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

NORTHERN LTS FD TR IV

ISMD
Institutions
108
Combined AUM (Q2 2026)
$242.1M
Combined Shares (Q2 2026)
4.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+679,561
74 · 27 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-369,539
33 · 11 Exit · ≈
⚖️ Net
+310,022
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$242.1M
Institutions
108
New Buys
27
Adds
47
Reduces
22
Exits
11
Unchanged
12
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Inspire Advisors, LLC
5.45%4.71%#2$78.9M1.6M$57.8M1.4M+134,198+9.29%Add
OneAscent Financial Services LLC
1.9%1.68%#4$39.7M793,784$31.0M776,568+17,216+2.22%Add
Christian Investment Advisors, Inc.
9.92%9.46%#1$16.8M336,477$15.0M361,249-24,772-6.86%Reduce
LPL Financial LLC
<0.01%<0.01%#63$13.1M262,369$8.6M214,359+48,010+22.40%Add
Inspire Investing, LLC
0.42%#9$10.3M206,820$00+206,820New Buy
PAX Financial Group, LLC
1.49%1.36%#5$10.0M200,796$8.0M199,934+862+0.43%Add
Sound Financial Strategies Group, LLC
2.49%2.12%#3$3.9M78,430$3.1M77,651+779+1.00%Add
SILVER OAK SECURITIES, INCORPORATED
0.22%0.19%#14$3.5M70,865$2.6M66,190+4,675+7.06%Add
AlphaStar Capital Management, LLC
0.22%0.2%#12$3.5M70,736$2.7M67,386+3,350+4.97%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#56$3.3M67,415$2.3M56,698+10,717+18.90%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#92$3.2M64,475$3.8M94,887-30,412-32.05%Reduce
CREATIVE FINANCIAL DESIGNS INC /ADV
0.12%0.12%#20$2.6M51,047$2.0M49,957+1,090+2.18%Add
GTS SECURITIES LLC
0.05%0.05%#34$2.3M45,717$1.5M36,719+8,998+24.51%Add
TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#75$2.1M42,800$1.2M31,100+11,700+37.62%Add
UBS Group AG
<0.01%<0.01%#93$2.1M41,621$1.7M41,535+86+0.21%Add
Simplicity Wealth,LLC
0.07%0.01%#30$2.0M40,936$235,4855,892+35,044+594.77%Add
Cetera Investment Advisers
<0.01%<0.01%#74$1.9M37,044$1.4M35,377+1,667+4.71%Add
EverSource Wealth Advisors, LLC
0.06%0.04%#31$1.8M36,857$1.4M35,546+1,311+3.69%Add
WorthPointe, LLC
0.44%0.43%#8$1.8M35,099$1.6M40,193-5,094-12.67%Reduce
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.01%0.01%#49$1.7M34,824$1.2M30,088+4,736+15.74%Add
CITADEL ADVISORS LLC
<0.01%#98$1.6M32,910$00+32,910New Buy
Chevy Chase Trust Holdings, LLC
<0.01%<0.01%#62$1.6M31,330$1.4M34,285-2,955-8.62%Reduce
LVZ, Inc.
0.15%0.13%#17$1.4M28,646$1.2M28,811-165-0.57%Reduce
Focus Partners Advisor Solutions, LLC
0.01%0.01%#45$1.4M27,900$1.0M25,265+2,635+10.43%Add
Bare Financial Services, Inc
0.32%0.29%#11$1.4M27,551$1.1M27,703-152-0.55%Reduce
FAMILY WEALTH PARTNERS, LLC
0.36%0.29%#10$1.2M23,465$842,51821,079+2,386+11.32%Add
Cornerstone Financial Management LLC
0.94%0.97%#6$1.2M23,462$1.1M26,408-2,946-11.16%Reduce
AE Wealth Management LLC
0.01%<0.01%#57$1.1M22,368$702,87217,585+4,783+27.20%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#88$1.0M20,432$662,22716,795+3,637+21.66%Add
Financial Advisory Corp
0.13%0.12%#19$984,76419,696$863,73321,610-1,914-8.86%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#69$953,44319,070$832,00020,803-1,733-8.33%Reduce
Koss-Olinger Consulting, LLC
0.07%0.06%#29$949,34318,988$758,95018,98800.00%Unchanged
Trust Point Inc.
0.08%0.07%#25$947,54318,952$791,24719,796-844-4.26%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#81$928,89018,579$686,99017,188+1,391+8.09%Add
Providence Financial Advisors, LLC
0.47%0.33%#7$834,66616,694$572,88314,333+2,361+16.47%Add
IFP Advisors, Inc
0.01%0.01%#42$767,45415,350$598,27114,968+382+2.55%Add
RMG Wealth Management LLC
0.08%0.07%#26$746,10214,836$642,05714,136+700+4.95%Add
Keel Point, LLC
0.04%0.04%#35$716,50714,331$572,81014,33100.00%Unchanged
Sterling Investment Advisors, Ltd.
0.11%0.1%#21$714,95714,300$571,57114,30000.00%Unchanged
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#97$710,57914,212$455,54511,397+2,815+24.70%Add
CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#82$694,82013,897$469,73711,752+2,145+18.25%Add
Pinnacle Financial Partners, Inc.
<0.01%<0.01%#60$685,05913,702$222,5535,568+8,134+146.08%Add
Faithward Advisors, LLC
0.08%0.08%#24$662,58413,252$530,56413,274-22-0.17%Reduce
Farther Finance Advisors, LLC
0.01%0.01%#58$659,51013,191$549,73513,658-467-3.42%Reduce
Revisor Wealth Management LLC
0.14%0.16%#18$576,98011,489$589,83214,716-3,227-21.93%Reduce
HARBOUR INVESTMENTS, INC.
0.01%0.01%#50$573,07411,462$363,4719,093+2,369+26.05%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#85$555,97311,113$416,11910,405+708+6.80%Add
Sanctuary Advisors, LLC
<0.01%<0.01%#66$545,49610,911$459,90311,506-595-5.17%Reduce
Frontier Asset Management, LLC
0.1%0.18%#23$540,37510,808$858,68021,483-10,675-49.69%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#99$496,9889,940$292,4937,318+2,622+35.83%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow