Institutional Ownership
Northern Lts Fd Tr IV
CUSIP 66538H278MAIN THEMATC INTMATQ1 2026
Institutional Holders
40
13F filers
Shares Held
7.41M
Aggregate institutional
Institutional Value
$104.59M
Q1 2026
Net New Holders
-1
5 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased18
Decreased11
Sold out6
Institutional Holders
40 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | 2.37M | $54.97M | −63.1K | Reduced |
| 2 | Osaic Holdings, Inc. | 722.9K | $16.76M | −40.3K | Reduced |
| 3 | Lpl Financial LLC | 664.0K | $15.40M | +205.4K | Added |
| 4 | Envestnet Asset Management Inc | 135.2K | $3.13M | +2.4K | Added |
| 5 | Potomac Fund Management Inc /Adv | 104.1K | $2.41M | −630 | Reduced |
| 6 | Echo45 Advisors LLC | 87.4K | $2.03M | +3.1K | Added |
| 7 | Creativeone Wealth, LLC | 68.1K | $1.58M | +1.2K | Added |
| 8 | Geowealth Management, LLC | 65.1K | $1.51M | +2.4K | Added |
| 9 | U.S. Capital Wealth Advisors, LLC | 49.6K | $1.15M | 0 | Held |
| 10 | Mutual Advisors, LLC | 29.6K | $686.3K | +689 | Added |
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