WWJD — Northern Lts Fd Tr IV Institutional Holders · Q3 2026
Who owns Northern Lts Fd Tr IV (WWJD)? 6 institutions reported holding $17.41M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Legacy Wealth Asset Management, LLC ($11.5M), Plan A Wealth LLC ($3.2M), Farther Finance Advisors, LLC ($1.5M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Legacy Wealth Asset Management, LLC | $11.5M | 296,787 | Added |
| 2 | Plan A Wealth LLC | $3.2M | 82,377 | Added |
| 3 | Farther Finance Advisors, LLC | $1.5M | 39,854 | Added |
| 4 | Whitaker-Myers Wealth Managers, LTD. | $1.1M | 29,026 | Added |
| 5 | Go Invest LLC | $19,586 | 505 | Added |
| 6 | CX Institutional | $17,000 | 446 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30