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

NORTHERN LTS FD TR IV

56 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 66538H369·56 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$100M
visible holders
Holders
56
filers reporting
Concentration
32.27%
Faithward Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

56 institutions reported GLRY in Q2 2026. Faithward Advisors, LLC leads at 32.3% 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
$32M737K3.93%Q2 202602
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$23M522K1.09%Q2 202603
Inspire Advisors, LLC
CIK 0001810558
$9M215K0.65%Q2 202604
OneAscent Financial Services LLC
CIK 0001780985
$8M181K0.38%Q2 202605
LPL Financial LLC
CIK 0001403438
$8M175K0.00%Q2 202606
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$6M140K0.00%Q2 202607
PFG Advisors
CIK 0001694435
$3M70K0.15%Q2 202608
AE Wealth Management LLC
CIK 0001697723
$2M48K0.01%Q2 202609
CARLSON FINANCIAL, INC.
CIK 0002134889
$1M30K0.66%Q2 202610
Valmark Advisers, Inc.
CIK 0001380443
$1M25K0.01%Q2 202611
Pinnacle Financial Partners, Inc.
CIK 0002082866
$891K20K0.01%Q2 202612
CWM, LLC
CIK 0001535847
$873K24K0.00%Q1 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$714K16K0.00%Q2 202614
GTS SECURITIES LLC
CIK 0001452765· Market maker
$667K15K0.01%Q2 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$651K15K0.00%Q2 202616
OneAscent Wealth Management LLC
CIK 0001844707
$613K14K0.18%Q2 202617
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$540K15K0.00%Q1 202618
SUMMIT WEALTH GROUP LLC / CO
CIK 0002081278
$489K11K0.04%Q2 202619
Focus Financial Network, Inc.
CIK 0002010942
$487K11K0.02%Q2 202620
Revisor Wealth Management LLC
CIK 0001887409
$461K11K0.11%Q2 2026
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