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

NORTHERN LTS FD TR IV

115 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 66538H633·115 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$295M
visible holders
Holders
115
filers reporting
Concentration
33.10%
Inspire Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

115 institutions reported IBD in Q2 2026. Inspire Advisors, LLC leads at 33.1% 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
$98M4.1M6.78%Q2 202602
Faithward Advisors, LLC
CIK 0001695078
$41M1.7M4.98%Q2 202603
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$23M968K1.10%Q2 202604
LPL Financial LLC
CIK 0001403438
$20M823K0.00%Q2 202605
Bare Financial Services, Inc
CIK 0002009426
$19M795K4.34%Q2 202606
Inspire Investing, LLC
CIK 0001670139
$18M769K0.75%Q2 202607
OneAscent Financial Services LLC
CIK 0001780985
$13M549K0.62%Q2 202608
PAX Financial Group, LLC
CIK 0001803673
$8M349K1.23%Q2 202609
Plan A Wealth LLC
CIK 0002093645
$8M322K3.26%Q2 202610
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$6M267K0.04%Q2 202611
ASSETMARK, INC
CIK 0001344551
$5M223K0.01%Q2 202612
LVZ, Inc.
CIK 0001574408
$5M198K0.48%Q2 202613
Valmark Advisers, Inc.
CIK 0001380443
$4M187K0.05%Q2 202614
Legacy Wealth Asset Management, LLC
CIK 0001846151
$4M185K0.96%Q2 202615
Allworth Financial LP
CIK 0001555170
$4M181K0.02%Q2 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M180K0.00%Q2 202617
WorthPointe, LLC
CIK 0001921448
$4M154K0.92%Q2 202618
Range Financial Group LLC
CIK 0001928635
$4M153K0.99%Q2 202619
OneAscent Investment Solutions LLC
CIK 0001974438
$4M148K3.33%Q2 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M126K0.00%Q2 2026
Page 1 of 6
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Insiders at NORTHERN LTS FD TR IV
Markley Steve →Spaniak C Gary →