120 institutions reported holding $2.24B of NORTHERN LTS FD TR IV MAIN SECTR ROTN (SECT) in SEC 13F filings for 2026-03-31. Largest institutional holders: Orion Porfolio Solutions, LLC ($1.05B), OSAIC HOLDINGS, INC. ($373.6M), LPL Financial LLC ($308.5M), ENVESTNET ASSET MANAGEMENT INC ($81.2M), POTOMAC FUND MANAGEMENT INC /ADV ($50.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | $1.05B | 17.5M | Trimmed |
| 2 | OSAIC HOLDINGS, INC. | $373.6M | 6.2M | Trimmed |
| 3 | LPL Financial LLC | $308.5M | 5.1M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $81.2M | 1.3M | Added |
| 5 | POTOMAC FUND MANAGEMENT INC /ADV | $50.3M | 832,467 | Added |
| 6 | CreativeOne Wealth, LLC | $43.9M | 727,157 | Added |
| 7 | GeoWealth Management, LLC | $32.5M | 538,529 | Added |
| 8 | Main Management LLC | $24.0M | 397,084 | Trimmed |
| 9 | Cetera Investment Advisers | $21.4M | 354,706 | Trimmed |
| 10 | Madrona Financial Services, LLC | $15.4M | 255,600 | Trimmed |
| 11 | Copley Financial Group, Inc. | $14.7M | 244,231 | Trimmed |
| 12 | Mutual Advisors, LLC | $14.1M | 234,310 | Added |
| 13 | Gibbs Wealth Management | $12.8M | 212,191 | Added |
| 14 | INTEGRITY ALLIANCE, LLC. | $12.7M | 211,079 | Added |
| 15 | Encompass More Asset Management | $10.2M | 168,776 | Trimmed |
| 16 | AMG Asset Management Group, Inc. | $9.6M | 158,854 | Added |
| 17 | Silver Grove Financial Group, Inc. | $9.3M | 153,271 | Trimmed |
| 18 | Atria Investments, Inc | $8.8M | 145,455 | Trimmed |
| 19 | Ausdal Financial Partners, Inc. | $8.7M | 143,689 | Added |
| 20 | HARBOUR INVESTMENTS, INC. | $8.0M | 133,103 | Added |
| 21 | Spire Wealth Management | $7.9M | 131,619 | Trimmed |
| 22 | Sigma Planning Corp | $7.9M | 131,205 | Added |
| 23 | CWM, LLC | $7.0M | 116,491 | Added |
| 24 | Mariner, LLC | $6.5M | 107,026 | Added |
| 25 | Envestnet Portfolio Solutions, Inc. | $5.3M | 87,836 | Added |
Source: SEC Form 13F filings · as of 2026-03-31