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

84 institutions reported holding $1.11B of NORTHERN LTS FD TR IV (BUYW) in SEC 13F filings for 2026-06-30. Largest institutional holders: Orion Porfolio Solutions, LLC ($340.9M), LPL Financial LLC ($330.1M), Main Management LLC ($146.9M), OSAIC HOLDINGS, INC. ($107.1M), ENVESTNET ASSET MANAGEMENT INC ($36.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Orion Porfolio Solutions, LLC$340.9M23.6MAdded
2LPL Financial LLC$330.1M22.8MAdded
3Main Management LLC$146.9M10.2MTrimmed
4OSAIC HOLDINGS, INC.$107.1M7.4MAdded
5ENVESTNET ASSET MANAGEMENT INC$36.6M2.5MTrimmed
6San Luis Wealth Advisors LLC$17.6M1.2MAdded
7Encompass More Asset Management$16.3M1.1MAdded
8Madrona Financial Services, LLC$13.6M941,305Added
9POTOMAC FUND MANAGEMENT INC /ADV$11.5M792,716Added
10Virtue Capital Management, LLC$8.9M614,069Trimmed
11AMG Asset Management Group, Inc.$8.4M582,661Added
12Ashton Thomas Private Wealth, LLC$6.0M416,325Added
13Echo45 Advisors LLC$5.0M344,192Added
14GWN SECURITIES INC.$4.2M287,577Added
15World Investment Advisors$3.7M259,061Trimmed
16Cambridge Investment Research Advisors, Inc.$3.7M255,482Added
17Copley Financial Group, Inc.$3.5M245,634Added
18Cetera Investment Advisers$3.5M240,604Trimmed
19Global Retirement Partners, LLC$3.1M217,126Added
20Tactive Advisors, LLC$3.0M207,434Added
21Pine Valley Investments Ltd Liability Co$2.6M182,142Added
22Dynamic Advisor Solutions LLC$2.6M179,870Added
23INTEGRITY ALLIANCE, LLC.$2.4M168,750Added
24Sonoma Allocations LLC$2.3M161,272Added
25INDEPENDENT FINANCIAL GROUP, LLC$2.3M160,679Trimmed

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