8 institutions reported holding $22.0M of NORTHERN LTS FD TR IV (NSI) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($15.4M), Integrated Advisors Network LLC ($4.0M), Royal Bank of Canada ($1.1M), OLD MISSION CAPITAL LLC ($934,426), MERCER GLOBAL ADVISORS INC /ADV ($345,572). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $15.4M | 439,750 | New |
| 2 | Integrated Advisors Network LLC | $4.0M | 114,697 | Added |
| 3 | Royal Bank of Canada | $1.1M | 30,759 | Added |
| 4 | OLD MISSION CAPITAL LLC | $934,426 | 26,656 | Added |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | $345,572 | 9,858 | Hold |
| 6 | JANE STREET GROUP, LLC | $208,192 | 5,939 | Trimmed |
| 7 | Steward Partners Investment Advisory, LLC | $14,337 | 409 | Hold |
| 8 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31