IBD — Northern Lts Fd Tr IV Institutional Holders · Q3 2026
Who owns Northern Lts Fd Tr IV (IBD)? 8 institutions reported holding $22.39M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Plan A Wealth LLC ($9.1M), Legacy Wealth Asset Management, LLC ($5.9M), TrueWealth Advisors, LLC ($2.9M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Plan A Wealth LLC | $9.1M | 395,821 | Added |
| 2 | Legacy Wealth Asset Management, LLC | $5.9M | 256,141 | Added |
| 3 | TrueWealth Advisors, LLC | $2.9M | 126,387 | Added |
| 4 | Farther Finance Advisors, LLC | $2.5M | 107,607 | Added |
| 5 | First Heartland Consultants, Inc. | $1.1M | 46,522 | Added |
| 6 | Pioneer Wealth Management Group | $542,908 | 23,605 | Hold |
| 7 | MRA Advisory Group | $343,227 | 14,923 | Added |
| 8 | CX Institutional | $55,000 | 2,374 | New |
Source: SEC Form 13F filings · as of 2026-09-30