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NORTHERN LTS FD TR IV · 13F 机构持仓分析
期权收益计算器 机构排行
N

NORTHERN LTS FD TR IV

WWJD
持有机构数
118
机构合计市值 (Q2 2026)
$3.87亿
机构合计股数 (Q2 2026)
1,016.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+127.2万股
76 · 19 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-60.2万股
35 · 8 清仓 · ≈
⚖️ 净额
+67.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.87亿
持有机构数
118
新买入
19
加仓
57
减仓
27
清仓
8
持股不变
15
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Inspire Advisors, LLC
8.64%8.87%#1$1.25亿328.3万股$1.09亿291.3万股+37.0万股+12.71%加仓
OneAscent Financial Services LLC
1.01%1.18%#10$2,102.0万55.1万股$2,179.8万58.3万股-3.2万股-5.44%减仓
Bare Financial Services, Inc
4.67%5.17%#2$2,033.6万53.3万股$1,954.3万52.3万股+1.1万股+2.04%加仓
PAX Financial Group, LLC
2.57%2.88%#5$1,727.2万45.3万股$1,688.1万45.1万股+1,492股+0.33%加仓
Faithward Advisors, LLC
2.05%2.37%#7$1,682.1万44.1万股$1,660.3万44.4万股-2,902股-0.65%减仓
Inspire Investing, LLC
0.67%#14$1,620.1万42.5万股$00股+42.5万股新买入
LPL金融LPL Financial LLC
<0.01%<0.01%#82$1,377.3万36.1万股$1,024.9万27.4万股+8.7万股+31.77%加仓
Fiduciary Alliance LLC
0.92%0.83%#11$1,361.5万35.7万股$1,372.6万34.7万股+1.1万股+3.04%加仓
Legacy Wealth Asset Management, LLC
2.45%2.56%#6$1,115.2万29.2万股$1,052.4万28.1万股+1.1万股+3.90%加仓
CREATIVE FINANCIAL DESIGNS INC /ADV
0.49%0.75%#20$1,039.0万27.2万股$1,226.9万32.8万股-5.6万股-16.95%减仓
Turning Point Benefit Group, Inc.
3.8%7.43%#4$884.6万23.3万股$1,167.3万39.6万股-16.3万股-41.25%减仓
SILVER OAK SECURITIES, INCORPORATED
0.41%0.42%#22$671.3万17.6万股$575.1万15.4万股+2.2万股+14.45%加仓
Sound Financial Strategies Group, LLC
4.14%4.31%#3$651.7万17.1万股$632.2万16.9万股+1,854股+1.10%加仓
EverSource Wealth 顾问EverSource Wealth Advisors, LLC
0.21%0.18%#31$623.5万16.4万股$603.9万16.2万股+2,003股+1.24%加仓
Focus Partners财富Focus Partners Wealth
0.01%0.01%#71$502.9万13.2万股$474.4万12.7万股+5,021股+3.96%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.03%0.02%#53$479.6万12.6万股$401.3万10.7万股+1.9万股+17.79%加仓
Simplicity Wealth,LLC
0.13%0.03%#35$396.7万10.4万股$50.9万1.4万股+9.0万股+664.67%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#89$342.3万9.0万股$316.1万8.5万股+5,221股+6.17%加仓
世界投资顾问World Investment Advisors
0.06%0.06%#42$341.6万9.1万股$341.6万9.1万股00.00%持仓不变
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#78$339.5万8.9万股$327.1万8.7万股+1,557股+1.78%加仓
Frontier Asset Management, LLC
0.6%0.71%#16$332.7万8.7万股$338.2万9.0万股-3,206股-3.54%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#65$318.8万8.4万股$302.2万8.1万股+2,793股+3.46%加仓
Plan A Wealth LLC
1.33%1.44%#9$311.9万8.2万股$300.9万8.0万股+1,321股+1.64%加仓
Belpointe 资产管理Belpointe Asset Management LLC
0.09%0.1%#37$287.8万7.5万股$281.8万7.5万股+109股+0.14%加仓
Range Financial Group LLC
0.73%0.75%#12$267.0万7.0万股$223.0万6.0万股+1.0万股+17.43%加仓
AE财富管理AE Wealth Management LLC
0.01%0.01%#61$263.0万6.9万股$230.1万6.2万股+7,412股+12.04%加仓
Security Financial Services, INC.
0.35%0.38%#24$255.3万6.7万股$239.8万6.4万股+2,812股+4.38%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#86$224.7万5.9万股$185.6万5.0万股+9,271股+18.69%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#95$224.4万5.9万股$190.0万5.1万股+8,059股+15.86%加仓
SageOak Financial, LLC
1.45%1.23%#8$223.5万5.9万股$174.6万4.7万股+1.2万股+25.53%加仓
WorthPointe, LLC
0.55%0.73%#18$220.8万5.8万股$267.9万7.2万股-1.4万股-19.17%减仓
Strategic Equity Management
0.71%0.75%#13$211.6万5.5万股$200.0万5.3万股+1,991股+3.72%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%0.01%#74$204.6万5.4万股$217.6万5.8万股-4,525股-7.78%减仓
Tulsa Wealth Advisors, INC
0.28%0.24%#26$199.1万5.2万股$138.3万3.7万股+1.5万股+41.22%加仓
LifeGuide Financial Advisors, LLC
0.57%0.63%#17$198.6万5.2万股$195.8万5.2万股-280股-0.53%减仓
Trust Point Inc.
0.16%0.18%#34$183.9万4.8万股$201.6万5.4万股-5,689股-10.55%减仓
MONEYWISE, INC.
0.66%0.72%#15$177.6万4.7万股$163.9万4.4万股+2,722股+6.21%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#101$149.3万3.9万股$150.1万4.0万股-982股-2.45%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%0.01%#63$145.2万3.8万股$112.0万3.0万股+8,339股+28.04%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#91$139.2万3.7万股$122.0万3.3万股+3,875股+11.88%加仓
GTS SECURITIES LLC
0.03%0.05%#52$138.2万3.6万股$127.9万3.4万股+2,048股+5.99%加仓
MOSAIC FAMILY WEALTH PARTNERS, LLC
0.08%0.12%#39$125.5万3.3万股$118.2万3.2万股+1,321股+4.18%加仓
Whitaker-Myers Wealth Managers, LTD.
0.17%0.18%#32$99.4万2.6万股$92.0万2.5万股+1,465股+5.95%加仓
咨询服务网络Advisory Services Network, LLC
0.01%0.01%#64$95.1万2.5万股$91.5万2.4万股+469股+1.92%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#110$83.9万2.2万股$306.3万8.2万股-6.0万股-73.15%减仓
IFP顾问IFP Advisors, Inc
0.01%0.02%#57$80.4万2.1万股$78.1万2.1万股+186股+0.89%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
<0.01%<0.01%#79$79.5万2.1万股$57.2万1.5万股+5,554股+36.31%加仓
Schwallier Wealth Management LLC
0.5%0.54%#19$79.3万2.1万股$74.1万2.0万股+983股+4.96%加仓
Optivise Advisory Services LLC
0.38%0.47%#23$75.6万2.0万股$76.9万2.1万股-742股-3.61%减仓
Keel Point, LLC
0.04%0.04%#47$64.4万1.7万股$63.1万1.7万股+1股+0.01%加仓

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