DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
IBD

NORTHERN LTS FD TR IV

111 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 66538H633·111 13F holders·last filed Mar 31, 2026
Market cap
6.2%
vs prior quarter
13F value held
$318M
47.0% inst. owned
of float
Holders
111
+136 QoQ
filers reporting
Activity
+83 / −77
+990 added · −896 reduced
this quarter
Concentration
32.48%
Inspire Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

111 institutions reported IBD in Q1 2026. Inspire Advisors, LLC leads at 32.5% of the visible book. +136 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Inspire Advisors, LLC
CIK 0001810558
$103M4.3M8.41%Q1 2026
02
Faithward Advisors, LLC
CIK 0001695078
$40M1.7M5.66%Q1 2026
03
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$25M1.1M1.53%Q1 2026
04
Inspire Investing, LLC
CIK 0001670139
$24M989K1.38%Q1 2026
05
Bare Financial Services, Inc
CIK 0002009426
$18M770K4.85%Q1 2026
06
OneAscent Financial Services LLC
CIK 0001780985
$16M664K0.86%Q1 2026
07
LPL Financial LLC
CIK 0001403438
$15M615K0.00%Q1 2026
08
CreativeOne Wealth, LLC
CIK 0001739728
$14M576K0.32%Q1 2026
09
PAX Financial Group, LLC
CIK 0001803673
$8M344K1.40%Q1 2026
10
Plan A Wealth LLC
CIK 0002093645
$7M297K3.40%Q1 2026
11
OneAscent Wealth Management LLC
CIK 0001844707
$7M292K2.31%Q1 2026
12
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$5M226K0.03%Q1 2026
13
ASSETMARK, INC
CIK 0001344551
$5M209K0.01%Q4 2025
14
WorthPointe, LLC
CIK 0001921448
$5M207K1.34%Q1 2026
15
GOLDMAN SACHS GROUP INC
CIK 0000886982
$5M200K0.00%Q1 2026
16
LVZ, Inc.
CIK 0001574408
$5M195K0.53%Q1 2026
17
Valmark Advisers, Inc.
CIK 0001380443
$4M187K0.05%Q1 2026
18
Cetera Investment Advisers
CIK 0001666741
$4M179K0.00%Q1 2026
19
Legacy Wealth Asset Management, LLC
CIK 0001846151
$4M171K0.99%Q1 2026
20
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M156K0.00%Q1 2026
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