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 59 institutions that hold shares in the stock, with a total of 36.6 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 |
|---|---|---|---|---|---|
|
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 |
May 07, 2025 Q1 2025 |
4,279,661
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 87.18%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,713,041
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 16.76%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
1,447,273
shares
|
$0
5.93% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
1,204,646
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
840,932
shares
|
$0
0.05% of portfolio
|
Q1 2025
Added 454.68%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
May 14, 2025 Q1 2025 |
412,694
shares
|
$0
5.54% of portfolio
|
Q1 2025
Added 46.29%
|
|
|
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%
|
|
|
Echo45 Advisors LLC
|
Apr 15, 2025 Q1 2025 |
295,587
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
241,833
shares
|
$0
0.13% of portfolio
|
Q1 2025
Added 59.68%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
231,700
shares
|
$0
0.45% of portfolio
|
Q1 2025
Added 30.82%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
194,417
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
181,336
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
177,193
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3032.64%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
169,257
shares
|
$0
0.13% of portfolio
|
Q1 2025
Added 600.22%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
165,011
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 14.83%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
157,561
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 20.12%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
152,650
shares
|
$0
1.63% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
145,372
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 58.55%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
137,719
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 16.27%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
131,980
shares
|
$0
1.84% of portfolio
|
Q1 2025
Added 16.6%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
102,447
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 32.3%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
79,642
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 20.11%
|