Who Owns NORTHERN LTS FD TR IV (BUYW)? -- Institutional Holders (2026-06-30)

41 institutions reported holding $137.2M of NORTHERN LTS FD TR IV (BUYW) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($36.6M), San Luis Wealth Advisors LLC ($17.6M), Encompass More Asset Management ($16.3M), Madrona Financial Services, LLC ($13.6M), AMG Asset Management Group, Inc. ($8.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$36.6M2.5MTrimmed
2San Luis Wealth Advisors LLC$17.6M1.2MAdded
3Encompass More Asset Management$16.3M1.1MAdded
4Madrona Financial Services, LLC$13.6M941,305Added
5AMG Asset Management Group, Inc.$8.4M582,661Added
6Cambridge Investment Research Advisors, Inc.$7.4M510,964Added
7Ashton Thomas Private Wealth, LLC$6.0M416,325Added
8Echo45 Advisors LLC$5.0M344,192Added
9Tactive Advisors, LLC$3.0M207,434Added
10Pine Valley Investments Ltd Liability Co$2.6M182,142Added
11Dynamic Advisor Solutions LLC$2.6M179,870Added
12INTEGRITY ALLIANCE, LLC.$2.4M168,750Added
13Sonoma Allocations LLC$2.3M161,272Added
14INDEPENDENT FINANCIAL GROUP, LLC$2.3M160,679Trimmed
15GeoWealth Management, LLC$1.7M115,075Added
16United Advisor Group, LLC$1.2M82,863Added
17CFS Investment Advisory Services, LLC$1.2M79,806Added
18Tortuga Wealth Management, Inc$1.2M79,634Added
19Astoria Portfolio Advisors LLC.$1.1M74,790Added
20VICTORY FINANCIAL GROUP, LLC$771,29853,377Added
21Envestnet Portfolio Solutions, Inc.$758,79852,512Added
22MONEY CONCEPTS CAPITAL CORP$456,79331,612Added
23PFG Advisors$426,81029,537Added
24KINGSWOOD WEALTH ADVISORS, LLC$426,57029,520Added
25Koshinski Asset Management, Inc.$398,58927,584Added

Source: SEC Form 13F filings · as of 2026-06-30