NORTHERN LTS FD TR IV (WWJD)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
113
Reporting holders
$385.0M
Reported value
0.0%
Held as options
+10
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 |
|---|---|---|---|---|---|
| Inspire Advisors, LLC | $125.1M | 3,282,710 | 8.70% | 23q | +12.7%+$14.1M |
| OneAscent Financial Services LLC | $21.0M | 551,263 | 1.01% | 7q | -5.4%-$1.2M |
| Bare Financial Services, Inc | $20.3M | 533,340 | 4.67% | 11q | +2.0%+$406.2K |
| PAX Financial Group, LLC | $17.3M | 452,976 | 2.57% | 23q | HELD |
| Faithward Advisors, LLC | $16.8M | 441,139 | 2.05% | 27q | -0.7%-$110.7K |
| Inspire Investing, LLC | $16.2M | 424,886 | 0.67% | 27q | +14.4%+$2.0M |
| LPL Financial LLC | $13.8M | 361,204 | 0.00% | 22q | +31.8%+$3.3M |
| Fiduciary Alliance LLC | $13.6M | 357,061 | 0.92% | 13q | +3.0%+$401.3K |
| Legacy Wealth Asset Management, LLC | $11.2M | 292,460 | 2.45% | 23q | +3.9%+$419.1K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $10.4M | 272,496 | 0.49% | 26q | -17.0%-$2.1M |
| Turning Point Benefit Group, Inc. | $8.8M | 232,672 | 3.80% | 7q | -41.3%-$6.2M |
| SILVER OAK SECURITIES, INCORPORATED | $6.7M | 176,048 | 0.41% | 14q | +14.4%+$847.4K |
| Sound Financial Strategies Group, LLC | $6.5M | 170,928 | 4.14% | 9q | +1.1%+$70.7K |
| EverSource Wealth Advisors, LLC | $6.2M | 163,517 | 0.21% | 19q | +1.2%+$76.4K |
| Focus Partners Wealth | $5.0M | 131,891 | 0.01% | 6q | +4.0%+$191.5K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.8M | 126,413 | 0.03% | 7q | +17.8%+$724.5K |
| Simplicity Wealth,LLC | $4.0M | 104,034 | 0.13% | 6q | +664.7%+$3.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.4M | 89,773 | 0.00% | 13q | +6.2%+$199.1K |
| World Investment Advisors | $3.4M | 91,361 | 0.06% | 7q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 89,038 | 0.00% | 11q | +1.8%+$59.4K |
| Frontier Asset Management, LLC | $3.3M | 87,244 | 0.60% | 19q | -3.5%-$122.2K |
| Kestra Advisory Services, LLC | $3.2M | 83,615 | 0.01% | 22q | +3.5%+$106.5K |
| Plan A Wealth LLC | $3.1M | 81,787 | 1.33% | 7q | +1.6%+$50.4K |
| Belpointe Asset Management LLC | $2.9M | 75,467 | 0.09% | 6q | HELD |
| Range Financial Group LLC | $2.7M | 70,029 | 0.73% | 18q | +17.4%+$396.4K |
| AE Wealth Management LLC | $2.6M | 68,964 | 0.01% | 7q | +12.0%+$282.6K |
| Security Financial Services, INC. | $2.6M | 66,957 | 0.35% | 11q | +4.4%+$107.2K |
| OSAIC HOLDINGS, INC. | $2.2M | 58,884 | 0.00% | 25q | +18.7%+$353.8K |
| ENVESTNET ASSET MANAGEMENT INC | $2.2M | 58,863 | 0.00% | 17q | +15.9%+$307.3K |
| SageOak Financial, LLC | $2.2M | 58,611 | 1.45% | 7q | +25.5%+$454.5K |
| WorthPointe, LLC | $2.2M | 57,920 | 0.55% | 3q | -19.2%-$523.8K |
| Strategic Equity Management | $2.1M | 55,489 | 0.71% | 6q | +3.7%+$75.9K |
| Tulsa Wealth Advisors, INC | $2.0M | 52,221 | 0.28% | 2q | +41.2%+$581.2K |
| LifeGuide Financial Advisors, LLC | $2.0M | 52,090 | 0.57% | 13q | -0.5%-$10.7K |
