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

NORTHERN LTS FD TR IV

122 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 66537J796·122 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$504M
visible holders
Holders
122
filers reporting
Concentration
18.66%
Inspire Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

122 institutions reported PTL in Q2 2026. Inspire Advisors, LLC leads at 18.7% 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
$94M329K6.53%Q2 202602
OneAscent Financial Services LLC
CIK 0001780985
$84M292K4.00%Q2 202603
LPL Financial LLC
CIK 0001403438
$51M180K0.01%Q2 202604
Plan A Wealth LLC
CIK 0002093645
$46M159K19.36%Q2 202605
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$34M118K1.60%Q2 202606
Christian Investment Advisors, Inc.
CIK 0002055071
$26M92K15.54%Q2 202607
Strategic Equity Management
CIK 0001843578
$23M81K7.74%Q2 202608
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$19M65K1.12%Q2 202609
STIFEL FINANCIAL CORP
CIK 0000720672
$15M53K0.01%Q2 202610
Geneos Wealth Management Inc.
CIK 0001764754
$14M49K0.29%Q2 202611
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$13M45K0.07%Q2 202612
MONEYWISE, INC.
CIK 0001703080
$13M45K4.79%Q2 202613
Inspire Investing, LLC
CIK 0001670139
$12M42K0.49%Q2 202614
Belpointe Asset Management LLC
CIK 0001721242
$12M41K0.38%Q2 202615
Investment Research Partners LLC
CIK 0002069274
$9M30K2.91%Q2 202616
Legacy Wealth Asset Management, LLC
CIK 0001846151
$8M29K1.81%Q2 202617
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$8M29K0.00%Q2 202618
GTS SECURITIES LLC
CIK 0001452765· Market maker
$8M28K0.17%Q2 202619
Orgel Wealth Management, LLC
CIK 0001658535
$8M28K0.15%Q2 202620
EverSource Wealth Advisors, LLC
CIK 0001710537
$8M27K0.26%Q2 2026
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