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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

GLRY
持有机构数
52
机构合计市值 (Q2 2026)
$1.03亿
机构合计股数 (Q2 2026)
236.5万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+19.9万股
33 · 17 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-28.9万股
14 · 5 清仓 · ≈
⚖️ 净额
-9.1万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.03亿
持有机构数
52
新买入
17
加仓
16
减仓
9
清仓
5
持股不变
10
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
Faithward Advisors, LLC
3.93%3.93%#1$3,218.8万73.7万股$2,752.0万74.2万股-4,852股-0.65%减仓
CREATIVE FINANCIAL DESIGNS INC /ADV
1.09%1.33%#2$2,278.7万52.2万股$2,180.1万58.7万股-6.6万股-11.22%减仓
Inspire Advisors, LLC
0.65%0.95%#3$937.9万21.5万股$1,160.6万31.3万股-9.7万股-31.15%减仓
OneAscent Financial Services LLC
0.38%0.35%#4$790.5万18.1万股$642.7万17.3万股+7,751股+4.48%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#29$764.1万17.5万股$411.1万11.1万股+6.4万股+57.88%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#26$588.9万14.0万股$450.0万12.3万股+1.7万股+13.66%加仓
PFG Advisors
0.15%0.12%#7$303.9万7.0万股$244.9万6.6万股+3,560股+5.40%加仓
AE财富管理AE Wealth Management LLC
0.01%0.01%#20$211.3万4.8万股$165.1万4.4万股+3,880股+8.72%加仓
Valmark顾问Valmark Advisers, Inc.
0.01%0.01%#18$110.3万2.5万股$93.4万2.5万股+64股+0.25%加仓
Pinnacle金融合伙人Pinnacle Financial Partners, Inc.
0.01%<0.01%#22$89.1万2.0万股$34.1万9,187股+1.1万股+121.97%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#34$71.4万1.6万股$56.3万1.5万股+1,183股+7.80%加仓
GTS SECURITIES LLC
0.01%0.04%#16$66.7万1.5万股$126.0万3.4万股-1.9万股-55.08%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#32$65.9万1.5万股$54.0万1.5万股+523股+3.59%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#35$65.1万1.5万股$42.6万1.1万股+3,430股+29.90%加仓
OneAscent Wealth Management LLC
0.18%0.22%#5$61.3万1.4万股$66.3万1.8万股-3,835股-21.46%减仓
SUMMIT WEALTH GROUP LLC / CO
0.04%0.04%#11$48.9万1.1万股$38.8万1.0万股+719股+6.87%加仓
Focus Financial Network, Inc.
0.02%0.01%#14$48.7万1.1万股$39.9万1.1万股+428股+3.99%加仓
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%#36$46.4万1.1万股$00股+1.1万股新买入
Revisor Wealth Management LLC
0.11%0.07%#8$46.1万1.1万股$27.0万7,264股+3,291股+45.31%加仓
霍华德资本管理Howard Capital Management, LLC
0.01%#23$45.9万1.0万股$00股+1.0万股新买入
城堡顾问CITADEL ADVISORS LLC
<0.01%#45$45.1万1.0万股$00股+1.0万股新买入
Cyndeo Wealth Partners, LLC
0.02%0.01%#13$33.9万7,761股$28.2万7,608股+153股+2.01%加仓
Delta Investment Management, LLC
0.06%#9$33.5万7,677股$00股+7,677股新买入
EverSource Wealth 顾问EverSource Wealth Advisors, LLC
0.01%0.01%#19$32.0万7,336股$22.5万6,058股+1,278股+21.10%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#40$30.8万7,045股$31.2万8,406股-1,361股-16.19%减仓
Cornerstone Wealth Management, LLC
0.01%#17$29.0万6,643股$00股+6,643股新买入
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%#41$28.8万6,600股$00股+6,600股新买入
Independent Advisor Alliance
0.01%<0.01%#21$28.7万6,577股$34.3万9,233股-2,656股-28.77%减仓
Harvest Investment Services, LLC
0.04%0.04%#10$28.7万6,568股$24.0万6,460股+108股+1.67%加仓
First Heartland Consultants, Inc.
0.01%#15$23.1万5,292股$00股+5,292股新买入
Spartan Wealth Advisory Services LLC
0.02%#12$23.0万5,253股$00股+5,253股新买入
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%#38$21.4万4,905股$00股+4,905股新买入
LITTLEJOHN FINANCIAL SERVICES, INC.
0.15%#6$21.2万4,845股$00股+4,845股新买入
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#31$12.2万2,803股$15.5万4,241股-1,438股-33.91%减仓
Geneos财富管理Geneos Wealth Management Inc.
<0.01%<0.01%#27$10.1万2,317股$8.6万2,317股00.00%持仓不变
Ameritas咨询服务Ameritas Advisory Services, LLC
<0.01%#30$8.4万1,932股$00股+1,932股新买入
AdvisorNet Financial, Inc
<0.01%#24$8.3万1,896股$00股+1,896股新买入
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%#39$6.5万1,492股$00股+1,492股新买入
AssetMarkASSETMARK, INC
<0.01%<0.01%#42$6.3万1,433股$6.9万1,853股-420股-22.67%减仓
Inspire Investing, LLC
<0.01%#28$4.9万1,115股$00股+1,115股新买入
Continuum Advisory, LLC
<0.01%#25$3.7万858股$00股+858股新买入
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#37$3.0万693股$2.6万693股00.00%持仓不变
SHP Wealth Management
<0.01%<0.01%#33$1.3万298股$1.1万298股00.00%持仓不变
Farther金融顾问Farther Finance Advisors, LLC
<0.01%#44$1.2万286股$00股+286股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#51$5,985140股$5,005140股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#48$4,19496股$00股+96股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#50$3,93290股$3,34090股00.00%持仓不变
Smartleaf 资产管理Smartleaf Asset Management LLC
<0.01%<0.01%#43$3,12173股$2,61073股00.00%持仓不变
Arax顾问Arax Advisory Partners
<0.01%<0.01%#49$1,87943股$1,59643股00.00%持仓不变
SignatureFD财富SIGNATUREFD, LLC
<0.01%<0.01%#47$1,74840股$1,48440股00.00%持仓不变

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