Who Owns NORTHERN LTS FD TR IV MAIN SECTR ROTN (SECT)? -- Institutional Holders (2026-06-30)

136 institutions reported holding $2.69B of NORTHERN LTS FD TR IV MAIN SECTR ROTN (SECT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Orion Porfolio Solutions, LLC ($1.25B), OSAIC HOLDINGS, INC. ($446.3M), LPL Financial LLC ($409.9M), ENVESTNET ASSET MANAGEMENT INC ($100.1M), POTOMAC FUND MANAGEMENT INC /ADV ($60.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Orion Porfolio Solutions, LLC$1.25B17.4MTrimmed
2OSAIC HOLDINGS, INC.$446.3M6.2MAdded
3LPL Financial LLC$409.9M5.7MAdded
4ENVESTNET ASSET MANAGEMENT INC$100.1M1.4MAdded
5POTOMAC FUND MANAGEMENT INC /ADV$60.9M845,221Added
6CreativeOne Wealth, LLC$46.7M647,836Trimmed
7GeoWealth Management, LLC$44.2M613,483Added
8Main Management LLC$28.3M392,324Trimmed
9Copley Financial Group, Inc.$27.7M384,988Added
10Cetera Investment Advisers$25.0M346,474Trimmed
11Madrona Financial Services, LLC$18.8M261,358Added
12Mutual Advisors, LLC$17.8M246,758Added
13INTEGRITY ALLIANCE, LLC.$15.6M216,151Added
14Encompass More Asset Management$12.7M176,200Added
15Silver Grove Financial Group, Inc.$11.7M162,820Added
16AMG Asset Management Group, Inc.$11.1M153,480Trimmed
17Ausdal Financial Partners, Inc.$9.7M134,956Trimmed
18Atria Investments, Inc$8.4M116,376Trimmed
19HARBOUR INVESTMENTS, INC.$8.4M116,026Trimmed
20Spire Wealth Management$7.7M106,703Trimmed
21Triad Wealth Partners, LLC$7.4M103,495Added
22Envestnet Portfolio Solutions, Inc.$6.2M86,525Trimmed
23Virtue Capital Management, LLC$6.2M85,721Added
24Cambridge Investment Research Advisors, Inc.$5.7M78,653Added
25Geneos Wealth Management Inc.$5.6M77,629Trimmed

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