Who Owns NORTHERN LTS FD TR IV (INTL)? -- Institutional Holders (2026-03-31)
26 institutions reported holding $199.1M of NORTHERN LTS FD TR IV (INTL) in SEC 13F filings for 2026-03-31. Largest institutional holders: Main Management LLC ($113.2M), Orion Porfolio Solutions, LLC ($36.0M), CWM, LLC ($13.0M), OSAIC HOLDINGS, INC. ($10.3M), Encompass More Asset Management ($5.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Main Management LLC | $113.2M | 4.0M | Added |
| 2 | Orion Porfolio Solutions, LLC | $36.0M | 1.3M | Added |
| 3 | CWM, LLC | $13.0M | 456,906 | Added |
| 4 | OSAIC HOLDINGS, INC. | $10.3M | 364,534 | Added |
| 5 | Encompass More Asset Management | $5.3M | 187,066 | New |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $5.0M | 177,760 | Added |
| 7 | AMG Asset Management Group, Inc. | $4.8M | 170,106 | New |
| 8 | LPL Financial LLC | $4.6M | 163,601 | Added |
| 9 | Echo45 Advisors LLC | $2.4M | 83,506 | Added |
| 10 | GWN SECURITIES INC. | $1.6M | 56,974 | Added |
| 11 | Envestnet Portfolio Solutions, Inc. | $988,212 | 34,833 | Trimmed |
| 12 | CITADEL ADVISORS LLC | $695,803 | 24,526 | New |
| 13 | JANE STREET GROUP, LLC | $309,886 | 10,923 | New |
| 14 | Signal Advisors Wealth, LLC | $284,489 | 10,028 | New |
| 15 | Mutual Advisors, LLC | $272,252 | 9,596 | New |
| 16 | Gibbs Wealth Management | $207,981 | 7,331 | New |
| 17 | Synergy Investment Management, LLC | $27,434 | 967 | New |
| 18 | Royal Bank of Canada | $19,000 | 658 | New |
| 19 | AE Wealth Management LLC | $12,454 | 439 | Hold |
| 20 | UBS Group AG | $2,894 | 102 | Added |
| 21 | Advisory Services Network, LLC | $2,837 | 100 | New |
| 22 | Root Financial Partners, LLC | $255 | 9 | Trimmed |
| 23 | HARBOUR INVESTMENTS, INC. | $87 | 3 | Hold |
| 24 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
| 25 | Cambridge Investment Research Advisors, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31