Institutional Ownership
Northern Lts Fd Tr IV
CUSIP 66538H179MAIN BUYWRITEBUYWQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
69
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | 22.69M | $319.53M |
| 2 | Lpl Financial LLC | 18.06M | $254.29M |
| 3 | Osaic Holdings, Inc. | 7.34M | $103.35M |
| 4 | Envestnet Asset Management Inc | 2.65M | $37.25M |
| 5 | Encompass More Asset Management | 1.10M | $15.46M |
| 6 | Cwm, LLC | 1.00M | $14.14M |
| 7 | Madrona Financial Services, LLC | 939.9K | $13.23M |
| 8 | San Luis Wealth Advisors LLC | 866.0K | $12.19M |
| 9 | Potomac Fund Management Inc /Adv | 713.6K | $10.05M |
| 10 | Virtue Capital Management, LLC | 625.2K | $8.67M |