# NORTHERN LTS FD TR IV (WWJD)

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

- Reporting holders: 5
- Reported value: $17.4M
- 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 |
|---|---|---|---|---|
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $11.5M | 296,787 | 2.5% | 24 |
| [Plan A Wealth LLC](https://holderbook.com/funds/2093645-plan-a-wealth-llc/) | $3.2M | 82,377 | 1.1% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.5M | 39,854 | 0.0% | 3 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $1.1M | 29,026 | 0.2% | 16 |
| [Go Invest LLC](https://holderbook.com/funds/2139692-go-invest-llc/) | $19.6K | 505 | 0.0% | 4 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $17 | 446 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $17.4M |
| Q2 2026 | 119 | $393.3M |
| Q1 2026 | 107 | $365.8M |
| Q4 2025 | 102 | $330.3M |
| Q3 2025 | 91 | $310.1M |
| Q2 2025 | 91 | $303.8M |
| Q1 2025 | 85 | $247.7M |
| Q4 2024 | 82 | $238.1M |
| Q3 2024 | 73 | $239.7M |
| Q2 2024 | 80 | $221.1M |
| Q1 2024 | 71 | $191.0M |
| Q4 2023 | 71 | $191.2M |