13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
PTL

NORTHERN LTS FD TR IV

105 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 66537J796·105 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.1%
vs prior quarter
13F value held
$398M
54.0% inst. owned
of float
Holders
105
-100 QoQ
filers reporting
Activity
+62 / −79
+791 added · −718 reduced
this quarter
Concentration
17.95%
OneAscent Financial Services LLC #1
top holder share
AI Holders Summary · Q1 2026

105 institutions reported PTL in Q1 2026. OneAscent Financial Services LLC leads at 17.9% of the visible book. -100 net institutions QoQ — distribution reading.

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
$38M152K18.24%Q1 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
Strategic Equity Management
CIK 0001843578
$13M51K4.79%Q1 202610
Geneos Wealth Management Inc.
CIK 0001764754
$11M45K0.26%Q1 202611
Belpointe Asset Management LLC
CIK 0001721242
$10M41K0.38%Q1 202612
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$10M40K0.06%Q1 202613
Inspire Investing, LLC
CIK 0001670139
$10M39K0.56%Q1 202614
MONEYWISE, INC.
CIK 0001703080
$8M31K3.36%Q1 202615
Investment Research Partners LLC
CIK 0002069274
$8M30K3.05%Q1 202616
Legacy Wealth Asset Management, LLC
CIK 0001846151
$7M28K1.72%Q1 202617
PAX Financial Group, LLC
CIK 0001803673
$6M24K1.03%Q1 202618
EverSource Wealth Advisors, LLC
CIK 0001710537
$6M23K0.18%Q1 202619
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK 0001109767
$6M23K0.29%Q1 202620
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$6M23K0.00%Q1 2026
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