DOSSIER · 13F Holders · Q1 2026
RISN

NORTHERN LTS FD TR IV

22 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 66538H393·22 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$75M
visible holders
Holders
22
filers reporting
Concentration
90.86%
Inspire Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

22 institutions reported RISN in Q1 2026. Inspire Advisors, LLC leads at 90.9% 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
$68M2.4M5.57%Q1 2026
02
Avior Wealth Management, LLC
CIK 0001599868
$4M115K0.09%Q2 2026
03
Revisor Wealth Management LLC
CIK 0001887409
$1M34K0.25%Q2 2026
04
GTS SECURITIES LLC
CIK 0001452765· Market maker
$400K14K0.01%Q1 2026
05
Golden State Equity Partners
CIK 0001845003
$283K10K0.02%Q1 2026
06
Inspire Investing, LLC
CIK 0001670139
$279K10K0.02%Q1 2026
07
AE Wealth Management LLC
CIK 0001697723
$245K9K0.00%Q1 2026
08
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$233K8K0.00%Q1 2026
09
Arax Advisory Partners
CIK 0001586767
$177K6K0.01%Q1 2026
10
Westside Investment Management, Inc.
CIK 0001538383
$125K4K0.02%Q1 2026
11
Global Retirement Partners, LLC
CIK 0001749744
$114K4K0.00%Q4 2025
12
AdvisorNet Financial, Inc
CIK 0001409362
$101K3K0.00%Q2 2026
13
Root Financial Partners, LLC
CIK 0001977181
$90K3K0.00%Q1 2026
14
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$88K3K0.00%Q1 2026
15
OSAIC HOLDINGS, INC.
CIK 0001677044
$62K2K0.00%Q1 2026
16
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$35K1K0.00%Q1 2026
17
EverSource Wealth Advisors, LLC
CIK 0001710537
$25K8230.00%Q2 2026
18
Bare Financial Services, Inc
CIK 0002009426
$18K6380.00%Q1 2026
19
Advisory Services Network, LLC
CIK 0001573876
$9K3000.00%Q1 2026
20
Allworth Financial LP
CIK 0001555170
$287100.00%Q1 2026
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