NORTHERN LTS FD TR IV's ticker is and the CUSIP is 66538H179. A total of 30 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,657,942 | +25.1% | 350,195 | +27.0% | 0.01% | 0.0% |
| Q2 2023 | $3,722,982 | +55.6% | 275,749 | +52.6% | 0.01% | +40.0% |
| Q1 2023 | $2,392,347 | +115.5% | 180,665 | +106.6% | 0.01% | +150.0% |
| Q4 2022 | $1,110,276 | +466.5% | 87,447 | +421.9% | 0.00% | – |
| Q3 2022 | $196,000 | – | 16,756 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Main Management LLC | 6,134,793 | $81,593 | 8.27% |
| Echo45 Advisors LLC | 242,608 | $3,226,690 | 2.74% |
| COLUMBIA ADVISORY PARTNERS LLC | 172,597 | $2,295,540 | 2.50% |
| Madrona Financial Services, LLC | 389,920 | $5,185,936 | 2.37% |
| Orion Portfolio Solutions, LLC | 8,276,241 | $110,074,007 | 1.33% |
| Atlas Financial Advisors, Inc. | 111,475 | $1,482,618 | 1.16% |
| GeoWealth Management, LLC | 46,678 | $621 | 0.07% |
| WealthPLAN Partners, LLC | 39,089 | $519,876 | 0.06% |
| TOWNSQUARE CAPITAL LLC | 73,932 | $983,296 | 0.02% |
| Mutual Advisors, LLC | 21,994 | $292,516 | 0.01% |