Institutional Ownership
Northern Lts Fd Tr IV
CUSIP 66538H658INSPIRE GBL HOPEBLESQ1 2026
Institutional Holders
73
13F filers
Shares Held
1.76M
Aggregate institutional
Institutional Value
$77.16M
Q1 2026
Net New Holders
+8
16 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions16
Increased29
Decreased17
Sold out8
Institutional Holders
73 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 167.6K | $7.43M | +68 | Added |
| 2 | Cwm, LLC | 135.4K | $6.00M | −17.3K | Reduced |
| 3 | Oneascent Financial Services LLC | 129.9K | $5.76M | −6.0K | Reduced |
| 4 | Ubs Group AG | 122.0K | $5.41M | +754 | Added |
| 5 | Assetmark, Inc | 114.8K | $5.09M | +2.6K | Added |
| 6 | Sowell Financial Services LLC | 103.3K | $4.58M | +11.9K | Added |
| 7 | Atria Investments, Inc | 98.2K | $4.36M | −5.2K | Reduced |
| 8 | Alphastar Capital Management, LLC | 88.6K | $3.93M | +4.1K | Added |
| 9 | Inspire Advisors, LLC | 78.7K | $3.49M | −36.3K | Reduced |
| 10 | Envestnet Asset Management Inc | 62.0K | $2.75M | +3.5K | Added |
63 more institutional holders on Premium
See every fund holding Northern Lts Fd Tr IV, with full quarter-over-quarter share changes.
Unlock all holders