Institutional Ownership
Northern Lts Fd Tr IV
CUSIP 66538H278MAIN THEMATC INTMATQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
40
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 | 2.37M | $54.97M |
| 2 | Osaic Holdings, Inc. | 722.9K | $16.76M |
| 3 | Lpl Financial LLC | 664.0K | $15.40M |
| 4 | Envestnet Asset Management Inc | 135.2K | $3.13M |
| 5 | Potomac Fund Management Inc /Adv | 104.1K | $2.41M |
| 6 | Echo45 Advisors LLC | 87.4K | $2.03M |
| 7 | Creativeone Wealth, LLC | 68.1K | $1.58M |
| 8 | Geowealth Management, LLC | 65.1K | $1.51M |
| 9 | U.S. Capital Wealth Advisors, LLC | 49.6K | $1.15M |
| 10 | Mutual Advisors, LLC | 29.6K | $686.3K |