Jun 2026 |
|
| Gwn Securities | 1.6k | $458k | 0% | Jun 2026 |
|
| Mosaic Family Wealth Partners | 1.6k | $452k | 7% | Jun 2026 |
|
| Principal Securities | 1.5k | $433k | 34% | Jun 2026 |
|
| Howard Bailey Securities | 1.4k | $401k | 0% | Jun 2026 |
|
| Morris Retirement Advisors | 1.4k | $401k | 7% | Jun 2026 |
|
| PFG Investments | 1.4k | $397k | -51% | Jun 2026 |
|
| Strategic Blueprint | 1.3k | $374k | 9% | Jun 2026 |
|
| Bedel Financial Consulting | 1.3k | $371k | 59% | Jun 2026 |
|
| Betterment | 1.2k | $351k | 100% | Jun 2026 |
|
| Continuum Advisory | 1.2k | $350k | -5% | Jun 2026 |
|
| Courier Capital Corp | 1.2k | $340k | 0% | Jun 2026 |
|
| Stewardship Advisors | 1.2k | $339k | 100% | Jun 2026 |
|
| Abundance Wealth Counselors | 1.1k | $318k | 100% | Jun 2026 |
|
| CX Institutional | 1.1k | $304k | -4% | Jun 2026 |
|
| Independent Financial Group | 1.0k | $290k | -1% | Jun 2026 |
|
| Signal Advisors Wealth | 867.00 | $248k | 100% | Jun 2026 |
|
| Private Advisor | 813.00 | $233k | 100% | Jun 2026 |
|
| Forge Financial Services | 811.00 | $232k | -2% | Jun 2026 |
|
| Hilltop Holdings | 766.00 | $219k | 100% | Jun 2026 |
|
| Mountain Capital Investment Advisors | 762.00 | $218k | -4% | Jun 2026 |
|
| Range Financial Group | 729.00 | $209k | 100% | Jun 2026 |
|
| Jpmorgan Chase & Co | 554.00 | $157k | 100% | Jun 2026 |
|
| AdvisorNet Financial | 466.00 | $133k | 41% | Jun 2026 |
|
| Harbour Investments | 337.00 | $96k | 25% | Jun 2026 |
|
| Goss Wealth Management | 320.00 | $92k | 100% | Jun 2026 |
|
| Ronald Blue Trust | 205.00 | $59k | 27% | Jun 2026 |
|
| Bare Financial Services | 193.00 | $55k | 1% | Jun 2026 |
|
| Ameritas Advisory Services | 173.00 | $50k | 100% | Jun 2026 |
|
| O'shaughnessy Asset Management | 169.00 | $48k | 100% | Jun 2026 |
|
| Go Invest | 165.00 | $47k | 5% | Jun 2026 |
|
| SRS Capital Advisors | 157.00 | $45k | 100% | Jun 2026 |
|
| Morgan Stanley | 138.00 | $35k | 0% | Mar 2026 |
|
| Peoples Financial Services | 133.00 | $38k | 93% | Jun 2026 |
|
| Qube Research & Technologies | 87.00 | $25k | 100% | Jun 2026 |
|
| Vanguard Advisers | 43.00 | $12k | 100% | Jun 2026 |
|
| Pinnacle Wealth Planning Services | 31.00 | $8.9k | 0% | Jun 2026 |
|
| Institute For Wealth Management | 27.00 | $7.8k | 100% | Jun 2026 |
|
| FMR | 20.00 | $5.8k | -50% | Jun 2026 |
|
| Integrated Wealth Concepts | 14.00 | $4.0k | 100% | Jun 2026 |
|
| Cornerstone Financial Management | 2.00 | $524.000000 | -33% | Jun 2026 |
|
| Main Street Group | 1.00 | $286.000000 | 100% | Jun 2026 |
|
Who sold out of Northern Lts Fd Tr Iv?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Nations Financial Group | Mar 2026 | 23k | $5.7M |
| XY Planning Network | Mar 2026 | 13k | $3.2M |
| RMG Wealth Management | Mar 2026 | 3.3k | $920k |
| Golden State Equity Partners | Mar 2026 | 2.3k | $580k |
| Advisory Services Network | Mar 2026 | 378.00 | $95k |
| Root Financial Partners | Mar 2026 | 370.00 | $93k |
| Wall Street Financial Group | Mar 2026 | 240.00 | $60k |
| Mather Group | Mar 2026 | 53.00 | $13k |