13F Insight
DOSSIER · 13F Holders · Q1 2025High-convictionMulti-bagger
INTL

NORTHERN LTS FD TR IV

25 institutions still hold NORTHERN LTS FD TR IV as of Q1 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 66538H237·25 13F holders·last filed Mar 31, 2025
Market cap
—
▲ 3.4%
vs prior quarter
13F value held
$124M
52.0% inst. owned
of float
Holders
25
+2 QoQ
filers reporting
Activity
+19 / −107
+835 added · −775 reduced
this quarter
Concentration
31.24%
Orion Portfolio Solutions, LLC #1
top holder share
AI Holders Summary · Q1 2025

25 institutions reported INTL in Q1 2025. Orion Portfolio Solutions, LLC leads at 31.2% of the visible book. +2 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Orion Portfolio Solutions, LLC
CIK 0001802647
$39M1.7M0.19%Q1 202502
Orion Porfolio Solutions, LLC
CIK 0001360533
$36M1.3M0.31%Q1 202603
CWM, LLC
CIK 0001535847
$13M457K0.03%Q1 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$10M365K0.02%Q1 202605
Encompass More Asset Management
CIK 0002011218
$5M187K0.89%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M178K0.00%Q1 202607
AMG Asset Management Group, Inc.
CIK 0002113282
$5M170K3.75%Q1 202608
LPL Financial LLC
CIK 0001403438
$5M164K0.00%Q1 202609
Echo45 Advisors LLC
CIK 0001908617
$2M84K1.33%Q1 202610
GWN SECURITIES INC.
CIK 0001265905
$2M57K0.31%Q1 202611
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$988,21235K0.01%Q1 202612
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$309,88611K0.00%Q1 202613
Signal Advisors Wealth, LLC
CIK 0002010926
$284,48910K0.02%Q1 202614
Mutual Advisors, LLC
CIK 0001694080
$272,25210K0.01%Q1 202615
Gibbs Wealth Management
CIK 0002081110
$207,9817K0.03%Q1 202616
Main Management LLC
CIK 0001583092
$113,1624.0M8.24%Q1 202617
First Horizon Advisors, Inc.
CIK 0001588539
$29,0011K0.00%Q2 202518
Synergy Investment Management, LLC
CIK 0002053786
$27,4349670.01%Q1 202619
ROYAL BANK OF CANADA
CIK 0001000275
$19,0006580.00%Q1 202620
AE Wealth Management LLC
CIK 0001697723
$12,4544390.00%Q1 2026
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