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

NORTHERN LTS FD TR IV

INTL
Institutions
26
Combined AUM (Q2 2026)
$204.1M
Combined Shares (Q2 2026)
6.7M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+208,135
20 · 9 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-552,122
10 · 7 Exit · ≈
⚖️ Net
-343,987
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$204.1M
Institutions
26
New Buys
9
Adds
11
Reduces
3
Exits
7
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Main Management LLC
8.26%8.31%#1$122.4M4.0M$113.2M4.0M+12,499+0.31%Add
Orion Porfolio Solutions, LLC
0.28%0.31%#6$36.9M1.2M$36.0M1.3M-62,444-4.92%Reduce
OSAIC HOLDINGS, INC.
0.01%0.02%#11$11.5M375,503$10.3M364,534+10,969+3.01%Add
LPL Financial LLC
<0.01%<0.01%#17$7.6M248,477$4.6M163,601+84,876+51.88%Add
Encompass More Asset Management
0.85%0.89%#4$5.8M190,647$5.3M187,066+3,581+1.91%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#18$5.6M182,846$5.0M177,760+5,086+2.86%Add
AMG Asset Management Group, Inc.
3.4%3.75%#2$5.4M177,243$4.8M170,106+7,137+4.20%Add
Echo45 Advisors LLC
1.34%1.33%#3$2.6M85,098$2.4M83,506+1,592+1.91%Add
GWN SECURITIES INC.
0.33%0.31%#5$2.0M63,921$1.6M56,974+6,947+12.19%Add
Envestnet Portfolio Solutions, Inc.
0.01%0.01%#15$1.1M34,822$988,21234,833-11-0.03%Reduce
Signal Advisors Wealth, LLC
0.04%0.02%#8$742,08024,259$284,48910,028+14,231+141.91%Add
Mutual Advisors, LLC
0.01%0.01%#13$538,68317,610$272,2529,596+8,014+83.51%Add
Ethos Financial Group, LLC
0.03%#10$456,34715,522$00+15,522New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#22$433,79714,181$309,88610,923+3,258+29.83%Add
VICTORY FINANCIAL GROUP, LLC
0.04%#7$383,93512,551$00+12,551New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#23$270,8138,853$00+8,853New Buy
GW HENSSLER & ASSOCIATES LTD
0.01%#12$267,6638,750$00+8,750New Buy
Silver Grove Financial Group, Inc.
0.04%#9$66,2582,166$00+2,166New Buy
NATIXIS
<0.01%#20$37,5841,200$00+1,200New Buy
Synergy Investment Management, LLC
0.01%0.01%#14$28,510932$27,434967-35-3.62%Reduce
IFP Advisors, Inc
<0.01%#19$24,350796$00+796New Buy
AE Wealth Management LLC
<0.01%<0.01%#21$13,429439$12,45443900.00%Unchanged
KERR FINANCIAL PLANNING Corp
<0.01%#16$3,059100$00+100New Buy
Ameritas Advisory Services, LLC
<0.01%#24$2147$00+7New Buy
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#25$953$87300.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#26$331$42100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow