DOSSIER · 13F Holders · Q2 2026
RISN

NORTHERN LTS FD TR IV

23 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 66538H393·23 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$71M
visible holders
Holders
23
filers reporting
Concentration
87.81%
Inspire Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

23 institutions reported RISN in Q2 2026. Inspire Advisors, LLC leads at 87.8% 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
$62M2.0M4.33%Q2 2026
02
Avior Wealth Management, LLC
CIK 0001599868
$4M115K0.09%Q2 2026
03
LPL Financial LLC
CIK 0001403438
$2M62K0.00%Q2 2026
04
Revisor Wealth Management LLC
CIK 0001887409
$1M34K0.25%Q2 2026
05
GTS SECURITIES LLC
CIK 0001452765· Market maker
$359K12K0.01%Q2 2026
06
Inspire Investing, LLC
CIK 0001670139
$299K10K0.01%Q2 2026
07
Golden State Equity Partners
CIK 0001845003
$283K10K0.02%Q1 2026
08
AE Wealth Management LLC
CIK 0001697723
$263K9K0.00%Q2 2026
09
Arax Advisory Partners
CIK 0001586767
$189K6K0.00%Q2 2026
10
Westside Investment Management, Inc.
CIK 0001538383
$133K4K0.02%Q2 2026
11
Global Retirement Partners, LLC
CIK 0001749744
$121K4K0.00%Q2 2026
12
Steward Partners Investment Advisory, LLC
CIK 0001723397
$105K3K0.00%Q2 2026
13
AdvisorNet Financial, Inc
CIK 0001409362
$101K3K0.00%Q2 2026
14
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$94K3K0.00%Q2 2026
15
OSAIC HOLDINGS, INC.
CIK 0001677044
$66K2K0.00%Q2 2026
16
Continuum Advisory, LLC
CIK 0001846532
$45K1K0.00%Q2 2026
17
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$37K1K0.00%Q2 2026
18
EverSource Wealth Advisors, LLC
CIK 0001710537
$25K8230.00%Q2 2026
19
Bare Financial Services, Inc
CIK 0002009426
$20K6380.00%Q2 2026
20
Institute for Wealth Management, LLC.
CIK 0001533954
$8K2530.00%Q2 2026
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