CUSIP 66538H385STERLING CAPITALQ3 2025
Aggregate 13F value by quarter
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13 funds hold this security · Q3 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Arax Advisory Partners | 122.9K | $4.11M | +26.0K | Added |
| 2 | B.O.S.S. Retirement Advisors, LLC | 120.1K | $3.95M | −9.8K | Reduced |
| 3 | Ae Wealth Management LLC | 76.2K | $2.50M | −10.9K | Reduced |
| 4 | Envestnet Asset Management Inc | 63.8K | $2.10M |
| −7.4K |
| Reduced |
| 5 | D.A. Davidson & Co. | 62.7K | $2.06M | +625 | Added |
| 6 | Truist Financial Corp | 49.4K | $1.62M | −9.0K | Reduced |
| 7 | Susquehanna International Group, LLP | 21.3K | $701.4K | +21.3K | New |
| 8 | Sterling Capital Management LLC | 10.2K | $333.9K | 0 | Held |
| 9 | United Advisor Group, LLC | 8.2K | $267.8K | +8.2K | New |
| 10 | Davenport & Co LLC | 7.2K | $235.3K | −6 | Reduced |
See every fund holding Northern Lts Fd Tr IV, with full quarter-over-quarter share changes.
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