NORTHERN LTS FD TR IV shareholder history

Current and past NORTHERN LTS FD TR IV shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Inspire Investing, LLC 24240.67%2.58%6.62%Q4 2017Q3 202324
Cambridge Investment Research Advisors, Inc. 24240.00%0.01%0.02%Q4 2017Q3 202324
CREATIVE FINANCIAL DESIGNS INC /ADV 23230.74%1.84%3.08%Q1 2018Q3 202323
LPL Financial LLC 22220.00%0.01%0.01%Q2 2018Q3 202322
CreativeOne Wealth, LLC 21210.52%0.89%1.40%Q3 2018Q3 202321
AE Wealth Management LLC 1830.01%0.01%0.02%Q1 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
ENVESTNET ASSET MANAGEMENT INC 20200.00%0.00%0.01%Q4 2018Q3 202320
LVZ, Inc. 19190.28%0.62%0.86%Q1 2019Q3 202319
Financial Advocates Investment Management 19190.03%0.27%0.37%Q1 2019Q3 202319
American Portfolios Advisors 19190.00%0.01%0.01%Q1 2018Q3 202219
MORGAN STANLEY 18180.00%0.00%0.00%Q2 2019Q3 202318
WELLS FARGO & COMPANY/MN 18180.00%0.00%0.00%Q2 2019Q3 202318
CWM, LLC 1080.00%0.01%0.03%Q1 2019Q3 202318
AlphaStar Capital Management, LLC 18180.14%0.19%0.26%Q2 2019Q3 202318
Sigma Planning Corp 17170.02%0.03%0.04%Q2 2019Q2 202317
Faithward Advisors, LLC 17170.08%1.90%5.71%Q3 2019Q3 202317
Atria Investments, Inc 1340.02%0.05%0.09%Q2 2019Q3 202317
Well Done, LLC 17170.07%0.12%0.18%Q3 2019Q3 202317
First Heartland Consultants, Inc. 1110.01%0.06%0.11%Q3 2018Q4 202216
Values First Advisors, Inc. 16160.06%0.82%1.57%Q4 2019Q3 202316
Strategic Blueprint, LLC 16160.04%0.15%0.50%Q4 2019Q3 202316
OneAscent Financial Services LLC 710.54%1.27%3.05%Q2 2019Q3 202315
Sowell Financial Services LLC 420.00%0.08%0.25%Q3 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.02%0.03%Q1 2020Q3 202315
Ameritas Investment Partners, Inc. 15150.00%0.00%0.00%Q1 2020Q3 202315
GOLDMAN SACHS GROUP INC 1140.00%0.00%0.00%Q4 2019Q3 202315
Raymond James Financial Services Advisors, Inc. 14140.00%0.00%0.00%Q2 2020Q3 202314
Delta Investment Management, LLC 14140.09%0.16%0.25%Q2 2020Q3 202314
AVANTAX ADVISORY SERVICES, INC. 14140.01%0.01%0.02%Q2 2020Q3 202314
Keel Point, LLC 14140.06%0.25%0.39%Q2 2020Q3 202314
Geneos Wealth Management Inc. 12120.00%0.02%0.06%Q4 2020Q3 202312
Firestone Capital Management 12120.05%0.09%0.12%Q4 2019Q3 202212
Paradiem, LLC 12120.10%1.62%3.21%Q4 2020Q3 202312
Inspire Advisors, LLC 12125.00%6.20%7.38%Q4 2020Q3 202312
Asset Dedication, LLC 1020.00%0.00%0.00%Q3 2020Q3 202312
Grandview Asset Management LLC 1110.14%0.21%0.47%Q3 2019Q3 202312
UBS Group AG 510.00%0.00%0.00%Q4 2017Q2 202312
Kestra Advisory Services, LLC 12120.00%0.02%0.05%Q3 2020Q2 202312
Wealthcare Advisory Partners LLC 11110.02%0.06%0.11%Q1 2021Q3 202311
Simplicity Solutions, LLC 830.01%0.02%0.02%Q1 2018Q4 202011
Cetera Advisor Networks LLC 1010.00%0.01%0.01%Q2 2020Q3 202311
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
Cetera Investment Advisers 11110.00%0.01%0.01%Q1 2021Q3 202311
SUSQUEHANNA INTERNATIONAL GROUP, LLP 740.00%0.00%0.00%Q2 2020Q3 202311
BUCKINGHAM STRATEGIC WEALTH, LLC 11110.05%0.08%0.09%Q1 2021Q3 202311
