PTL — Northern Lts Fd Tr IV Institutional Holders · Q3 2026
Who owns Northern Lts Fd Tr IV (PTL)? 10 institutions reported holding $58.68M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Plan A Wealth LLC ($45.6M), Legacy Wealth Asset Management, LLC ($8.0M), Pioneer Wealth Management Group ($1.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Plan A Wealth LLC | $45.6M | 167,462 | Added |
| 2 | Legacy Wealth Asset Management, LLC | $8.0M | 29,527 | Added |
| 3 | Pioneer Wealth Management Group | $1.6M | 5,784 | Added |
| 4 | Farther Finance Advisors, LLC | $1.0M | 3,714 | Added |
| 5 | First Heartland Consultants, Inc. | $788,934 | 2,899 | Added |
| 6 | Whitaker-Myers Wealth Managers, LTD. | $704,789 | 2,590 | Added |
| 7 | Gradient Investments LLC | $436,990 | 1,606 | New |
| 8 | MRA Advisory Group | $286,100 | 1,051 | Trimmed |
| 9 | CX Institutional | $271,000 | 994 | Trimmed |
| 10 | Go Invest LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30