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

118 institutions reported holding $241.8M of NORTHERN LTS FD TR IV (ISMD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Inspire Advisors, LLC ($78.9M), OneAscent Financial Services LLC ($39.7M), Christian Investment Advisors, Inc. ($16.8M), LPL Financial LLC ($13.1M), Inspire Investing, LLC ($10.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Inspire Advisors, LLC$78.9M1.6MAdded
2OneAscent Financial Services LLC$39.7M793,784Added
3Christian Investment Advisors, Inc.$16.8M336,477Trimmed
4LPL Financial LLC$13.1M262,369Added
5Inspire Investing, LLC$10.3M206,820Added
6PAX Financial Group, LLC$10.0M200,796Added
7Sound Financial Strategies Group, LLC$3.9M78,430Added
8SILVER OAK SECURITIES, INCORPORATED$3.5M70,865Added
9AlphaStar Capital Management, LLC$3.5M70,736Added
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.3M67,415Added
11GOLDMAN SACHS GROUP INC$3.2M64,475Trimmed
12CREATIVE FINANCIAL DESIGNS INC /ADV$2.6M51,047Added
13GTS SECURITIES LLC$2.3M45,717Added
14TWO SIGMA INVESTMENTS, LP$2.1M42,800Added
15UBS Group AG$2.1M41,621Added
16Simplicity Wealth,LLC$2.0M40,936Added
17Cetera Investment Advisers$1.9M37,044Added
18EverSource Wealth Advisors, LLC$1.8M36,857Added
19WorthPointe, LLC$1.8M35,099Trimmed
20UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.7M34,824Added
21CITADEL ADVISORS LLC$1.6M32,910New
22Chevy Chase Trust Holdings, LLC$1.6M31,330Trimmed
23LVZ, Inc.$1.4M28,646Trimmed
24Focus Partners Advisor Solutions, LLC$1.4M27,900Added
25Bare Financial Services, Inc$1.4M27,551Trimmed

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