| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
| Brookstone Capital Management | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
| Kingsview Wealth Management, LLC | 6 | 4 | 0.85% | 1.28% | 1.47% | Q1 2021 | Q3 2023 | 10 |
| MORGAN STANLEY | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
| UBS Group AG | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 6 |
| Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 4 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
| Stegent Equity Advisors, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
| GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own NORTHERN LTS FD TR IV or have owned NORTHERN LTS FD TR IV in the past.