NORTHERN LTS FD TR IV shareholder history

Current and past NORTHERN LTS FD TR IV shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CREATIVE FINANCIAL DESIGNS INC /ADV 30300.01%1.17%1.85%Q1 2017Q2 202430
Inspire Investing, LLC 27270.17%4.52%15.94%Q4 2017Q2 202427
Keel Point, LLC 27270.14%0.48%0.96%Q4 2017Q2 202427
AlphaStar Capital Management, LLC 27270.30%0.45%0.71%Q4 2017Q2 202427
LPL Financial LLC 26260.00%0.00%0.00%Q1 2018Q2 202426
Cambridge Investment Research Advisors, Inc. 26260.00%0.01%0.01%Q1 2018Q2 202426
COMMONWEALTH EQUITY SERVICES, LLC 1970.00%0.00%0.00%Q4 2017Q2 202426
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.00%Q3 2018Q2 202424
Geneos Wealth Management Inc. 24240.00%0.00%0.00%Q3 2018Q2 202424
ENVESTNET ASSET MANAGEMENT INC 1750.00%0.00%0.01%Q4 2018Q2 202422
JANE STREET GROUP, LLC 710.00%0.00%0.01%Q2 2017Q4 202321
UBS Group AG 1810.00%0.00%0.00%Q2 2017Q2 202421
CWM, LLC 11100.00%0.01%0.02%Q1 2019Q2 202421
Atria Investments, Inc 21210.04%0.06%0.08%Q2 2019Q2 202421
WELLS FARGO & COMPANY/MN 1190.00%0.00%0.00%Q2 2019Q2 202420
AE Wealth Management LLC 820.00%0.01%0.02%Q2 2018Q4 202320
HOWE & RUSLING INC 1460.02%0.02%0.03%Q2 2019Q2 202420
Financial Advocates Investment Management 20200.05%0.13%0.17%Q3 2019Q2 202420
Strategic Blueprint, LLC 19190.05%0.13%0.53%Q4 2019Q2 202419
IFP Advisors, Inc 840.00%0.00%0.01%Q2 2017Q4 202219
OSAIC HOLDINGS, INC. 18180.00%0.00%0.01%Q1 2020Q2 202418
ROYAL BANK OF CANADA 1310.00%0.00%0.00%Q3 2017Q2 202418
OneAscent Financial Services LLC 1010.47%1.62%4.56%Q2 2019Q2 202418
Ameritas Investment Partners, Inc. 18180.00%0.00%0.00%Q1 2020Q2 202418
Faithward Advisors, LLC 18180.00%0.72%7.64%Q3 2019Q4 202318
Paradiem, LLC 15150.10%2.16%7.10%Q4 2020Q2 202415
Inspire Advisors, LLC 15150.38%7.60%10.18%Q4 2020Q2 202415
Legacy Wealth Asset Management, LLC 15151.43%1.55%1.74%Q4 2020Q2 202415
Harvest Investment Services, LLC 950.22%0.41%0.73%Q2 2020Q2 202414
Glen Eagle Advisors, LLC 14140.00%0.00%0.00%Q1 2021Q2 202414
Focus Financial Network, Inc. 410.03%0.10%0.26%Q1 2019Q2 202413
GPS Wealth Strategies Group, LLC 760.00%0.01%0.01%Q1 2021Q2 202413
PAX Financial Group, LLC 13130.10%1.37%2.26%Q1 2021Q1 202413
Belpointe Asset Management LLC 760.03%0.10%0.29%Q1 2021Q2 202413
Raymond James Financial Services Advisors, Inc. 12120.00%0.00%0.00%Q3 2021Q2 202412
Citadel Advisors 610.00%0.00%0.00%Q4 2018Q4 202312
CreativeOne Wealth, LLC 12120.10%0.85%1.34%Q2 2018Q1 202112
M Holdings Securities, Inc. 12120.24%0.52%0.80%Q2 2017Q1 202012
HARBOUR INVESTMENTS, INC. 930.00%0.00%0.00%Q1 2021Q2 202412
EverSource Wealth Advisors, LLC 11110.00%0.02%0.05%Q4 2021Q2 202411
Frontier Asset Management, LLC 11110.44%0.74%1.39%Q4 2021Q2 202411
LADENBURG THALMANN FINANCIAL SERVICES INC. 11110.00%0.00%0.01%Q2 2017Q4 201911
AMARILLO NATIONAL BANK 11110.11%0.12%0.13%Q4 2021Q2 202411
SILVER OAK SECURITIES, INCORPORATED 10100.05%0.07%0.10%Q1 2022Q2 202410
MORGAN STANLEY 10100.00%0.00%0.00%Q1 2022Q2 202410
Advisor Group, Inc. 10100.00%0.00%0.00%Q3 2017Q4 201910
BANK OF AMERICA CORP /DE/ 910.00%0.00%0.00%Q4 2018Q4 202110
NEXT Financial Group, Inc 630.00%0.02%0.04%Q3 2019Q4 20219
Cetera Investment Advisers 990.00%0.00%0.01%Q1 2022Q1 20249
Simplicity Solutions, LLC 810.01%0.01%0.02%Q3 2018Q4 20209
Range Financial Group LLC 990.28%0.62%0.94%Q2 2022Q2 20249
HHM Wealth Advisors, LLC 990.01%0.02%0.03%Q2 2022Q2 20249
Atria Wealth Solutions, Inc. 990.01%0.01%0.01%Q1 2022Q1 20249
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.01%Q3 2017Q2 20249
Sowell Financial Services LLC 610.03%0.12%0.25%Q1 2019Q2 20249
OLD MISSION CAPITAL LLC 610.01%0.03%0.10%Q1 2021Q1 20249
Asset Dedication, LLC 620.00%0.01%0.01%Q3 2020Q3 20228
