Institutional Ownership
Northern Lts Fd Tr IV
CUSIP 66538H591MAIN SECTR ROTNSECTQ1 2026
Institutional Holders
111
13F filers
Shares Held
37.05M
Aggregate institutional
Institutional Value
$2.21B
Q1 2026
Net New Holders
+2
11 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions11
Increased52
Decreased37
Sold out9
Institutional Holders
111 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | 17.46M | $1.05B | −45.7K | Reduced |
| 2 | Osaic Holdings, Inc. | 6.19M | $373.55M | −246.1K | Reduced |
| 3 | Lpl Financial LLC | 5.11M | $308.53M | +673.5K | Added |
| 4 | Envestnet Asset Management Inc | 1.35M | $81.23M | +44.2K | Added |
| 5 | Potomac Fund Management Inc /Adv | 832.5K | $50.27M | +8.5K | Added |
| 6 | Creativeone Wealth, LLC | 727.2K | $43.91M | +37.4K | Added |
| 7 | Geowealth Management, LLC | 538.5K | $32.52M | +27.1K | Added |
| 8 | Cetera Investment Advisers | 354.7K | $21.42M | −33.3K | Reduced |
| 9 | Madrona Financial Services, LLC | 255.6K | $15.44M | −171.6K | Reduced |
| 10 | Copley Financial Group, Inc. | 244.2K | $14.75M | −57.0K | Reduced |
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