13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
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
—
▼ 3.0%
vs prior quarter
13F value held
$73M
77.0% inst. owned
of float
Holders
22
-33 QoQ
filers reporting
Activity
+9 / −50
+860 added · −715 reduced
this quarter
Concentration
94.08%
Inspire Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

22 institutions reported RISN in Q1 2026. Inspire Advisors, LLC leads at 94.1% of the visible book. -33 net institutions QoQ — distribution reading.

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 202602
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK 0001109767
$2M57K0.08%Q1 202603
Revisor Wealth Management LLC
CIK 0001887409
$402,83514K0.11%Q1 202604
GTS SECURITIES LLC
CIK 0001452765· Market maker
$399,68014K0.01%Q1 202605
Golden State Equity Partners
CIK 0001845003
$283,45710K0.02%Q1 202606
Inspire Investing, LLC
CIK 0001670139
$279,47410K0.02%Q1 202607
AE Wealth Management LLC
CIK 0001697723
$245,1859K0.00%Q1 202608
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$233,2508K0.00%Q1 202609
Arax Advisory Partners
CIK 0001586767
$176,5596K0.01%Q1 202610
Westside Investment Management, Inc.
CIK 0001538383
$124,5154K0.02%Q1 202611
Global Retirement Partners, LLC
CIK 0001749744
$114,0334K0.00%Q4 202512
Root Financial Partners, LLC
CIK 0001977181
$89,8163K0.00%Q1 202613
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$87,7693K0.00%Q1 202614
AdvisorNet Financial, Inc
CIK 0001409362
$78,7543K0.00%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$61,5722K0.00%Q1 202616
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$34,5751K0.00%Q1 202617
EverSource Wealth Advisors, LLC
CIK 0001710537
$23,5838220.00%Q1 202618
Bare Financial Services, Inc
CIK 0002009426
$18,3046380.00%Q1 202619
Advisory Services Network, LLC
CIK 0001573876
$8,6073000.00%Q1 202620
Allworth Financial LP
CIK 0001555170
$287100.00%Q1 2026
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