Who Owns NORTHERN LTS FD TR IV (ISMD)? -- Institutional Holders (2026-03-31)

102 institutions reported holding $189.1M of NORTHERN LTS FD TR IV (ISMD) in SEC 13F filings for 2026-03-31. Largest institutional holders: Inspire Advisors, LLC ($57.8M), OneAscent Financial Services LLC ($31.0M), Christian Investment Advisors, Inc. ($15.0M), LPL Financial LLC ($8.6M), PAX Financial Group, LLC ($8.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Inspire Advisors, LLC$57.8M1.4MAdded
2OneAscent Financial Services LLC$31.0M776,568Added
3Christian Investment Advisors, Inc.$15.0M361,249Trimmed
4LPL Financial LLC$8.6M214,359Added
5PAX Financial Group, LLC$8.0M199,934Added
6Inspire Investing, LLC$7.6M189,855Trimmed
7CreativeOne Wealth, LLC$5.8M144,528Added
8GOLDMAN SACHS GROUP INC$3.8M94,887Added
9Sound Financial Strategies Group, LLC$3.1M77,651Added
10AlphaStar Capital Management, LLC$2.7M67,386Added
11SILVER OAK SECURITIES, INCORPORATED$2.6M66,190Added
12WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.3M56,698Trimmed
13CREATIVE FINANCIAL DESIGNS INC /ADV$2.0M49,957Trimmed
14UBS Group AG$1.7M41,535Trimmed
15WorthPointe, LLC$1.6M40,193Trimmed
16JANE STREET GROUP, LLC$1.5M38,359New
17GTS SECURITIES LLC$1.5M36,719Added
18EverSource Wealth Advisors, LLC$1.4M35,546Added
19Cetera Investment Advisers$1.4M35,377Added
20Chevy Chase Trust Holdings, LLC$1.4M34,285New
21TWO SIGMA INVESTMENTS, LP$1.2M31,100Added
22UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.2M30,088Added
23NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.2M29,025Added
24LVZ, Inc.$1.2M28,811Trimmed
25Independent Advisor Alliance$1.1M27,900New

Source: SEC Form 13F filings · as of 2026-03-31