Strategic Equity Management 740.11%0.65%1.19%Q4 2020Q3 202311
Harvest Investment Services, LLC 920.15%0.25%0.36%Q2 2020Q3 202311
ROYAL BANK OF CANADA 11110.00%0.00%0.00%Q1 2021Q3 202311
COMMONWEALTH EQUITY SERVICES, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
BlackRock Inc. 11110.00%0.00%0.00%Q2 2020Q4 202211
BENJAMIN F. EDWARDS & COMPANY, INC. 11110.00%0.00%0.00%Q1 2021Q3 202311
PAX Financial Group, LLC 11110.07%0.94%1.64%Q1 2021Q3 202311
Belpointe Asset Management LLC 640.02%0.07%0.24%Q1 2021Q3 202310
Citadel Advisors 310.00%0.00%0.00%Q2 2018Q3 202310
GPS Wealth Strategies Group, LLC 730.02%0.02%0.03%Q1 2021Q3 202310
JANE STREET GROUP, LLC 610.00%0.00%0.00%Q4 2017Q3 20229
NEXT Financial Group, Inc 630.00%0.03%0.08%Q3 2019Q4 20219
Cornerstone Management, Inc. 990.08%0.10%0.11%Q3 2021Q3 20239
North Star Investment Management Corp. 990.00%0.00%0.00%Q3 2021Q3 20239
TRUST CO OF VERMONT 610.00%0.00%0.00%Q1 2020Q3 20229
HARBOUR INVESTMENTS, INC. 630.00%0.01%0.04%Q1 2021Q3 20239
Financial Partners Group, Inc 440.04%0.05%0.06%Q3 2021Q3 20238
StoneX Group Inc. 530.06%0.19%0.38%Q4 2020Q3 20238
BANK OF AMERICA CORP /DE/ 880.00%0.00%0.00%Q1 2019Q4 20208
Frontier Asset Management, LLC 880.61%1.16%2.11%Q4 2021Q3 20238
SIGNATUREFD, LLC 880.00%0.00%0.00%Q2 2020Q1 20228
Vantage Financial Partners, LLC 880.10%0.14%0.17%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.20%0.32%0.46%Q4 2021Q3 20238
LADENBURG THALMANN FINANCIAL SERVICES INC. 880.00%0.00%0.01%Q1 2018Q4 20198
CAPTRUST FINANCIAL ADVISORS 770.00%0.00%0.00%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.02%0.02%0.02%Q1 2022Q3 20237
SFMG, LLC 770.02%0.03%0.03%Q3 2020Q1 20227
Charter Oak Capital Management, LLC 770.01%0.01%0.02%Q4 2020Q2 20227
SILVER OAK SECURITIES, INCORPORATED 770.04%0.10%0.32%Q1 2022Q3 20237
LifeGuide Financial Advisors, LLC 770.18%0.29%0.46%Q1 2022Q3 20237
Range Financial Group LLC 660.15%0.49%0.69%Q1 2022Q2 20236
Allworth Financial LP 660.00%0.00%0.00%Q2 2022Q3 20236
Stonebridge Financial Planning Group, LLC 660.04%0.04%0.04%Q4 2019Q1 20216
Advisor Group, Inc. 660.00%0.00%0.00%Q3 2018Q4 20196
Rockefeller Capital Management L.P. 660.00%0.00%0.00%Q3 2021Q4 20226
Merit Financial Group, LLC 550.01%0.02%0.04%Q4 2021Q4 20225
IFP Advisors, Inc 410.00%0.00%0.00%Q2 2021Q4 20225
McElhenny Sheffield Capital Management, LLC 210.07%0.13%0.18%Q3 2021Q3 20235
Blueprint Investment Partners LLC 550.04%0.12%0.27%Q3 2022Q3 20235
HHM Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
FMR LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Whitaker-Myers Wealth Managers, LTD. 440.40%0.48%0.58%Q4 2022Q3 20234
Winch Advisory Services, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Private Advisor Group, LLC 310.00%0.00%0.00%Q2 2020Q3 20234
THRIVENT FINANCIAL FOR LUTHERANS 440.00%0.00%0.00%Q1 2021Q4 20214
Versant Capital Management, Inc 330.00%0.00%0.00%Q1 2023Q3 20233
Sound Financial Strategies Group, LLC 330.10%0.59%0.87%Q2 2021Q4 20213
PRINCIPAL FINANCIAL GROUP INC 330.00%0.00%0.00%Q1 2021Q3 20213
