Institutional Ownership
Northern Lts Fd Tr IV
CUSIP 66538H179MAIN BUYWRITEBUYWQ1 2026
Institutional Holders
69
13F filers
Shares Held
71.29M
Aggregate institutional
Institutional Value
$852.40M
Q1 2026
Net New Holders
+4
14 new · 10 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions14
Increased38
Decreased14
Sold out10
Institutional Holders
69 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | 22.69M | $319.53M | +984.3K | Added |
| 2 | Lpl Financial LLC | 18.06M | $254.29M | +3.33M | Added |
| 3 | Osaic Holdings, Inc. | 7.34M | $103.35M | −170.6K | Reduced |
| 4 | Envestnet Asset Management Inc | 2.65M | $37.25M | +106.6K | Added |
| 5 | Encompass More Asset Management | 1.10M | $15.46M | −1.32M | Reduced |
| 6 | Cwm, LLC | 1.00M | $14.14M | +64.3K | Added |
| 7 | Madrona Financial Services, LLC | 939.9K | $13.23M | +611.4K | Added |
| 8 | San Luis Wealth Advisors LLC | 866.0K | $12.19M | +76.2K | Added |
| 9 | Potomac Fund Management Inc /Adv | 713.6K | $10.05M | +10.5K | Added |
| 10 | Virtue Capital Management, LLC | 625.2K | $8.67M | −614.8K | Reduced |
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