NORTHERN LTS FD TR IV shareholder history

Current and past NORTHERN LTS FD TR IV shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
LVZ, Inc. 25250.08%0.27%0.59%Q3 2017Q3 202325
CREATIVE FINANCIAL DESIGNS INC /ADV 24240.01%1.35%4.02%Q4 2017Q3 202324
Keel Point, LLC 24240.05%0.16%0.36%Q4 2017Q3 202324
Inspire Investing, LLC 24242.86%6.68%13.01%Q4 2017Q3 202324
AlphaStar Capital Management, LLC 24240.14%0.20%0.31%Q4 2017Q3 202324
CreativeOne Wealth, LLC 22220.10%0.74%1.11%Q2 2018Q3 202322
JANE STREET GROUP, LLC 1030.00%0.00%0.01%Q3 2017Q3 202322
JAMES INVESTMENT RESEARCH INC 21210.00%0.00%0.01%Q1 2018Q1 202321
LPL Financial LLC 21210.00%0.00%0.01%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
ENVESTNET ASSET MANAGEMENT INC 20200.00%0.00%0.00%Q4 2018Q3 202320
Faithward Advisors, LLC 17174.10%8.10%17.68%Q3 2019Q3 202317
ROYAL BANK OF CANADA 1610.00%0.00%0.00%Q3 2017Q3 202317
Financial Advocates Investment Management 17170.04%0.06%0.12%Q3 2019Q3 202317
WELLS FARGO & COMPANY/MN 17170.00%0.00%0.00%Q3 2019Q3 202317
Values First Advisors, Inc. 16160.01%0.90%1.15%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.01%0.02%Q1 2020Q3 202315
Raymond James Financial Services Advisors, Inc. 15150.00%0.00%0.00%Q1 2020Q3 202315
Ameritas Investment Partners, Inc. 15150.00%0.00%0.00%Q1 2020Q3 202315
AVANTAX ADVISORY SERVICES, INC. 14140.01%0.01%0.02%Q2 2020Q3 202314
AE Wealth Management LLC 1130.00%0.00%0.01%Q2 2019Q4 202214
StoneX Group Inc. 930.05%0.16%0.29%Q4 2019Q3 202312
Legacy Wealth Asset Management, LLC 12121.06%1.31%1.56%Q4 2020Q3 202312
PAX Financial Group, LLC 12120.11%1.63%2.89%Q4 2020Q3 202312
Paradiem, LLC 12120.39%0.58%0.90%Q4 2020Q3 202312
Inspire Advisors, LLC 121211.22%14.45%16.98%Q4 2020Q3 202312
OneAscent Financial Services LLC 610.09%6.76%13.83%Q2 2019Q1 202311
Simplicity Solutions, LLC 320.01%0.02%0.06%Q2 2019Q3 202311
Cambridge Investment Research Advisors, Inc. 650.00%0.00%0.00%Q3 2019Q3 202311
Atria Investments, Inc 1010.34%0.61%1.28%Q3 2018Q3 202211
Citadel Advisors 510.00%0.00%0.00%Q4 2019Q3 202311
Cetera Investment Advisers 10100.00%0.01%0.01%Q2 2021Q3 202310
Harvest Investment Services, LLC 10100.11%0.39%1.99%Q1 2020Q2 202210
LADENBURG THALMANN FINANCIAL SERVICES INC. 10100.00%0.00%0.01%Q3 2017Q4 201910
UBS Group AG 210.00%0.00%0.00%Q4 2017Q2 202310
M Holdings Securities, Inc. 10100.13%0.31%0.45%Q4 2017Q1 202010
COMMONWEALTH EQUITY SERVICES, LLC 730.00%0.00%0.00%Q4 2017Q3 202310
Advisor Group, Inc. 990.00%0.00%0.00%Q4 2017Q4 20199
NEXT Financial Group, Inc 630.00%0.02%0.03%Q3 2019Q4 20219
McElhenny Sheffield Capital Management, LLC 990.10%0.20%0.35%Q3 2021Q3 20239
Range Financial Group LLC 990.15%0.55%0.94%Q3 2021Q3 20239
EverSource Wealth Advisors, LLC 880.00%0.02%0.04%Q4 2021Q3 20238
Asset Dedication, LLC 620.00%0.00%0.00%Q3 2020Q3 20228
Merit Financial Group, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
BANK OF AMERICA CORP /DE/ 770.00%0.00%0.00%Q2 2019Q4 20207
MORGAN STANLEY 770.00%0.00%0.00%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.02%0.02%Q1 2022Q3 20237
BAILARD, INC. 610.01%0.01%0.02%Q4 2020Q3 20227
HARBOUR INVESTMENTS, INC. 430.00%0.00%0.01%Q1 2021Q3 20237
