NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 51 filers reported holding NORTHERN LTS FD TR IV in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $35 | – | 871 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orion Portfolio Solutions, LLC | 17,186,466 | $697,770,539 | 8.61% |
| McAlister, Sweet & Associates, Inc. | 74,845 | $3,038,707 | 3.34% |
| Main Management LLC | 393,376 | $15,971 | 1.69% |
| WealthPLAN Partners, LLC | 267,793 | $10,872,365 | 1.24% |
| LifePro Asset Management | 23,562 | $913,970 | 0.66% |
| Independent Wealth Network Inc. | 18,138 | $736,403 | 0.47% |
| Madrona Financial Services, LLC | 21,331 | $866,039 | 0.46% |
| Atlas Financial Advisors, Inc. | 6,196 | $251,558 | 0.34% |
| Fiduciary Alliance LLC | 30,776 | $1,249,506 | 0.31% |
| Mutual Advisors, LLC | 166,139 | $6,745,245 | 0.28% |