13F Insight
DOSSIER · 13F Holders · Q2 2026
BLES

NORTHERN LTS FD TR IV

80 institutions still hold NORTHERN LTS FD TR IV as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 66538H658·80 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$69M
visible holders
Holders
80
filers reporting
Concentration
17.44%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

80 institutions reported BLES in Q2 2026. LPL Financial LLC leads at 17.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$12M251K0.00%Q2 202602
CWM, LLC
CIK 0001535847
$6M135K0.02%Q1 202603
UBS Group AG
CIK 0001610520
$6M122K0.00%Q2 202604
ASSETMARK, INC
CIK 0001344551
$6M117K0.01%Q2 202605
Sowell Financial Services LLC
CIK 0001633697
$6M116K0.18%Q2 202606
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$5M104K0.24%Q2 202607
AlphaStar Capital Management, LLC
CIK 0001633857
$4M94K0.29%Q2 202608
Inspire Advisors, LLC
CIK 0001810558
$4M74K0.25%Q2 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M63K0.00%Q2 202610
Frontier Asset Management, LLC
CIK 0001910146
$3M56K0.48%Q2 202611
CARLSON FINANCIAL, INC.
CIK 0002134889
$2M51K1.25%Q2 202612
CITADEL ADVISORS LLC
CIK 0001423053
$2M44K0.00%Q2 202613
Range Financial Group LLC
CIK 0001928635
$2M37K0.48%Q2 202614
Keel Point, LLC
CIK 0001386935
$2M32K0.09%Q2 202615
Cetera Investment Advisers
CIK 0001666741
$1M30K0.00%Q2 202616
Strategic Equity Management
CIK 0001843578
$1M28K0.45%Q2 202617
Inspire Investing, LLC
CIK 0001670139
$1M26K0.05%Q2 202618
MONEYWISE, INC.
CIK 0001703080
$1M24K0.42%Q2 202619
Revisor Wealth Management LLC
CIK 0001887409
$1M22K0.25%Q2 202620
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$1M21K0.00%Q2 2026
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