# NORTHERN LTS FD TR IV (PTL)

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

- Reporting holders: 8
- Reported value: $58.4M
- 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 |
|---|---|---|---|---|
| [Plan A Wealth LLC](https://holderbook.com/funds/2093645-plan-a-wealth-llc/) | $45.6M | 167,462 | 16.3% | 7 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $8.0M | 29,527 | 1.8% | 6 |
| [Pioneer Wealth Management Group](https://holderbook.com/funds/1973339-pioneer-wealth-management-group/) | $1.6M | 5,784 | 0.4% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.0M | 3,714 | 0.0% | 3 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $788.9K | 2,899 | 0.1% | 7 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $704.8K | 2,590 | 0.1% | 7 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $437.0K | 1,606 | 0.0% | 1 |
| [MRA Advisory Group](https://holderbook.com/funds/1841816-mra-advisory-group/) | $286.1K | 1,051 | 0.1% | 5 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $271 | 994 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 8 | $58.4M |
| Q2 2026 | 121 | $666.1M |
| Q1 2026 | 104 | $504.7M |
| Q4 2025 | 91 | $384.6M |
| Q3 2025 | 84 | $380.5M |
| Q2 2025 | 71 | $294.5M |
| Q1 2025 | 52 | $221.9M |
| Q4 2024 | 44 | $199.2M |
| Q3 2024 | 29 | $111.0M |
| Q2 2024 | 21 | $119.7M |
| Q1 2024 | 4 | $4.7M |