# NORTHERN LTS FD TR IV (LCG)

> Institutional ownership reported to the SEC as of Q3 2025, from Form 13F filings. Source: https://holderbook.com/stocks/LCG/

- Reporting holders: 13
- Reported value: $18.3M
- 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 |
|---|---|---|---|---|
| [Arax Advisory Partners](https://holderbook.com/funds/1586767-arax-advisory-partners/) | $4.1M | 122,869 | 0.1% | 19 |
| [B.O.S.S. Retirement Advisors, LLC](https://holderbook.com/funds/1964810-b-o-s-s-retirement-advisors-llc/) | $3.9M | 120,079 | 0.9% | 6 |
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $2.5M | 76,200 | 0.0% | 21 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $2.1M | 63,825 | 0.0% | 19 |
| [D.A. DAVIDSON & CO.](https://holderbook.com/funds/1080107-d-a-davidson-co/) | $2.1M | 62,665 | 0.0% | 11 |
| [TRUIST FINANCIAL CORP](https://holderbook.com/funds/92230-truist-financial-corp/) | $1.6M | 49,403 | 0.0% | 21 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $701.4K | 21,349 | 0.0% | 1 |
| [Sterling Capital Management LLC](https://holderbook.com/funds/1329883-sterling-capital-management-llc/) | $333.9K | 10,162 | 0.0% | 5 |
| [United Advisor Group, LLC](https://holderbook.com/funds/2004873-united-advisor-group-llc/) | $267.8K | 8,150 | 0.0% | 1 |
| [DAVENPORT & Co LLC](https://holderbook.com/funds/887777-davenport-co-llc/) | $235.3K | 7,163 | 0.0% | 11 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $215.2K | 6,550 | 0.0% | 2 |
| [Rockefeller Capital Management L.P.](https://holderbook.com/funds/1739439-rockefeller-capital-management-l-p/) | $159.9K | 4,868 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $32.6K | 992 | 0.0% | 14 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2025 | 13 | $18.3M |
| Q2 2025 | 12 | $17.4M |
| Q1 2025 | 11 | $16.7M |
| Q4 2024 | 11 | $19.6M |
| Q3 2024 | 13 | $18.4M |
| Q2 2024 | 10 | $20.0M |
| Q1 2024 | 9 | $19.7M |
| Q4 2023 | 10 | $66.0M |
| Q3 2023 | 11 | $53.6M |
| Q2 2023 | 10 | $58.5M |
| Q1 2023 | 11 | $52.6M |
| Q4 2022 | 11 | $47.7M |