MFA WEALTH ADVISORS, LLC 330.22%0.23%0.24%Q3 2021Q1 20223
Cetera Advisors LLC 330.01%0.01%0.01%Q4 2020Q2 20213
Global Retirement Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
FNY Investment Advisers, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Cyndeo Wealth Partners, LLC 330.02%0.02%0.03%Q1 2023Q3 20233
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 330.00%0.00%0.00%Q1 2023Q3 20233
Strategic Financial Concepts, LLC 330.24%0.37%0.46%Q1 2023Q3 20233
VICUS CAPITAL 330.06%0.08%0.09%Q1 2023Q3 20233
MARINER INDEPENDENT ADVISOR NETWORK, LLC 330.03%0.04%0.04%Q4 2018Q2 20193
Gateway Wealth Partners, LLC 330.06%0.10%0.16%Q1 2023Q3 20233
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
SevenOneSeven Capital Management 210.13%0.19%0.29%Q4 2020Q2 20223
Bullseye Investment Management, LLC 330.21%0.26%0.35%Q4 2021Q2 20223
Sound Stewardship, LLC 330.23%0.31%0.39%Q1 2023Q3 20233
LexAurum Advisors, LLC 220.06%0.09%0.11%Q2 2021Q3 20212
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.16%0.16%0.17%Q4 2021Q3 20222
Gradient Investments LLC 220.00%0.00%0.00%Q2 2023Q3 20232
AIFG Consultants Ltd. 220.33%0.34%0.35%Q4 2022Q1 20232
Revisor Wealth Management LLC 220.25%0.92%1.58%Q2 2023Q3 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
OneAscent Wealth Management LLC 220.98%1.00%1.02%Q4 2020Q1 20212
Institute for Wealth Management, LLC. 110.35%0.53%0.71%Q3 2018Q1 20192
Fiduciary Alliance LLC 220.35%0.36%0.37%Q2 2023Q3 20232
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
CAPITAL INSIGHT PARTNERS, LLC 220.05%0.05%0.06%Q2 2021Q3 20212
Texas Capital Bank Wealth Management Services Inc 220.02%0.02%0.02%Q4 2021Q1 20222
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.06%0.07%0.08%Q2 2023Q3 20232
WorthPointe, LLC 220.24%0.33%0.42%Q2 2023Q3 20232
STIFEL FINANCIAL CORP 220.00%0.00%0.00%Q2 2023Q3 20232
Kovack Advisors, Inc. 220.06%0.06%0.06%Q2 2018Q3 20182
Strategic Asset Management, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Blue Trust, Inc. 110.00%0.00%0.00%Q2 2022Q3 20232
Stratos Wealth Partners, LTD. 110.00%0.00%0.01%Q1 2018Q3 20182
MCDONALD PARTNERS LLC 110.17%0.17%0.17%Q4 2021Q4 20211
Advisor Resource Council 110.02%0.02%0.02%Q4 2021Q4 20211
Wealth Quarterback LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Curran Financial Partners, LLC 110.11%0.11%0.11%Q3 2021Q3 20211
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.02%0.02%0.02%Q2 2023Q2 20231
CENTAURUS FINANCIAL, INC. 110.15%0.15%0.15%Q3 2023Q3 20231
Waypoint Capital Advisors, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q4 2022Q4 20221
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q1 2022Q1 20221
GeoWealth Management, LLC 110.05%0.05%0.05%Q3 2019Q3 20191
LaSalle St. Investment Advisors, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
GTS SECURITIES LLC 110.01%0.01%0.01%Q2 2023Q2 20231
BCGM Wealth Management, LLC 110.11%0.11%0.11%Q3 2021Q3 20211
TCI Wealth Advisors, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
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.