# NORTHERN LTS FD TR IV (BIBL)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BIBL/

- Reporting holders: 5
- Reported value: $2.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $757.1K | 14,005 | 0.1% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $640.6K | 11,849 | 0.0% | 11 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $419.2K | 7,755 | 0.0% | 1 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $339.1K | 6,273 | 0.0% | 10 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $167.4K | 3,097 | 0.0% | 11 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $50 | 925 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $2.3M |
| Q2 2026 | 143 | $301.9M |
| Q1 2026 | 126 | $229.4M |
| Q4 2025 | 118 | $228.0M |
| Q3 2025 | 116 | $207.3M |
| Q2 2025 | 114 | $210.6M |
| Q1 2025 | 111 | $198.2M |
| Q4 2024 | 119 | $225.1M |
| Q3 2024 | 107 | $194.8M |
| Q2 2024 | 109 | $186.9M |
| Q1 2024 | 102 | $238.1M |
| Q4 2023 | 99 | $205.6M |