Belpointe Asset Management LLC 430.03%0.08%0.20%Q1 2021Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.07%0.17%0.41%Q1 2022Q3 20237
Allen Capital Group, LLC 330.03%0.05%0.05%Q2 2021Q3 20236
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q3 2019Q1 20235
Astoria Portfolio Advisors LLC. 550.42%0.48%0.60%Q3 2022Q3 20235
STIFEL FINANCIAL CORP 550.00%0.00%0.00%Q1 2021Q1 20225
MML INVESTORS SERVICES, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
CWM, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Sowell Financial Services LLC 210.08%0.11%0.16%Q2 2018Q4 20195
Sigma Planning Corp 440.01%0.01%0.02%Q2 2019Q1 20204
IFP Advisors, Inc 440.00%0.00%0.00%Q1 2022Q4 20224
TrueWealth Advisors, LLC 440.10%0.12%0.13%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Gradient Investments LLC 440.00%0.00%0.00%Q4 2022Q3 20234
LaSalle St. Investment Advisors, LLC 440.10%0.15%0.26%Q4 2022Q3 20234
EDMOND DE ROTHSCHILD HOLDING S.A. 440.00%0.01%0.01%Q4 2019Q3 20204
OLD MISSION CAPITAL LLC 210.01%0.02%0.04%Q2 2021Q2 20234
OneAscent Wealth Management LLC 210.25%5.28%11.55%Q4 2020Q3 20223
Horizon Investments, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
VICUS CAPITAL 330.08%0.11%0.13%Q1 2023Q3 20233
55I, LLC 330.03%0.07%0.10%Q4 2019Q2 20203
SevenOneSeven Capital Management 210.04%0.26%0.41%Q4 2020Q2 20223
Virtu Financial LLC 330.01%0.04%0.07%Q3 2017Q1 20183
LINCOLN NATIONAL CORP 330.01%0.01%0.01%Q2 2022Q4 20223
Koshinski Asset Management, Inc. 330.00%0.01%0.01%Q3 2021Q1 20223
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.00%0.01%0.02%Q2 2023Q3 20232
Strategic Blueprint, LLC 110.01%0.02%0.02%Q2 2021Q3 20232
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
AIFG Consultants Ltd. 220.23%0.23%0.23%Q4 2022Q1 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.05%0.07%0.09%Q4 2021Q3 20222
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Geneos Wealth Management Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
First Heartland Consultants, Inc. 220.03%0.04%0.05%Q3 2022Q4 20222
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q3 2022Q3 20221
Commonwealth Equity Services, Inc 110.00%0.00%0.00%Q3 2017Q3 20171
PRINCIPAL FINANCIAL GROUP INC 110.00%0.00%0.00%Q4 2018Q4 20181
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Concorde Asset Management, LLC 110.12%0.12%0.12%Q1 2021Q1 20211
FORTEM FINANCIAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
LifeGuide Financial Advisors, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Blue Trust, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q2 2023Q2 20231
GeoWealth Management, LLC 110.07%0.07%0.07%Q3 2019Q3 20191
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2019Q3 20191
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
FMR LLC 110.00%0.00%0.00%Q3 2021Q3 20211
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Wealth Quarterback LLC 110.01%0.01%0.01%Q2 2021Q2 20211
MCDONALD PARTNERS LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
WorthPointe, LLC 110.55%0.55%0.55%Q3 2023Q3 20231
Wealthcare Advisory Partners LLC 110.01%0.01%0.01%Q1 2021Q1 20211
FLOW TRADERS U.S. LLC 110.03%0.03%0.03%Q3 2019Q3 20191
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 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.