Institutional Ownership
Northern Lts Fd Tr IV
CUSIP 66538H591MAIN SECTR ROTNSECTQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
111
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 | 17.46M | $1.05B |
| 2 | Osaic Holdings, Inc. | 6.19M | $373.55M |
| 3 | Lpl Financial LLC | 5.11M | $308.53M |
| 4 | Envestnet Asset Management Inc | 1.35M | $81.23M |
| 5 | Potomac Fund Management Inc /Adv | 832.5K | $50.27M |
| 6 | Creativeone Wealth, LLC | 727.2K | $43.91M |
| 7 | Geowealth Management, LLC | 538.5K | $32.52M |
| 8 | Cetera Investment Advisers | 354.7K | $21.42M |
| 9 | Madrona Financial Services, LLC | 255.6K | $15.44M |
| 10 | Copley Financial Group, Inc. | 244.2K | $14.75M |