13F Insight
DOSSIER · 13F Holders · Q2 2026
SECT

NORTHERN LTS FD TR IV

139 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 66538H591·139 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.6B
visible holders
Holders
139
filers reporting
Concentration
48.93%
Orion Porfolio Solutions, LLC #1
top holder share
AI Holders Summary · Q2 2026

139 institutions reported SECT in Q2 2026. Orion Porfolio Solutions, LLC leads at 48.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Orion Porfolio Solutions, LLC
CIK 0001360533
$1.3B17.4M9.60%Q2 202602
OSAIC HOLDINGS, INC.
CIK 0001677044
$446M6.2M0.52%Q2 202603
LPL Financial LLC
CIK 0001403438
$410M5.7M0.09%Q2 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$100M1.4M0.02%Q2 202605
POTOMAC FUND MANAGEMENT INC /ADV
CIK 0000826000
$61M845K1.53%Q2 202606
CreativeOne Wealth, LLC
CIK 0001739728
$47M648K1.01%Q2 202607
GeoWealth Management, LLC
CIK 0001593387
$44M613K1.39%Q2 202608
Copley Financial Group, Inc.
CIK 0002045258
$28M385K16.78%Q2 202609
Cetera Investment Advisers
CIK 0001666741
$25M346K0.02%Q2 202610
Main Management LLC
CIK 0001583092
$24M397K1.75%Q1 202611
Madrona Financial Services, LLC
CIK 0001578370
$19M261K3.47%Q2 202612
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$16M216K0.49%Q2 202613
Mutual Advisors, LLC
CIK 0001694080
$14M234K0.30%Q1 202614
Encompass More Asset Management
CIK 0002011218
$13M181K1.82%Q3 202615
Gibbs Wealth Management
CIK 0002081110
$13M212K1.68%Q1 202616
Silver Grove Financial Group, Inc.
CIK 0002111172
$12M163K6.35%Q2 202617
AMG Asset Management Group, Inc.
CIK 0002113282
$11M153K6.93%Q2 202618
Ausdal Financial Partners, Inc.
CIK 0001667146
$10M135K0.38%Q2 202619
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$9M155K0.05%Q2 202520
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$8M116K0.11%Q2 2026
Page 1 of 7
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Insiders at NORTHERN LTS FD TR IV
Gargett John B. →