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

NORTHERN LTS FD TR IV

52 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 66538H187·52 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$125M
visible holders
Holders
52
filers reporting
Concentration
41.27%
Inspire Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

52 institutions reported FDLS in Q2 2026. Inspire Advisors, LLC leads at 41.3% 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
$52M1.2M3.59%Q2 202602
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$19M453K0.91%Q2 202603
LPL Financial LLC
CIK 0001403438
$8M183K0.00%Q2 202604
Strategic Equity Management
CIK 0001843578
$7M164K2.32%Q2 202605
AE Wealth Management LLC
CIK 0001697723
$5M108K0.02%Q2 202606
PAX Financial Group, LLC
CIK 0001803673
$4M102K0.64%Q2 202607
Inspire Investing, LLC
CIK 0001670139
$4M100K0.17%Q2 202608
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M95K0.00%Q2 202609
MONEYWISE, INC.
CIK 0001703080
$4M87K1.37%Q2 202610
Belpointe Asset Management LLC
CIK 0001721242
$3M79K0.11%Q2 202611
OneAscent Financial Services LLC
CIK 0001780985
$3M69K0.14%Q2 202612
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M53K0.01%Q1 202613
Frontier Asset Management, LLC
CIK 0001910146
$2M45K0.34%Q2 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M43K0.00%Q2 202615
Valmark Advisers, Inc.
CIK 0001380443
$2M36K0.02%Q2 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M35K0.00%Q2 202617
Revisor Wealth Management LLC
CIK 0001887409
$1M27K0.27%Q2 202618
Simplicity Wealth,LLC
CIK 0001913243
$975K23K0.03%Q2 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$876K21K0.00%Q2 202620
Discipline Wealth Solutions, LLC
CIK 0002010507
$855K20K0.07%Q2 2026
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