Institutional Ownership Northern Lts Fd Tr Iv Main Buy (BUYW)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Main Buy (BUYW). We have compiled data on the 62 institutions that hold shares in the stock, with a total of 63 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
16,867,615
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
15,577,139
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
7,229,283
shares
|
$0
8.74% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
6,995,222
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 63.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
6,386,872
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,158,432
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 26.0%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
1,453,255
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
1,246,072
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
876,073
shares
|
$0
0.04% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Aug 14, 2025 Q2 2025 |
514,136
shares
|
$0
5.52% of portfolio
|
Q2 2025
Added 24.58%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
380,216
shares
|
$0
1.15% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
318,485
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
315,552
shares
|
$0
0.82% of portfolio
|
Q2 2025
Added 86.43%
|
|
|
Echo45 Advisors LLC
|
Aug 12, 2025 Q2 2025 |
295,373
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
267,995
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 15.66%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
192,942
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
182,831
shares
|
$0
0.83% of portfolio
|
Q2 2025
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
181,453
shares
|
$0
1.89% of portfolio
|
Q2 2025
Added 21.89%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
169,628
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
148,668
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
141,533
shares
|
$0
1.77% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
109,516
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 165.42%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
102,447
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 32.3%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
100,568
shares
|
$0
0.08% of portfolio
|
Q2 2025
Reduced 58.41%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
78,638
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 28.84%
|