DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex

FDLS

NORTHERN LTS FD TR IV

39 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 66538H187·39 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 2.6%

vs prior quarter

13F value held

$79M

47.0% inst. owned

of float

Holders

39

+27 QoQ

filers reporting

Activity

+28 / −34

+932 added · −810 reduced

this quarter

Concentration

36.03%

Inspire Advisors, LLC #1

top holder share

AI Holders Summary · Q1 2026

39 institutions reported FDLS in Q1 2026. Inspire Advisors, LLC leads at 36.0% of the visible book. +27 net new institutions vs prior quarter — accumulation reading.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

Inspire Advisors, LLC

$28M767K2.31%Q1 2026 02

CREATIVE FINANCIAL DESIGNS INC /ADV

$10M271K0.61%Q1 2026 03

Strategic Equity Management

$5M136K1.89%Q1 2026 04

LPL Financial LLC

$5M129K0.00%Q1 2026 05

PAX Financial Group, LLC

$4M102K0.64%Q1 2026 06

AE Wealth Management LLC

$3M93K0.02%Q1 2026 07

Inspire Investing, LLC

$3M89K0.19%Q1 2026 08

Belpointe Asset Management LLC

$3M78K0.11%Q1 2026 09

MONEYWISE, INC.

$3M73K1.18%Q1 2026 10

OneAscent Financial Services LLC

$2M65K0.13%Q1 2026 11

ENVESTNET ASSET MANAGEMENT INC

$2M62K0.00%Q1 2026 12

Frontier Asset Management, LLC

$2M64K0.53%Q4 2025 13

GTS SECURITIES LLC

CIK 0001452765· Market maker

$2M46K0.06%Q1 2026 14

Valmark Advisers, Inc.

$1M36K0.02%Q1 2026 15

RAYMOND JAMES FINANCIAL INC

$1M36K0.00%Q1 2026 16

GOLDMAN SACHS GROUP INC

$1M28K0.00%Q1 2026 17

Envestnet Portfolio Solutions, Inc.

$838,64923K0.00%Q1 2026 18

Revisor Wealth Management LLC

$453,35512K0.13%Q1 2026 19

Cetera Investment Advisers

$404,67811K0.00%Q1 2026 20

Sanctuary Advisors, LLC

$358,91210K0.00%Q1 2026

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