# NORTHERN LTS FD TR IV (RISN)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/RISN/

- Reporting holders: 21
- Reported value: $70.6M
- 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 |
|---|---|---|---|---|
| [Inspire Advisors, LLC](https://holderbook.com/funds/1810558-inspire-advisors-llc/) | $62.2M | 2,025,711 | 4.3% | 23 |
| [Avior Wealth Management, LLC](https://holderbook.com/funds/1599868-avior-wealth-management-llc/) | $3.5M | 115,050 | 0.1% | 1 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $1.9M | 61,946 | 0.0% | 1 |
| [Revisor Wealth Management LLC](https://holderbook.com/funds/1887409-revisor-wealth-management-llc/) | $1.1M | 34,316 | 0.3% | 2 |
| [GTS SECURITIES LLC](https://holderbook.com/funds/1452765-gts-securities-llc/) | $358.8K | 11,679 | 0.0% | 2 |
| [Inspire Investing, LLC](https://holderbook.com/funds/1670139-inspire-investing-llc/) | $299.2K | 9,741 | 0.0% | 20 |
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $262.7K | 8,551 | 0.0% | 7 |
| [Arax Advisory Partners](https://holderbook.com/funds/1586767-arax-advisory-partners/) | $189.0K | 6,154 | 0.0% | 3 |
| [Westside Investment Management, Inc.](https://holderbook.com/funds/1538383-westside-investment-management-inc/) | $133.3K | 4,340 | 0.0% | 8 |
| [Global Retirement Partners, LLC](https://holderbook.com/funds/1749744-global-retirement-partners-llc/) | $120.6K | 3,927 | 0.0% | 4 |
| [Steward Partners Investment Advisory, LLC](https://holderbook.com/funds/1723397-steward-partners-investment-advisory-llc/) | $104.7K | 3,408 | 0.0% | 1 |
| [AdvisorNet Financial, Inc](https://holderbook.com/funds/1409362-advisornet-financial-inc/) | $101.2K | 3,295 | 0.0% | 2 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $94.2K | 3,066 | 0.0% | 17 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $65.9K | 2,146 | 0.0% | 20 |
| [Continuum Advisory, LLC](https://holderbook.com/funds/1846532-continuum-advisory-llc/) | $44.9K | 1,462 | 0.0% | 1 |
| [CREATIVE FINANCIAL DESIGNS INC /ADV](https://holderbook.com/funds/819864-creative-financial-designs-inc-adv/) | $37.1K | 1,208 | 0.0% | 23 |
| [EverSource Wealth Advisors, LLC](https://holderbook.com/funds/1710537-eversource-wealth-advisors-llc/) | $25.3K | 823 | 0.0% | 4 |
| [Bare Financial Services, Inc](https://holderbook.com/funds/2009426-bare-financial-services-inc/) | $19.6K | 638 | 0.0% | 9 |
| [Institute for Wealth Management, LLC.](https://holderbook.com/funds/1533954-institute-for-wealth-management-llc/) | $7.8K | 253 | 0.0% | 1 |
| [Allworth Financial LP](https://holderbook.com/funds/1555170-allworth-financial-lp/) | $308 | 10 | 0.0% | 3 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $147 | 4 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 21 | $70.6M |
| Q1 2026 | 21 | $73.1M |
| Q4 2025 | 17 | $80.7M |
| Q3 2025 | 17 | $84.4M |
| Q2 2025 | 14 | $76.7M |
| Q1 2025 | 14 | $71.5M |
| Q4 2024 | 12 | $82.2M |
| Q3 2024 | 14 | $83.9M |
| Q2 2024 | 11 | $81.1M |
| Q1 2024 | 13 | $86.6M |
| Q4 2023 | 11 | $82.6M |
| Q3 2023 | 11 | $75.9M |