HolderBook

NORTHERN LTS FD TR IV (RISN)

Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.

21
Reporting holders
$70.6M
Reported value
0.0%
Held as options
+0
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Inspire Advisors, LLC$62.2M2,025,7114.33%23q-15.0%-$11.0M
Avior Wealth Management, LLC$3.5M115,0500.09%newNEW
LPL Financial LLC$1.9M61,9460.00%newNEW
Revisor Wealth Management LLC$1.1M34,3160.25%2q+145.0%+$625.8K
GTS SECURITIES LLC$358.8K11,6790.01%2q-16.2%-$69.2K
Inspire Investing, LLC$299.2K9,7410.01%20qHELD
AE Wealth Management LLC$262.7K8,5510.00%7qHELD
Arax Advisory Partners$189.0K6,1540.00%3qHELD
Westside Investment Management, Inc.$133.3K4,3400.02%8qHELD
Global Retirement Partners, LLC$120.6K3,9270.00%4qHELD
Steward Partners Investment Advisory, LLC$104.7K3,4080.00%newNEW
AdvisorNet Financial, Inc$101.2K3,2950.00%2q+20.0%+$16.9K
HARBOUR INVESTMENTS, INC.$94.2K3,0660.00%17qHELD
OSAIC HOLDINGS, INC.$65.9K2,1460.00%20qHELD
Continuum Advisory, LLC$44.9K1,4620.00%newNEW
CREATIVE FINANCIAL DESIGNS INC /ADV$37.1K1,2080.00%23qHELD
EverSource Wealth Advisors, LLC$25.3K8230.00%4qHELD
Bare Financial Services, Inc$19.6K6380.00%9qHELD
Institute for Wealth Management, LLC.$7.8K2530.00%newNEW
Allworth Financial LP$308100.00%3qHELD
MORGAN STANLEY$14740.00%7q+100.0%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202621$70.6M2,297,7285320.0%
Q1 202621$73.1M2,549,4637630.0%
Q4 202517$80.7M2,777,7442560.0%
Q3 202517$84.4M2,830,3224440.0%
Q2 202514$76.7M2,792,7981340.0%
Q1 202514$71.5M2,767,2782420.0%
Q4 202412$82.2M3,106,4183610.0%
Q3 202414$83.9M3,102,4815110.0%
Q2 202410$81.0M3,148,4282320.0%
Q1 202413$86.6M3,232,1916140.0%
Q4 202310$82.3M3,302,6831420.0%
Q3 202311$75.9M3,334,7503240.0%
Q2 20239$87.0M3,652,9671320.0%
Q1 202311$88.5M3,905,3442340.0%
Q4 20229$98.1M4,244,8563410.0%
Q3 202210$98.6M4,260,1083330.0%
Q2 202213$105.7M4,400,2624440.0%
Q1 202211$108.3M4,260,9325410.0%
Q4 202110$107.2M3,754,9313410.0%
Q3 20218$97.0M3,349,4035210.0%
Q2 20214$92.2M3,174,5442110.0%
Q1 20212$81.1M3,014,7520200.0%
Q4 20203$72.4M2,820,9072000.0%