13F Insight
DOSSIER · 13F Holders · Q1 2025Defensive growthQuality
SECT

NORTHERN LTS FD TR IV

120 institutions still hold NORTHERN LTS FD TR IV as of Q1 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 66538H591·120 13F holders·last filed Mar 31, 2025
Market cap
—
▲ 7.0%
vs prior quarter
13F value held
$4.0B
50.0% inst. owned
of float
Holders
120
-70 QoQ
filers reporting
Activity
+8 / −69
+885 added · −829 reduced
this quarter
Concentration
47.43%
Orion Portfolio Solutions, LLC #1
top holder share
AI Holders Summary · Q1 2025

120 institutions reported SECT in Q1 2025. Orion Portfolio Solutions, LLC leads at 47.4% of the visible book. -70 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Orion Portfolio Solutions, LLC
CIK 0001802647
$1.9B35.6M9.32%Q1 202502
Orion Porfolio Solutions, LLC
CIK 0001360533
$1.1B17.5M8.99%Q1 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$374M6.2M0.55%Q1 202604
LPL Financial LLC
CIK 0001403438
$309M5.1M0.08%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$81M1.3M0.02%Q1 202606
POTOMAC FUND MANAGEMENT INC /ADV
CIK 0000826000
$50M832K1.75%Q1 202607
CreativeOne Wealth, LLC
CIK 0001739728
$44M727K1.02%Q1 202608
GeoWealth Management, LLC
CIK 0001593387
$33M539K1.17%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$21M355K0.02%Q1 202610
Madrona Financial Services, LLC
CIK 0001578370
$15M256K3.38%Q1 202611
Copley Financial Group, Inc.
CIK 0002045258
$15M244K8.90%Q1 202612
Mutual Advisors, LLC
CIK 0001694080
$14M234K0.30%Q1 202613
Gibbs Wealth Management
CIK 0002081110
$13M212K1.68%Q1 202614
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$13M211K0.48%Q1 202615
Encompass More Asset Management
CIK 0002011218
$10M169K1.71%Q1 202616
AMG Asset Management Group, Inc.
CIK 0002113282
$10M159K7.45%Q1 202617
Silver Grove Financial Group, Inc.
CIK 0002111172
$9M153K7.44%Q1 202618
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$9M155K0.05%Q2 202519
Atria Investments, Inc
CIK 0001535865
$9M145K0.10%Q1 202620
Ausdal Financial Partners, Inc.
CIK 0001667146
$9M144K0.39%Q1 2026
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