NORTHERN LTS FD TR IV's ticker is and the CUSIP is 66538H179. A total of 31 filers reported holding NORTHERN LTS FD TR IV in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,219,549 | +5.6% | 234,661 | +5.2% | 3.14% | +1.7% |
| Q1 2024 | $3,048,451 | +13.2% | 223,003 | +11.7% | 3.09% | +11.6% |
| Q4 2023 | $2,691,956 | +17.3% | 199,700 | +15.7% | 2.77% | +10.6% |
| Q3 2023 | $2,295,540 | +25.9% | 172,597 | +27.8% | 2.50% | +28.4% |
| Q2 2023 | $1,822,905 | +7.8% | 135,030 | +5.8% | 1.95% | +22.3% |
| Q1 2023 | $1,690,232 | – | 127,661 | – | 1.59% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Main Management LLC | 5,967,691 | $80,564 | 8.18% |
| Echo45 Advisors LLC | 241,749 | $3,263,606 | 2.69% |
| COLUMBIA ADVISORY PARTNERS LLC | 135,030 | $1,822,905 | 1.95% |
| Atlas Financial Advisors, Inc. | 58,376 | $788,076 | 1.11% |
| Orion Portfolio Solutions, LLC | 7,089,677 | $95,710,643 | 1.02% |
| Madrona Financial Services, LLC | 92,449 | $1,248,062 | 0.61% |
| WealthPLAN Partners, LLC | 38,709 | $522,574 | 0.07% |
| GeoWealth Management, LLC | 41,066 | $555 | 0.06% |
| TOWNSQUARE CAPITAL LLC | 70,285 | $948,851 | 0.02% |
| Mutual Advisors, LLC | 31,555 | $425,987 | 0.02% |