13F Insight
DOSSIER · 13F Holders · Q1 2025
BUYW

NORTHERN LTS FD TR IV

78 institutions still hold NORTHERN LTS FD TR IV as of Q1 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 66538H179·78 13F holders·last filed Mar 31, 2025
Market cap
—
13F value held
$1.5B
visible holders
Holders
78
filers reporting
Concentration
27.98%
Orion Portfolio Solutions, LLC #1
top holder share
AI Holders Summary · Q1 2025

78 institutions reported BUYW in Q1 2025. Orion Portfolio Solutions, LLC leads at 28.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Orion Portfolio Solutions, LLC
CIK 0001802647
$421M30.4M2.08%Q1 202502
Orion Porfolio Solutions, LLC
CIK 0001360533
$341M23.6M2.61%Q2 202603
LPL Financial LLC
CIK 0001403438
$330M22.8M0.07%Q2 202604
Main Management LLC
CIK 0001583092
$149M10.6M10.83%Q1 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$107M7.4M0.13%Q2 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$37M2.5M0.01%Q2 202607
San Luis Wealth Advisors LLC
CIK 0001844709
$18M1.2M2.65%Q2 202608
Encompass More Asset Management
CIK 0002011218
$16M1.1M2.37%Q2 202609
CWM, LLC
CIK 0001535847
$14M1.0M0.04%Q1 202610
Madrona Financial Services, LLC
CIK 0001578370
$14M941K2.51%Q2 202611
POTOMAC FUND MANAGEMENT INC /ADV
CIK 0000826000
$11M793K0.29%Q2 202612
Virtue Capital Management, LLC
CIK 0001729985
$9M614K1.18%Q2 202613
AMG Asset Management Group, Inc.
CIK 0002113282
$8M583K5.27%Q2 202614
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$6M416K0.13%Q2 202615
Echo45 Advisors LLC
CIK 0001908617
$5M344K2.57%Q2 202616
GWN SECURITIES INC.
CIK 0001265905
$4M288K0.69%Q2 202617
World Investment Advisors
CIK 0001652594
$4M283K0.06%Q1 202618
Copley Financial Group, Inc.
CIK 0002045258
$4M246K2.15%Q2 202619
Cetera Investment Advisers
CIK 0001666741
$3M241K0.00%Q2 202620
Global Retirement Partners, LLC
CIK 0001749744
$3M217K0.05%Q2 2026
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