FCHI8,141.92-0.19%
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DJI49,167.79-0.13%
XLE56.71-0.10%
STOXX50E5,860.32-0.39%
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FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp29.3°C
UV7.2
Feels33.3°C
Humidity62%
Wind11.9 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time3:30 PM
CUSIP 66538H179

NORTHERN LTS FD TR IV

105 institutions · $1.10B total · 82,607,867 shares · NTRSO

#ManagerSharesValue% of TotalPeriod
1Orion Porfolio Solutions, LLC21,709,890$310.9M26.28%2025-12-31
2Orion Portfolio Solutions, LLC15,577,139$213.9M18.85%2025-03-31
3LPL Financial LLC14,725,588$210.9M17.82%2025-12-31
4OSAIC HOLDINGS, INC.7,510,747$107.6M9.09%2025-12-31
5NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO500,318$65.6M0.60%2025-12-31
6ENVESTNET ASSET MANAGEMENT INC2,538,709$36.4M3.07%2025-12-31
7Encompass More Asset Management2,418,219$34.6M2.92%2025-12-31
8Virtue Capital Management, LLC1,240,039$17.7M1.50%2025-12-31
9San Luis Wealth Advisors LLC789,794$11.3M0.95%2025-12-31
10POTOMAC FUND MANAGEMENT INC /ADV703,090$10.1M0.85%2025-12-31
11Axiom Advisory, LLC734,245$10.0M0.88%2024-06-30
12Madrona Financial Services, LLC328,498$4.7M0.39%2025-12-31
13Echo45 Advisors LLC310,407$4.4M0.37%2025-12-31
14Cetera Investment Advisers245,723$3.5M0.29%2025-12-31
15WealthPLAN Partners, LLC250,298$3.5M0.30%2025-06-30
16GWN SECURITIES INC.243,877$3.5M0.29%2025-12-31
17World Investment Advisors241,349$3.5M0.29%2025-12-31
18Foundations Investment Advisors, LLC241,115$3.5M0.29%2025-12-31
19Tactive Advisors, LLC203,290$2.9M0.24%2025-12-31
20Copley Financial Group, Inc.185,506$2.7M0.22%2025-12-31
21Global Retirement Partners, LLC167,572$2.4M0.20%2025-12-31
22AVANTAX ADVISORY SERVICES, INC.169,628$2.4M0.20%2025-06-30
23INTEGRITY ALLIANCE, LLC.154,385$2.2M0.18%2025-12-31
24Atria Investments, Inc150,186$2.1M0.18%2025-09-30
25Pine Valley Investments Ltd Liability Co148,883$2.1M0.18%2025-12-31
26Defined Financial Planning LLC147,399$2.1M0.17%2025-09-30
27Dynamic Advisor Solutions LLC130,234$1.9M0.15%2025-12-31
28SILVER OAK SECURITIES, INCORPORATED116,078$1.7M0.14%2025-12-31
29Ashton Thomas Private Wealth, LLC102,369$1.5M0.12%2025-12-31
30CreativeOne Wealth, LLC94,360$1.4M0.11%2025-12-31
31GeoWealth Management, LLC85,745$1.2M0.10%2025-12-31
32CFS Investment Advisory Services, LLC80,210$1.1M0.09%2025-12-31
33Sonoma Allocations LLC76,886$1.1M0.09%2025-12-31
34Astoria Portfolio Advisors LLC.72,944$1.0M0.08%2025-12-31
35PFG Advisors71,731$1.0M0.08%2025-12-31
36Ausdal Financial Partners, Inc.67,480$966.3K0.08%2025-12-31
37Silver Grove Financial Group, Inc.67,053$960.2K0.08%2025-12-31
38Cooper Financial Group62,171$853.6K0.07%2025-03-31
39United Advisor Group, LLC59,480$851.8K0.07%2025-12-31
40Mutual Advisors, LLC51,668$739.9K0.06%2025-12-31
41First Horizon Advisors, Inc.51,555$723.8K0.06%2025-06-30
42TOWNSQUARE CAPITAL LLC46,066$632.5K0.05%2025-03-31
43COLDSTREAM CAPITAL MANAGEMENT INC44,032$630.5K0.05%2025-12-31
44Atlas Financial Advisors, Inc.40,895$570.1K0.04%2024-09-30
45Envestnet Portfolio Solutions, Inc.36,692$525.4K0.04%2025-12-31
46SUSQUEHANNA INTERNATIONAL GROUP, LLP38,222$524.8K0.04%2025-03-31
