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

NORTHERN LTS FD TR IV

79 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 66538H179·79 13F holders·last filed Mar 31, 2025
Market cap
—
▲ 2.6%
vs prior quarter
13F value held
$1.2B
63.0% inst. owned
of float
Holders
79
-19 QoQ
filers reporting
Activity
+46 / −109
+833 added · −893 reduced
this quarter
Concentration
33.77%
Orion Portfolio Solutions, LLC #1
top holder share
AI Holders Summary · Q1 2025

79 institutions reported BUYW in Q1 2025. Orion Portfolio Solutions, LLC leads at 33.8% of the visible book. -19 net institutions QoQ — distribution reading.

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
$320M22.7M2.72%Q1 202603
LPL Financial LLC
CIK 0001403438
$254M18.1M0.07%Q1 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$103M7.3M0.15%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$37M2.6M0.01%Q1 202606
Encompass More Asset Management
CIK 0002011218
$15M1.1M2.59%Q1 202607
CWM, LLC
CIK 0001535847
$14M1.0M0.04%Q1 202608
Madrona Financial Services, LLC
CIK 0001578370
$13M940K2.90%Q1 202609
San Luis Wealth Advisors LLC
CIK 0001844709
$12M866K2.02%Q1 202610
POTOMAC FUND MANAGEMENT INC /ADV
CIK 0000826000
$10M714K0.35%Q1 202611
Virtue Capital Management, LLC
CIK 0001729985
$9M625K1.32%Q1 202612
AMG Asset Management Group, Inc.
CIK 0002113282
$8M565K6.18%Q1 202613
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$5M356K0.12%Q1 202614
Echo45 Advisors LLC
CIK 0001908617
$5M322K2.55%Q1 202615
World Investment Advisors
CIK 0001652594
$4M283K0.06%Q1 202616
Cetera Investment Advisers
CIK 0001666741
$4M266K0.00%Q1 202617
GWN SECURITIES INC.
CIK 0001265905
$3M248K0.67%Q1 202618
Copley Financial Group, Inc.
CIK 0002045258
$3M220K1.86%Q1 202619
Tactive Advisors, LLC
CIK 0002002409
$3M205K0.81%Q1 202620
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$3M188K0.03%Q1 2026
Page 1 of 4
59 more holders available. Log in →