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

NORTHERN LTS FD TR IV

113 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 66538H633·113 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$319M
visible holders
Holders
113
filers reporting
Concentration
32.38%
Inspire Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

113 institutions reported IBD in Q1 2026. Inspire Advisors, LLC leads at 32.4% 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
$103M4.3M8.41%Q1 202602
Faithward Advisors, LLC
CIK 0001695078
$40M1.7M5.66%Q1 202603
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$25M1.1M1.53%Q1 202604
Inspire Investing, LLC
CIK 0001670139
$24M989K1.38%Q1 202605
Bare Financial Services, Inc
CIK 0002009426
$18M770K4.85%Q1 202606
OneAscent Financial Services LLC
CIK 0001780985
$16M664K0.86%Q1 202607
LPL Financial LLC
CIK 0001403438
$15M615K0.00%Q1 202608
CreativeOne Wealth, LLC
CIK 0001739728
$14M576K0.32%Q1 202609
PAX Financial Group, LLC
CIK 0001803673
$8M344K1.40%Q1 202610
Plan A Wealth LLC
CIK 0002093645
$8M322K3.26%Q2 202611
OneAscent Wealth Management LLC
CIK 0001844707
$7M292K2.31%Q1 202612
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$5M226K0.03%Q1 202613
ASSETMARK, INC
CIK 0001344551
$5M209K0.01%Q4 202514
WorthPointe, LLC
CIK 0001921448
$5M207K1.34%Q1 202615
GOLDMAN SACHS GROUP INC
CIK 0000886982
$5M200K0.00%Q1 202616
LVZ, Inc.
CIK 0001574408
$5M198K0.48%Q2 202617
Valmark Advisers, Inc.
CIK 0001380443
$4M187K0.05%Q1 202618
Legacy Wealth Asset Management, LLC
CIK 0001846151
$4M185K0.96%Q2 202619
Cetera Investment Advisers
CIK 0001666741
$4M179K0.00%Q1 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M156K0.00%Q1 2026
Page 1 of 6
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Insiders at NORTHERN LTS FD TR IV
Markley Steve →Spaniak C Gary →