DOSSIER · 13F Holders · Q2 2026
NSI

NORTHERN LTS FD TR IV

13 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 66537J408·13 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$29M
visible holders
Holders
13
filers reporting
Concentration
60.12%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

13 institutions reported NSI in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 60.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$17M444K0.00%Q2 2026
02
Integrated Advisors Network LLC
CIK 0001660177
$5M118K0.21%Q2 2026
03
Arkadios Wealth Advisors
CIK 0001800798
$4M101K0.06%Q2 2026
04
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M37K0.02%Q2 2026
05
ROYAL BANK OF CANADA
CIK 0001000275
$641K17K0.00%Q2 2026
06
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$380K10K0.00%Q2 2026
07
CITADEL ADVISORS LLC
CIK 0001423053
$234K6K0.00%Q2 2026
08
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$208K6K0.00%Q1 2026
09
Steward Partners Investment Advisory, LLC
CIK 0001723397
$36K9360.00%Q2 2026
10
Ameritas Advisory Services, LLC
CIK 0001901275
$11K2840.00%Q2 2026
11
UBS Group AG
CIK 0001610520
$5K1230.00%Q2 2026
12
Integrated Wealth Concepts LLC
CIK 0001737109
$4K1000.00%Q2 2026
13
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025
Insiders at NORTHERN LTS FD TR IV
Berg IanMusser Warren VZarrilli Stephen TBrown James DouglasPerero BrendonHagan Michael JJankovic DjordjeTierney Brian