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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $90,073 | +146.2% | 2,140 | +152.1% | 0.00% | – |
| Q2 2023 | $36,583 | -37.9% | 849 | -41.5% | 0.00% | – |
| Q1 2023 | $58,911 | +78.9% | 1,451 | +70.9% | 0.00% | – |
| Q4 2022 | $32,933 | +9.8% | 849 | 0.0% | 0.00% | – |
| Q3 2022 | $30,000 | -3.2% | 849 | 0.0% | 0.00% | – |
| Q2 2022 | $31,000 | -13.9% | 849 | 0.0% | 0.00% | – |
| Q1 2022 | $36,000 | -5.3% | 849 | 0.0% | 0.00% | – |
| Q4 2021 | $38,000 | +192.3% | 849 | +165.3% | 0.00% | – |
| Q2 2021 | $13,000 | +8.3% | 320 | 0.0% | 0.00% | – |
| Q1 2021 | $12,000 | – | 320 | – | 0.00% | – |
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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% |