NORTHERN LTS FD TR IV (SJIM)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
1
Reporting holders
$620.2K
Reported value
0.0%
Held as options
-2
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RMG Wealth Management LLC | $620.2K | 26,231 | 0.06% | new | NEW |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1 | $620.2K | 26,231 | 1 | 0 | 0 | 0.0% |
| Q4 2023 | 3 | $540.4K | 24,996 | 1 | 1 | 0 | 0.0% |
| Q3 2023 | 3 | $5.0K | 204 | 2 | 0 | 0 | 0.0% |
| Q2 2023 | 2 | $4.8K | 215 | 0 | 0 | 0 | 0.0% |
| Q1 2023 | 3 | $34.8K | 1,388 | 3 | 0 | 0 | 0.0% |