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

NORTHERN LTS FD TR IV

108 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 66537J796·108 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$417M
visible holders
Holders
108
filers reporting
Concentration
17.12%
OneAscent Financial Services LLC #1
top holder share
AI Holders Summary · Q1 2026

108 institutions reported PTL in Q1 2026. OneAscent Financial Services LLC leads at 17.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
OneAscent Financial Services LLC
CIK 0001780985
$71M285K3.87%Q1 202602
Inspire Advisors, LLC
CIK 0001810558
$67M267K5.45%Q1 202603
Plan A Wealth LLC
CIK 0002093645
$46M159K19.36%Q2 202604
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$37M147K2.23%Q1 202605
LPL Financial LLC
CIK 0001403438
$33M132K0.01%Q1 202606
Christian Investment Advisors, Inc.
CIK 0002055071
$24M93K14.98%Q1 202607
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$16M63K1.15%Q1 202608
STIFEL FINANCIAL CORP
CIK 0000720672
$13M51K0.01%Q1 202609
MONEYWISE, INC.
CIK 0001703080
$13M45K4.79%Q2 202610
Strategic Equity Management
CIK 0001843578
$13M51K4.79%Q1 202611
Geneos Wealth Management Inc.
CIK 0001764754
$11M45K0.26%Q1 202612
Belpointe Asset Management LLC
CIK 0001721242
$10M41K0.38%Q1 202613
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$10M40K0.06%Q1 202614
Inspire Investing, LLC
CIK 0001670139
$10M39K0.56%Q1 202615
Legacy Wealth Asset Management, LLC
CIK 0001846151
$8M29K1.81%Q2 202616
Orgel Wealth Management, LLC
CIK 0001658535
$8M28K0.15%Q2 202617
EverSource Wealth Advisors, LLC
CIK 0001710537
$8M27K0.26%Q2 202618
Investment Research Partners LLC
CIK 0002069274
$8M30K3.05%Q1 202619
FAMILY WEALTH PARTNERS, LLC
CIK 0002016217
$7M25K2.19%Q2 202620
PAX Financial Group, LLC
CIK 0001803673
$6M24K1.03%Q1 2026
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