Who Owns NORTHERN LTS FD TR IV (RISN)? -- Institutional Holders (2026-06-30)

27 institutions reported holding $70.6M of NORTHERN LTS FD TR IV (RISN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Inspire Advisors, LLC ($62.2M), Avior Wealth Management, LLC ($3.5M), LPL Financial LLC ($1.9M), Revisor Wealth Management LLC ($1.1M), GTS SECURITIES LLC ($358,767). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Inspire Advisors, LLC$62.2M2.0MTrimmed
2Avior Wealth Management, LLC$3.5M115,050New
3LPL Financial LLC$1.9M61,946New
4Revisor Wealth Management LLC$1.1M34,316Added
5GTS SECURITIES LLC$358,76711,679Trimmed
6Inspire Investing, LLC$299,2389,741Hold
7AE Wealth Management LLC$262,6908,551Added
8Arax Advisory Partners$189,0456,154Hold
9Westside Investment Management, Inc.$133,3204,340Hold
10Global Retirement Partners, LLC$120,6333,927Hold
11Steward Partners Investment Advisory, LLC$104,6903,408New
12AdvisorNet Financial, Inc$101,2193,295Added
13HARBOUR INVESTMENTS, INC.$94,1893,066Added
14OSAIC HOLDINGS, INC.$65,9292,146Hold
15Continuum Advisory, LLC$44,9111,462New
16CREATIVE FINANCIAL DESIGNS INC /ADV$37,1011,208Added
17EverSource Wealth Advisors, LLC$25,295823Added
18Bare Financial Services, Inc$19,599638Hold
19Institute for Wealth Management, LLC.$7,773253New
20Allworth Financial LP$30810Hold
21MORGAN STANLEY$1474Added
22CITADEL ADVISORS LLC$00Exited
23SUSQUEHANNA INTERNATIONAL GROUP, LLP$00Exited
24NATIONS FINANCIAL GROUP INC, /IA/ /ADV$00Exited
25Advisory Services Network, LLC$00Exited

Source: SEC Form 13F filings · as of 2026-06-30