47JANE STREET GROUP, LLC36,201$508.3K0.04%2025-06-30
48OLD MISSION CAPITAL LLC33,886$485.2K0.04%2025-12-31
49KINGSWOOD WEALTH ADVISORS, LLC30,692$439.5K0.03%2025-12-31
50Gibbs Wealth Management27,887$399.3K0.03%2025-12-31
51MONEY CONCEPTS CAPITAL CORP24,293$347.9K0.02%2025-12-31
52Koshinski Asset Management, Inc.24,134$345.6K0.02%2025-12-31
53Kestra Advisory Services, LLC21,143$302.8K0.02%2025-12-31
54Sigma Planning Corp20,972$300.3K0.02%2025-12-31
55Balefire, LLC17,966$257.3K0.02%2025-12-31
56Integrity Advisory Solutions, LLC15,104$216.3K0.01%2025-12-31
57GOLDMAN SACHS GROUP INC14,581$207.2K0.01%2025-09-30
58Atria Wealth Solutions, Inc.14,667$205.9K0.01%2025-06-30
59PARTNERS WEALTH MANAGEMENT, LLC13,827$198.0K0.01%2025-12-31
60COLUMBIA ADVISORY PARTNERS LLC13,683$195.9K0.01%2025-12-31
61RAYMOND JAMES FINANCIAL INC13,547$194.0K0.01%2025-12-31
62Oak Harvest Investment Services13,383$191.6K0.01%2025-12-31
63WORLD EQUITY GROUP, INC.13,634$190.1K0.01%2024-12-31
64FLORIDA FINANCIAL ADVISORS, LLC11,256$161.2K0.01%2025-12-31
65Mach-1 Financial Group, LLC10,702$152.1K0.01%2025-09-30
66BANK OF AMERICA CORP /DE/10,316$147.7K0.01%2025-12-31
67GK Wealth Management LLC10,500$146.4K0.01%2025-03-31
68TCP Asset Management, LLC10,076$138.3K0.01%2025-03-31
69AE Wealth Management LLC9,592$137.4K0.01%2025-12-31
70Main Management LLC8,036,358$115.1K9.72%2025-12-31
71Synergy Investment Management, LLC7,837$109.2K0.00%2025-03-31
72HARBOUR INVESTMENTS, INC.5,719$81.9K0.00%2025-12-31
73WHITTIER TRUST CO OF NEVADA INC4,000$56.2K0.00%2025-06-30
74Tripletail Wealth Management, LLC3,253$46.2K0.00%2025-09-30
75GPS Wealth Strategies Group, LLC3,107$44.2K0.00%2025-09-30
76CIBC Private Wealth Group LLC1,685$21.4K0.00%2025-03-31
77CoreCap Advisors, LLC1,274$18.2K0.00%2025-12-31
78UBS Group AG1,244$17.8K0.00%2025-12-31
79Advisory Services Network, LLC1,195$17.0K0.00%2025-09-30
80Farther Finance Advisors, LLC1,038$14.9K0.00%2025-12-31
81Peterson Financial Group, Inc.1,020$14.2K0.00%2024-09-30
82JPMORGAN CHASE & CO989$13.6K0.00%2025-03-31
83CWM, LLC939,710$13.5K1.13%2025-12-31
84Royal Bank of Canada961$13.0K0.00%2024-09-30
85EverSource Wealth Advisors, LLC445$6.4K0.00%2025-12-31
86Allworth Financial LP195$2.8K0.00%2025-12-31
87Painted Porch Advisors LLC203$2.8K0.00%2025-06-30
88FSC Wealth Advisors, LLC167$2.3K0.00%2024-12-31
89Cambridge Investment Research Advisors, Inc.152,565$2.2K0.18%2025-12-31
90IFP Advisors, Inc145$2.1K0.00%2025-12-31
91SIGNATUREFD, LLC130$1.8K0.00%2024-09-30
92MORGAN STANLEY116$1.6K0.00%2025-09-30
93Root Financial Partners, LLC115$1.6K0.00%2025-12-31
94PRINCIPAL SECURITIES, INC.106$1.5K0.00%2025-09-30
95Fortis Group Advisors, LLC74$1.1K0.00%2025-12-31
96Continuum Advisory, LLC74$1.0K0.00%2025-03-31
97Coppell Advisory Solutions LLC65$9040.00%2024-12-31
98NBC SECURITIES, INC.55$7870.00%2025-12-31
99ASSETMARK, INC44$6300.00%2025-12-31
100Avior Wealth Management, LLC27$3760.00%2024-12-31
101Crewe Advisors LLC24$3350.00%2024-12-31
102TOTH FINANCIAL ADVISORY CORP14$1960.00%2024-12-31
103WELLS FARGO & COMPANY/MN2$260.00%2025-12-31
104IFC & Insurance Marketing, Inc.104$10.00%2025-12-31
105CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30