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 57 institutions that hold shares in the stock, with a total of 37.8 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 |
|---|---|---|---|---|---|
| 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 |
Feb 26, 2025 Q4 2024 |
1,210,642
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
393,563
shares
|
$0
1.22% of portfolio
|
Q1 2025
Added 16.68%
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
318,197
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Echo45 Advisors LLC
|
Apr 15, 2025 Q1 2025 |
295,587
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Feb 12, 2025 Q4 2024 |
282,100
shares
|
$0
3.53% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 21, 2025 Q1 2025 |
225,970
shares
|
$0
0.0% of portfolio
|
Q1 2025
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%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
157,561
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 20.12%
|
|
|
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
|
|
|
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%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
118,446
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
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%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
77,437
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 167.18%
|