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

NORTHERN LTS FD TR IV

46 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 66538H369·46 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$88M
visible holders
Holders
46
filers reporting
Concentration
31.18%
Faithward Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

46 institutions reported GLRY in Q1 2026. Faithward Advisors, LLC leads at 31.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Faithward Advisors, LLC
CIK 0001695078
$28M742K3.93%Q1 202602
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$22M587K1.33%Q1 202603
Inspire Advisors, LLC
CIK 0001810558
$12M313K0.95%Q1 202604
OneAscent Financial Services LLC
CIK 0001780985
$6M173K0.35%Q1 202605
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$5M123K0.00%Q1 202606
LPL Financial LLC
CIK 0001403438
$4M111K0.00%Q1 202607
PFG Advisors
CIK 0001694435
$3M70K0.15%Q2 202608
AE Wealth Management LLC
CIK 0001697723
$2M44K0.01%Q1 202609
GTS SECURITIES LLC
CIK 0001452765· Market maker
$1M34K0.04%Q1 202610
Valmark Advisers, Inc.
CIK 0001380443
$934K25K0.01%Q1 202611
CWM, LLC
CIK 0001535847
$873K24K0.00%Q1 202612
CITADEL ADVISORS LLC
CIK 0001423053
$668K19K0.00%Q4 202513
OneAscent Wealth Management LLC
CIK 0001844707
$663K18K0.22%Q1 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$563K15K0.00%Q1 202615
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$540K15K0.00%Q1 202616
Focus Financial Network, Inc.
CIK 0002010942
$487K11K0.02%Q2 202617
Revisor Wealth Management LLC
CIK 0001887409
$461K11K0.11%Q2 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$426K11K0.00%Q1 202619
SUMMIT WEALTH GROUP LLC / CO
CIK 0002081278
$388K10K0.04%Q1 202620
Independent Advisor Alliance
CIK 0001696899
$343K9K0.00%Q1 2026
Page 1 of 3
26 more holders available. Log in →