13F Insight
DOSSIER · 13F Holders · Q1 2026
FDLS

NORTHERN LTS FD TR IV

41 institutions still hold NORTHERN LTS FD TR IV as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 66538H187·41 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$82M
visible holders
Holders
41
filers reporting
Concentration
34.51%
Inspire Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

41 institutions reported FDLS in Q1 2026. Inspire Advisors, LLC leads at 34.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Inspire Advisors, LLC
CIK 0001810558
$28M767K2.31%Q1 202602
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$10M271K0.61%Q1 202603
Strategic Equity Management
CIK 0001843578
$5M136K1.89%Q1 202604
LPL Financial LLC
CIK 0001403438
$5M129K0.00%Q1 202605
PAX Financial Group, LLC
CIK 0001803673
$4M102K0.64%Q1 202606
MONEYWISE, INC.
CIK 0001703080
$4M87K1.37%Q2 202607
AE Wealth Management LLC
CIK 0001697723
$3M93K0.02%Q1 202608
Inspire Investing, LLC
CIK 0001670139
$3M89K0.19%Q1 202609
Belpointe Asset Management LLC
CIK 0001721242
$3M78K0.11%Q1 202610
OneAscent Financial Services LLC
CIK 0001780985
$2M65K0.13%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M62K0.00%Q1 202612
Frontier Asset Management, LLC
CIK 0001910146
$2M64K0.53%Q4 202513
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M53K0.01%Q1 202614
GTS SECURITIES LLC
CIK 0001452765· Market maker
$2M46K0.06%Q1 202615
Valmark Advisers, Inc.
CIK 0001380443
$1M36K0.02%Q1 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M36K0.00%Q1 202617
Revisor Wealth Management LLC
CIK 0001887409
$1M27K0.27%Q2 202618
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M28K0.00%Q1 202619
Discipline Wealth Solutions, LLC
CIK 0002010507
$855K20K0.07%Q2 202620
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$580K14K0.00%Q2 2026
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