PTL — Northern Lts Fd Tr IV 机构持仓 · 2026年Q3
谁持有 Northern Lts Fd Tr IV（PTL）？2026年Q3（报告期截至 2026-09-30）共有 10 家机构在 SEC 13F 申报中报告持有，合计 5,868.14 万美元。前几大持有机构：Plan A Wealth LLC（4,560.00 万美元）、Legacy Wealth Asset Management, LLC（800.00 万美元）、Pioneer Wealth Management Group（160.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Plan A Wealth LLC | $45.6M | 167,462 | 增持 |
| 2 | Legacy Wealth Asset Management, LLC | $8.0M | 29,527 | 增持 |
| 3 | Pioneer Wealth Management Group | $1.6M | 5,784 | 增持 |
| 4 | Farther Finance Advisors, LLC | $1.0M | 3,714 | 增持 |
| 5 | First Heartland Consultants, Inc. | $788,934 | 2,899 | 增持 |
| 6 | Whitaker-Myers Wealth Managers, LTD. | $704,789 | 2,590 | 增持 |
| 7 | Gradient Investments LLC | $436,990 | 1,606 | 新建仓 |
| 8 | MRA Advisory Group | $286,100 | 1,051 | 减持 |
| 9 | CX Institutional | $271,000 | 994 | 减持 |
| 10 | Go Invest LLC | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-09-30