CAPTRUST FINANCIAL ADVISORS 520.00%0.00%0.00%Q2 2021Q2 20247
HOLLENCREST CAPITAL MANAGEMENT 770.00%0.00%0.00%Q4 2022Q2 20247
Winch Advisory Services, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
NewEdge Advisors, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
Sigma Planning Corp 660.01%0.02%0.02%Q2 2019Q3 20206
Grandview Asset Management LLC 510.11%0.17%0.30%Q1 2021Q2 20236
JPMORGAN CHASE & CO 510.00%0.00%0.00%Q4 2022Q2 20246
VICUS CAPITAL 660.03%0.04%0.04%Q1 2023Q2 20246
MML INVESTORS SERVICES, LLC 660.00%0.00%0.00%Q4 2022Q1 20246
AVANTAX ADVISORY SERVICES, INC. 550.00%0.01%0.01%Q2 2020Q2 20215
OLIVER LAGORE VANVALIN INVESTMENT GROUP 550.00%0.00%0.01%Q2 2023Q2 20245
FMR LLC 310.00%0.00%0.00%Q2 2019Q2 20245
Envestnet Portfolio Solutions, Inc. 440.00%0.00%0.00%Q3 2023Q2 20244
NBC SECURITIES, INC. 440.00%0.00%0.00%Q3 2023Q2 20244
Cetera Advisors LLC 440.00%0.01%0.01%Q4 2020Q3 20214
MARINER INDEPENDENT ADVISOR NETWORK, LLC 440.03%0.04%0.04%Q3 2018Q2 20194
GTS SECURITIES LLC 440.00%0.02%0.09%Q2 2023Q1 20244
AdvisorNet Financial, Inc 440.00%0.00%0.00%Q4 2019Q3 20204
FLOW TRADERS U.S. LLC 210.03%0.07%0.15%Q4 2018Q3 20213
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Versant Capital Management, Inc 330.00%0.00%0.00%Q1 2023Q3 20233
Swisher Financial Concepts, Inc. 330.19%0.20%0.22%Q4 2023Q2 20243
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
Firestone Capital Management 330.02%0.04%0.05%Q4 2019Q2 20203
American Portfolios Advisors 330.00%0.00%0.00%Q1 2022Q3 20223
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Stephens Consulting, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Kovack Advisors, Inc. 220.05%0.06%0.06%Q4 2017Q1 20182
Well Done, LLC 220.07%0.07%0.07%Q3 2023Q4 20232
Commonwealth Equity Services, Inc 220.00%0.00%0.00%Q2 2017Q3 20172
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.10%0.10%0.10%Q4 2021Q3 20222
Virtu KCG Holdings LLC 220.02%0.04%0.07%Q1 2017Q2 20172
Bare Financial Services, Inc 220.00%0.01%0.02%Q1 2024Q2 20242
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q1 2018Q3 20182
Cornerstone Wealth Management, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
OneAscent Wealth Management LLC 221.44%1.50%1.55%Q4 2020Q1 20212
StoneX Group Inc. 220.09%0.13%0.17%Q3 2019Q4 20192
Kestra Advisory Services, LLC 110.00%0.01%0.02%Q3 2020Q4 20212
LVZ, Inc. 220.15%0.16%0.16%Q3 2019Q4 20192
SevenOneSeven Capital Management 220.12%0.19%0.26%Q4 2020Q1 20212
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q2 2024Q2 20241
GeoWealth Management, LLC 110.07%0.07%0.07%Q3 2019Q3 20191
LaSalle St. Investment Advisors, LLC 110.11%0.11%0.11%Q2 2024Q2 20241
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Virtu Financial LLC 110.04%0.04%0.04%Q3 2017Q3 20171
Gradient Investments LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Institute for Wealth Management, LLC. 110.18%0.18%0.18%Q4 2017Q4 20171
PRIVATE TRUST CO NA 110.00%0.00%0.00%Q2 2024Q2 20241
CAHILL FINANCIAL ADVISORS INC 110.02%0.02%0.02%Q3 2021Q3 20211
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q2 2023Q2 20231
McElhenny Sheffield Capital Management, LLC 110.10%0.10%0.10%Q3 2021Q3 20211
MCDONALD PARTNERS LLC 110.10%0.10%0.10%Q4 2021Q4 20211
FOCUS FINANCIAL NETWORK INC /ADV 110.03%0.03%0.03%Q4 2023Q4 20231
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
PRINCIPAL FINANCIAL GROUP INC 110.00%0.00%0.00%Q4 2018Q4 20181
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
55I, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Merit Financial Group, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
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.