12 institutions reported holding $21.9M of NORTHERN LTS FD TR IV (INTL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Encompass More Asset Management ($5.8M), ENVESTNET ASSET MANAGEMENT INC ($5.6M), AMG Asset Management Group, Inc. ($5.4M), Echo45 Advisors LLC ($2.6M), Envestnet Portfolio Solutions, Inc. ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Encompass More Asset Management | $5.8M | 190,647 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $5.6M | 182,846 | Added |
| 3 | AMG Asset Management Group, Inc. | $5.4M | 177,243 | Added |
| 4 | Echo45 Advisors LLC | $2.6M | 85,098 | Added |
| 5 | Envestnet Portfolio Solutions, Inc. | $1.1M | 34,822 | Trimmed |
| 6 | Signal Advisors Wealth, LLC | $742,080 | 24,259 | Added |
| 7 | VICTORY FINANCIAL GROUP, LLC | $383,935 | 12,551 | New |
| 8 | GW HENSSLER & ASSOCIATES LTD | $267,663 | 8,750 | New |
| 9 | IFP Advisors, Inc | $24,350 | 796 | New |
| 10 | AE Wealth Management LLC | $13,429 | 439 | Hold |
| 11 | KERR FINANCIAL PLANNING Corp | $3,059 | 100 | New |
| 12 | Root Financial Partners, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30