NSI — Northern Lts Fd Tr IV Institutional Holders · Q2 2026
Who owns Northern Lts Fd Tr IV (NSI)? 11 institutions reported holding $28.30M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Envestnet Asset Management Inc ($17.1M), Integrated Advisors Network LLC ($4.5M), Arkadios Wealth Advisors ($3.9M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $17.1M | 444,434 | Added |
| 2 | Integrated Advisors Network LLC | $4.5M | 117,727 | Added |
| 3 | Arkadios Wealth Advisors | $3.9M | 101,035 | New |
| 4 | OLD MISSION CAPITAL LLC | $1.4M | 36,627 | Added |
| 5 | Royal Bank of Canada | $641,000 | 16,622 | Trimmed |
| 6 | MERCER GLOBAL ADVISORS INC /ADV | $380,171 | 9,858 | Hold |
| 7 | CITADEL ADVISORS LLC | $234,242 | 6,074 | New |
| 8 | Steward Partners Investment Advisory, LLC | $36,097 | 936 | Added |
| 9 | Ameritas Advisory Services, LLC | $10,951 | 284 | New |
| 10 | UBS Group AG | $4,743 | 123 | New |
| 11 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30