13FBOX
NORTHERN LTS FD TR IV · 13F Institutional Holdings
Options Calculator Rankings
N

NORTHERN LTS FD TR IV

WWJD
Institutions
118
Combined AUM (Q2 2026)
$387.4M
Combined Shares (Q2 2026)
10.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.3M
76 · 19 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-602,312
35 · 8 Exit · ≈
⚖️ Net
+669,583
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$387.4M
Institutions
118
New Buys
19
Adds
57
Reduces
27
Exits
8
Unchanged
15
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Inspire Advisors, LLC
8.64%8.87%#1$125.1M3.3M$108.9M2.9M+370,165+12.71%Add
OneAscent Financial Services LLC
1.01%1.18%#10$21.0M551,263$21.8M582,994-31,731-5.44%Reduce
Bare Financial Services, Inc
4.67%5.17%#2$20.3M533,340$19.5M522,686+10,654+2.04%Add
PAX Financial Group, LLC
2.57%2.88%#5$17.3M452,976$16.9M451,484+1,492+0.33%Add
Faithward Advisors, LLC
2.05%2.37%#7$16.8M441,139$16.6M444,041-2,902-0.65%Reduce
Inspire Investing, LLC
0.67%#14$16.2M424,886$00+424,886New Buy
LPL Financial LLC
<0.01%<0.01%#82$13.8M361,204$10.2M274,119+87,085+31.77%Add
Fiduciary Alliance LLC
0.92%0.83%#11$13.6M357,061$13.7M346,536+10,525+3.04%Add
Legacy Wealth Asset Management, LLC
2.45%2.56%#6$11.2M292,460$10.5M281,469+10,991+3.90%Add
CREATIVE FINANCIAL DESIGNS INC /ADV
0.49%0.75%#20$10.4M272,496$12.3M328,127-55,631-16.95%Reduce
Turning Point Benefit Group, Inc.
3.8%7.43%#4$8.8M232,672$11.7M396,067-163,395-41.25%Reduce
SILVER OAK SECURITIES, INCORPORATED
0.41%0.42%#22$6.7M176,048$5.8M153,823+22,225+14.45%Add
Sound Financial Strategies Group, LLC
4.14%4.31%#3$6.5M170,928$6.3M169,074+1,854+1.10%Add
EverSource Wealth Advisors, LLC
0.21%0.18%#31$6.2M163,517$6.0M161,514+2,003+1.24%Add
Focus Partners Wealth
0.01%0.01%#71$5.0M131,891$4.7M126,870+5,021+3.96%Add
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.03%0.02%#53$4.8M126,413$4.0M107,317+19,096+17.79%Add
Simplicity Wealth,LLC
0.13%0.03%#35$4.0M104,034$508,68513,605+90,429+664.67%Add
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#89$3.4M89,773$3.2M84,552+5,221+6.17%Add
World Investment Advisors
0.06%0.06%#42$3.4M91,361$3.4M91,36100.00%Unchanged
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#78$3.4M89,038$3.3M87,481+1,557+1.78%Add
Frontier Asset Management, LLC
0.6%0.71%#16$3.3M87,244$3.4M90,450-3,206-3.54%Reduce
Kestra Advisory Services, LLC
0.01%0.01%#65$3.2M83,615$3.0M80,822+2,793+3.46%Add
Plan A Wealth LLC
1.33%1.44%#9$3.1M81,787$3.0M80,466+1,321+1.64%Add
Belpointe Asset Management LLC
0.09%0.1%#37$2.9M75,467$2.8M75,358+109+0.14%Add
Range Financial Group LLC
0.73%0.75%#12$2.7M70,029$2.2M59,634+10,395+17.43%Add
AE Wealth Management LLC
0.01%0.01%#61$2.6M68,964$2.3M61,552+7,412+12.04%Add
Security Financial Services, INC.
0.35%0.38%#24$2.6M66,957$2.4M64,145+2,812+4.38%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#86$2.2M58,884$1.9M49,613+9,271+18.69%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#95$2.2M58,863$1.9M50,804+8,059+15.86%Add
SageOak Financial, LLC
1.45%1.23%#8$2.2M58,611$1.7M46,690+11,921+25.53%Add
WorthPointe, LLC
0.55%0.73%#18$2.2M57,920$2.7M71,656-13,736-19.17%Reduce
Strategic Equity Management
0.71%0.75%#13$2.1M55,489$2.0M53,498+1,991+3.72%Add
Cambridge Investment Research Advisors, Inc.
<0.01%0.01%#74$2.0M53,663$2.2M58,188-4,525-7.78%Reduce
Tulsa Wealth Advisors, INC
0.28%0.24%#26$2.0M52,221$1.4M36,979+15,242+41.22%Add
LifeGuide Financial Advisors, LLC
0.57%0.63%#17$2.0M52,090$2.0M52,370-280-0.53%Reduce
Trust Point Inc.
0.16%0.18%#34$1.8M48,231$2.0M53,920-5,689-10.55%Reduce
MONEYWISE, INC.
0.66%0.72%#15$1.8M46,565$1.6M43,843+2,722+6.21%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#101$1.5M39,153$1.5M40,135-982-2.45%Reduce
Farther Finance Advisors, LLC
0.01%0.01%#63$1.5M38,078$1.1M29,739+8,339+28.04%Add
Cetera Investment Advisers
<0.01%<0.01%#91$1.4M36,504$1.2M32,629+3,875+11.88%Add
GTS SECURITIES LLC
0.03%0.05%#52$1.4M36,252$1.3M34,204+2,048+5.99%Add
MOSAIC FAMILY WEALTH PARTNERS, LLC
0.08%0.12%#39$1.3M32,924$1.2M31,603+1,321+4.18%Add
Whitaker-Myers Wealth Managers, LTD.
0.17%0.18%#32$994,29926,077$920,22624,612+1,465+5.95%Add
Advisory Services Network, LLC
0.01%0.01%#64$950,69524,933$914,70924,464+469+1.92%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#110$838,70721,996$3.1M81,920-59,924-73.15%Reduce
IFP Advisors, Inc
0.01%0.02%#57$803,93321,084$781,37620,898+186+0.89%Add
Envestnet Portfolio Solutions, Inc.
<0.01%<0.01%#79$795,04920,851$571,95515,297+5,554+36.31%Add
Schwallier Wealth Management LLC
0.5%0.54%#19$793,20420,803$741,06119,820+983+4.96%Add
Optivise Advisory Services LLC
0.38%0.47%#23$755,73719,820$768,81320,562-742-3.61%Reduce
Keel Point, LLC
0.04%0.04%#47$643,63416,880$631,10616,879+1+0.01%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow