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 60 institutions that hold shares in the stock, with a total of 37.4 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
|
Feb 12, 2025 Q4 2024 |
14,845,825
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
7,036,711
shares
|
$0
8.02% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
5,549,387
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 15.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,286,435
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 87.77%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,467,144
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 21.3%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
1,452,902
shares
|
$0
6.68% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
1,194,565
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
337,304
shares
|
$0
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
306,640
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 65.71%
|
|
|
Echo45 Advisors LLC
|
Jan 17, 2025 Q4 2024 |
296,565
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 47.64%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Feb 12, 2025 Q4 2024 |
282,100
shares
|
$0
3.53% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
201,159
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
177,111
shares
|
$0
0.35% of portfolio
|
Q4 2024
Added 273.9%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
175,965
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 70.91%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
151,608
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 11.31%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
143,705
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.71%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
134,799
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
131,168
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 158.62%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
118,446
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
113,192
shares
|
$0
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
105,078
shares
|
$0
1.33% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
99,684
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
91,691
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 84.04%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
62,540
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 42.65%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
58,852
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 11.56%
|