CUSIP 66538H591MAIN SECTR ROTNSECTQ4 2025
Aggregate 13F value by quarter
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108 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | 17.51M | $1.13B | +88.5K | Added |
| 2 | Osaic Holdings, Inc. | 6.43M | $415.04M | −67.6K | Reduced |
| 3 | Lpl Financial LLC | 4.44M | $286.22M | +706.6K | Added |
| 4 | Envestnet Asset Management Inc | 1.30M | $83.95M |
| +51.2K |
| Added |
| 5 | Potomac Fund Management Inc /Adv | 824.0K | $53.17M | +26.9K | Added |
| 6 | Creativeone Wealth, LLC | 689.8K | $44.51M | +28.2K | Added |
| 7 | Integrated Wealth Concepts LLC | 562.3K | $36.29M | −22.3K | Reduced |
| 8 | Geowealth Management, LLC | 511.4K | $33.00M | −17.3K | Reduced |
| 9 | Madrona Financial Services, LLC | 427.2K | $27.57M | −2.0K | Reduced |
| 10 | Cetera Investment Advisers | 388.0K | $25.04M | +26.7K | Added |
See every fund holding Northern Lts Fd Tr IV, with full quarter-over-quarter share changes.
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