13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
WWJD

NORTHERN LTS FD TR IV

112 institutions still hold NORTHERN LTS FD TR IV as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 66538H419·112 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.0%
vs prior quarter
13F value held
$294M
45.0% inst. owned
of float
Holders
112
+94 QoQ
filers reporting
Activity
+8 / −6
+819 added · −900 reduced
this quarter
Concentration
37.05%
Inspire Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

112 institutions reported WWJD in Q1 2026. Inspire Advisors, LLC leads at 37.1% of the visible book. +94 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Inspire Advisors, LLC
CIK 0001810558
$109M2.9M8.87%Q1 202602
OneAscent Financial Services LLC
CIK 0001780985
$22M583K1.18%Q1 202603
Bare Financial Services, Inc
CIK 0002009426
$20M523K5.17%Q1 202604
PAX Financial Group, LLC
CIK 0001803673
$17M451K2.88%Q1 202605
Faithward Advisors, LLC
CIK 0001695078
$17M444K2.37%Q1 202606
Inspire Investing, LLC
CIK 0001670139
$14M372K0.81%Q1 202607
Fiduciary Alliance LLC
CIK 0001954805
$14M347K0.83%Q1 202608
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$12M328K0.75%Q1 202609
Legacy Wealth Asset Management, LLC
CIK 0001846151
$11M281K2.56%Q1 202610
LPL Financial LLC
CIK 0001403438
$10M274K0.00%Q1 202611
Turning Point Benefit Group, Inc.
CIK 0002008513
$10M265K5.04%Q4 202512
Sound Financial Strategies Group, LLC
CIK 0001800620
$6M169K4.31%Q1 202613
EverSource Wealth Advisors, LLC
CIK 0001710537
$6M162K0.18%Q1 202614
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$6M154K0.42%Q1 202615
Focus Partners Wealth
CIK 0001542153
$4M122K0.01%Q4 202516
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$4M107K0.02%Q1 202617
Frontier Asset Management, LLC
CIK 0001910146
$3M95K0.80%Q4 202518
World Investment Advisors
CIK 0001652594
$3M91K0.06%Q1 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M87K0.00%Q1 202620
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$3M85K0.00%Q1 2026
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