13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
ISMD

NORTHERN LTS FD TR IV

98 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 66538H641·98 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.3%
vs prior quarter
13F value held
$161M
77.0% inst. owned
of float
Holders
98
-87 QoQ
filers reporting
Activity
+83 / −45
+836 added · −908 reduced
this quarter
Concentration
35.94%
Inspire Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

98 institutions reported ISMD in Q1 2026. Inspire Advisors, LLC leads at 35.9% of the visible book. -87 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Inspire Advisors, LLC
CIK 0001810558
$58M1.4M4.71%Q1 202602
OneAscent Financial Services LLC
CIK 0001780985
$31M777K1.68%Q1 202603
Christian Investment Advisors, Inc.
CIK 0002055071
$15M361K9.46%Q1 202604
LPL Financial LLC
CIK 0001403438
$9M214K0.00%Q1 202605
PAX Financial Group, LLC
CIK 0001803673
$8M200K1.36%Q1 202606
Inspire Investing, LLC
CIK 0001670139
$8M190K0.44%Q1 202607
CreativeOne Wealth, LLC
CIK 0001739728
$6M145K0.13%Q1 202608
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M95K0.00%Q1 202609
Sound Financial Strategies Group, LLC
CIK 0001800620
$3M78K2.12%Q1 202610
AlphaStar Capital Management, LLC
CIK 0001633857
$3M67K0.20%Q1 202611
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$3M66K0.19%Q1 202612
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$2M57K0.00%Q1 202613
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$2M50K0.12%Q1 202614
UBS Group AG
CIK 0001610520
$2M42K0.00%Q1 202615
WorthPointe, LLC
CIK 0001921448
$2M40K0.43%Q1 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M38K0.00%Q1 202617
GTS SECURITIES LLC
CIK 0001452765· Market maker
$1M37K0.05%Q1 202618
EverSource Wealth Advisors, LLC
CIK 0001710537
$1M36K0.04%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$1M35K0.00%Q1 202620
Chevy Chase Trust Holdings, LLC
CIK 0001462020
$1M34K0.00%Q1 2026
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