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

NORTHERN LTS FD TR IV

122 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 66538H419·122 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$318M
visible holders
Holders
122
filers reporting
Concentration
39.34%
Inspire Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

122 institutions reported WWJD in Q2 2026. Inspire Advisors, LLC leads at 39.3% 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
$125M3.3M8.70%Q2 202602
OneAscent Financial Services LLC
CIK 0001780985
$21M551K1.01%Q2 202603
Bare Financial Services, Inc
CIK 0002009426
$20M533K4.67%Q2 202604
PAX Financial Group, LLC
CIK 0001803673
$17M453K2.57%Q2 202605
Faithward Advisors, LLC
CIK 0001695078
$17M441K2.05%Q2 202606
Inspire Investing, LLC
CIK 0001670139
$16M425K0.67%Q2 202607
LPL Financial LLC
CIK 0001403438
$14M361K0.00%Q2 202608
Fiduciary Alliance LLC
CIK 0001954805
$14M357K0.92%Q2 202609
Legacy Wealth Asset Management, LLC
CIK 0001846151
$11M292K2.45%Q2 202610
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$10M272K0.49%Q2 202611
Turning Point Benefit Group, Inc.
CIK 0002008513
$9M233K3.81%Q2 202612
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$7M176K0.41%Q2 202613
Sound Financial Strategies Group, LLC
CIK 0001800620
$7M171K4.14%Q2 202614
EverSource Wealth Advisors, LLC
CIK 0001710537
$6M164K0.21%Q2 202615
Focus Partners Wealth
CIK 0001542153
$5M132K0.01%Q2 202616
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$5M126K0.03%Q2 202617
Simplicity Wealth,LLC
CIK 0001913243
$4M104K0.13%Q2 202618
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$3M90K0.00%Q2 202619
World Investment Advisors
CIK 0001652594
$3M91K0.06%Q1 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M89K0.00%Q2 2026
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