NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 29 filers reported holding NORTHERN LTS FD TR IV in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $261,000 | – | 6,328 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orion Portfolio Solutions, LLC | 17,899,621 | $803,156,000 | 26.85% |
| McAlister, Sweet & Associates, Inc. | 75,022 | $3,366,000 | 2.94% |
| SimpliFi, Inc. | 59,753 | $2,681,000 | 1.17% |
| Avestar Capital, LLC | 166,898 | $7,498,000 | 0.92% |
| WealthPLAN Partners, LLC | 263,829 | $11,155,000 | 0.74% |
| Independent Wealth Network Inc. | 25,590 | $1,148,000 | 0.71% |
| Main Management LLC | 123,804 | $5,555,000 | 0.56% |
| Mutual Advisors, LLC | 208,635 | $9,361,000 | 0.50% |
| Belpointe Asset Management LLC | 121,641 | $5,458,000 | 0.34% |
| NEXT Financial Group, Inc | 68,397 | $3,069,000 | 0.20% |