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

NORTHERN LTS FD TR IV

113 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 66538H641·113 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$205M
visible holders
Holders
113
filers reporting
Concentration
38.54%
Inspire Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

113 institutions reported ISMD in Q2 2026. Inspire Advisors, LLC leads at 38.5% 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
$79M1.6M5.49%Q2 202602
OneAscent Financial Services LLC
CIK 0001780985
$40M794K1.90%Q2 202603
Christian Investment Advisors, Inc.
CIK 0002055071
$17M336K9.92%Q2 202604
LPL Financial LLC
CIK 0001403438
$13M262K0.00%Q2 202605
Inspire Investing, LLC
CIK 0001670139
$10M207K0.42%Q2 202606
PAX Financial Group, LLC
CIK 0001803673
$10M201K1.49%Q2 202607
Sound Financial Strategies Group, LLC
CIK 0001800620
$4M78K2.49%Q2 202608
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$4M71K0.22%Q2 202609
AlphaStar Capital Management, LLC
CIK 0001633857
$4M71K0.22%Q2 202610
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$3M67K0.01%Q2 202611
GOLDMAN SACHS GROUP INC
CIK 0000886982
$3M64K0.00%Q2 202612
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$3M51K0.12%Q2 202613
GTS SECURITIES LLC
CIK 0001452765· Market maker
$2M46K0.05%Q2 202614
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$2M43K0.00%Q2 202615
UBS Group AG
CIK 0001610520
$2M42K0.00%Q2 202616
Simplicity Wealth,LLC
CIK 0001913243
$2M41K0.07%Q2 202617
Cetera Investment Advisers
CIK 0001666741
$2M37K0.00%Q2 202618
EverSource Wealth Advisors, LLC
CIK 0001710537
$2M37K0.06%Q2 202619
WorthPointe, LLC
CIK 0001921448
$2M35K0.44%Q2 202620
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$2M35K0.01%Q2 2026
Page 1 of 6
93 more holders available. Log in →