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

NORTHERN LTS FD TR IV

121 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 66538H591·121 13F holders·last filed Mar 31, 2025
Market cap
—
13F value held
$4.0B
visible holders
Holders
121
filers reporting
Concentration
47.18%
Orion Portfolio Solutions, LLC #1
top holder share
AI Holders Summary · Q1 2025

121 institutions reported SECT in Q1 2025. Orion Portfolio Solutions, LLC leads at 47.2% of the visible book.

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
Main Management LLC
CIK 0001583092
$24M397K1.75%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$21M355K0.02%Q1 202611
Madrona Financial Services, LLC
CIK 0001578370
$19M261K3.47%Q2 202612
Copley Financial Group, Inc.
CIK 0002045258
$15M244K8.90%Q1 202613
Mutual Advisors, LLC
CIK 0001694080
$14M234K0.30%Q1 202614
Gibbs Wealth Management
CIK 0002081110
$13M212K1.68%Q1 202615
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$13M211K0.48%Q1 202616
Encompass More Asset Management
CIK 0002011218
$13M176K1.85%Q2 202617
AMG Asset Management Group, Inc.
CIK 0002113282
$10M159K7.45%Q1 202618
Silver Grove Financial Group, Inc.
CIK 0002111172
$9M153K7.44%Q1 202619
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$9M155K0.05%Q2 202520
Atria Investments, Inc
CIK 0001535865
$9M145K0.10%Q1 2026
Page 1 of 7
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Insiders at NORTHERN LTS FD TR IV
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