NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 64 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,122,670 | +13.4% | 240,091 | +16.2% | 0.14% | +16.4% |
| Q2 2023 | $8,924,053 | +30.7% | 206,595 | +23.0% | 0.12% | +20.8% |
| Q1 2023 | $6,828,372 | +15.1% | 167,978 | +10.2% | 0.10% | +6.3% |
| Q4 2022 | $5,930,837 | +42.7% | 152,478 | +30.5% | 0.10% | +31.9% |
| Q3 2022 | $4,156,215 | +9.6% | 116,810 | +12.1% | 0.07% | +1.4% |
| Q2 2022 | $3,792,000 | -9.5% | 104,195 | +5.8% | 0.07% | +1.4% |
| Q1 2022 | $4,190,000 | – | 98,451 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orion Portfolio Solutions, LLC | 17,149,252 | $623,718,000 | 25.02% |
| McAlister, Sweet & Associates, Inc. | 72,793 | $2,647,000 | 2.68% |
| SimpliFi, Inc. | 61,909 | $2,252,000 | 1.11% |
| Astoria Portfolio Advisors LLC. | 37,847 | $1,376,000 | 1.00% |
| Mutual Advisors, LLC | 231,402 | $8,416,000 | 0.56% |
| Main Management LLC | 124,014 | $4,510,000 | 0.54% |
| Independent Wealth Network Inc. | 17,672 | $643,000 | 0.46% |
| Peterson Financial Group, Inc. | 8,893 | $323,000 | 0.26% |
| Belpointe Asset Management LLC | 85,210 | $3,099,000 | 0.21% |
| EverSource Wealth Advisors, LLC | 15,988 | $581,000 | 0.15% |