Northern LTS FD TR IV

CUSIP: 66538H385 | 27 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2025

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Arax Advisory Partners122,869

0.1% of portfolio$4.1M

B.O.S.S. Retirement Advisors, LLC120,079

0.9% of portfolio$3.9M

AE Wealth Management LLC76,200

0.0% of portfolio$2.5M

Envestnet Asset Management Inc63,825

0.0% of portfolio$2.1M

D.A. Davidson & Co.62,665

0.0% of portfolio$2.1M

Truist Financial Corp49,403

0.0% of portfolio$1.6M

Susquehanna International Group, LLP21,349

0.0% of portfolio$701.4K

Sterling Capital Management LLC10,162

0.0% of portfolio$333.9K

United Advisor Group, LLC8,150

0.0% of portfolio$267.8K

Davenport & Co LLC7,163

0.0% of portfolio$235.3K

LPL Financial LLC6,550

0.0% of portfolio$215.2K

Rockefeller Capital Management L.P.4,868

0.0% of portfolio$159.9K

UBS Group AG992

0.0% of portfolio$32.6K

				Style	Turnover	Location	Filed
Arax Advisory Partners	122,869	$4.1M	0.1%	Core	High	New York, NY	2025-11-14
B.O.S.S. Retirement Advisors, LLC	120,079	$3.9M	0.9%	ETF	Medium	Lehi, UT	2025-11-05
AE Wealth Management LLC	76,200	$2.5M	0.0%	Core	Medium	Topeka, KS	2025-11-03
Envestnet Asset Management Inc	63,825	$2.1M	0.0%	ETF	Low	Berwyn, PA	2025-11-05
D.A. Davidson & Co.	62,665	$2.1M	0.0%	Core	Low	Great Falls, MT	2025-10-22
Truist Financial Corp	49,403	$1.6M	0.0%	Core	Low	Charlotte, NC	2025-11-03
Susquehanna International Group, LLP	21,349	$701.4K	0.0%	Growth	High	Bala Cynwyd, PA	2025-11-14
Sterling Capital Management LLC	10,162	$333.9K	0.0%	GARP	Medium	Charlotte, NC	2025-11-12
United Advisor Group, LLC	8,150	$267.8K	0.0%	ETF	Low	Cincinnati, OH	2025-11-12
Davenport & Co LLC	7,163	$235.3K	0.0%	Core	Medium	Richmond, VA	2025-10-15
LPL Financial LLC	6,550	$215.2K	0.0%	Index	Very Low	Fort Mill, SC	2025-11-12
Rockefeller Capital Management L.P.	4,868	$159.9K	0.0%	Core	Low	New York, NY	2025-11-14
UBS Group AG	992	$32.6K	0.0%	Core	Medium	Zurich, Switzerland	2025-11-13