| TRUST POINT INC. | $1.8M | 48,231 | 0.16% | 11q | -10.6%-$216.9K |
| MONEYWISE, INC. | $1.8M | 46,565 | 0.66% | 6q | +6.2%+$103.8K |
| RAYMOND JAMES FINANCIAL INC | $1.5M | 39,153 | 0.00% | 7q | -2.4%-$37.4K |
| Farther Finance Advisors, LLC | $1.5M | 38,078 | 0.01% | 2q | +28.0%+$318.0K |
| Cetera Investment Advisers | $1.4M | 36,504 | 0.00% | 15q | +11.9%+$147.8K |
| GTS SECURITIES LLC | $1.4M | 36,252 | 0.03% | 7q | +6.0%+$78.1K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $1.3M | 32,924 | 0.08% | 8q | +4.2%+$50.4K |
| Whitaker-Myers Wealth Managers, LTD. | $994.3K | 26,077 | 0.17% | 15q | +6.0%+$55.9K |
| Advisory Services Network, LLC | $950.7K | 24,933 | 0.01% | 15q | +1.9%+$17.9K |
| JANE STREET GROUP, LLC | $838.7K | 21,996 | 0.00% | 6q | -73.1%-$2.3M |
| IFP Advisors, Inc | $803.9K | 21,084 | 0.01% | 9q | +0.9%+$7.1K |
| Envestnet Portfolio Solutions, Inc. | $795.0K | 20,851 | 0.00% | 12q | +36.3%+$211.8K |
| Schwallier Wealth Management LLC | $793.2K | 20,803 | 0.50% | 10q | +5.0%+$37.5K |
| Optivise Advisory Services LLC | $755.7K | 19,820 | 0.38% | 9q | -3.6%-$28.3K |
| Keel Point, LLC | $643.6K | 16,880 | 0.04% | 25q | -3.5%-$23.4K |
| Larry Mathis Financial Planning, LLC | $624.4K | 16,376 | 0.24% | 3q | +100.0%+$312.2K |
| Sanctuary Advisors, LLC | $614.2K | 16,109 | 0.00% | 5q | -11.1%-$76.9K |
| BENJAMIN EDWARDS INC | $597.6K | 15,672 | 0.01% | 6q | +2.2%+$12.7K |
| Koss-Olinger Consulting, LLC | $550.8K | 14,446 | 0.04% | 9q | HELD |
| OneAscent Wealth Management LLC | $541.2K | 14,194 | 0.16% | 4q | -21.3%-$146.2K |
| Harvest Investment Services, LLC | $533.1K | 13,981 | 0.08% | 13q | +35.8%+$140.6K |
| Sterling Investment Advisors, Ltd. | $499.5K | 13,100 | 0.08% | 6q | -16.0%-$95.3K |
| Mission Financial Group, LLC | $496.8K | 13,029 | 0.41% | 3q | -0.8%-$3.8K |
| Discipline Wealth Solutions, LLC | $488.6K | 12,815 | 0.04% | new | NEW |
| Pinnacle Financial Partners, Inc. | $460.6K | 12,081 | 0.00% | 2q | +114.1%+$245.5K |
| Hilltop Holdings Inc. | $452.0K | 11,854 | 0.04% | 3q | +109.3%+$236.1K |
| AQR CAPITAL MANAGEMENT LLC | $437.3K | 11,468 | 0.00% | 6q | +19.4%+$71.1K |
| Corient Private Wealth LP | $410.4K | 10,762 | 0.00% | new | NEW |
| Gambit Capital Management, LLC | $399.3K | 10,472 | 0.23% | new | NEW |
| Bedel Financial Consulting, Inc. | $362.9K | 9,517 | 0.03% | 6q | +13.9%+$44.4K |
| MML INVESTORS SERVICES, LLC | $360.1K | 9,444 | 0.00% | 4q | +23.9%+$69.4K |
| Independent Advisor Alliance | $354.6K | 9,301 | 0.01% | 2q | -18.9%-$82.6K |
| HUB Investment Partners, LLC | $343.2K | 9,000 | 0.01% | 11q | HELD |
| LaSalle St. Investment Advisors, LLC | $321.6K | 8,434 | 0.04% | 9q | +4.6%+$14.3K |
| Cornerstone Wealth Management, LLC | $319.2K | 8,372 | 0.01% | 3q | +47.0%+$102.1K |
| HFG Wealth Management, LLC | $301.4K | 7,905 | 0.30% | 6q | -2.2%-$6.7K |
| LITTLEJOHN FINANCIAL SERVICES, INC. | $301.2K | 7,899 | 0.22% | new | NEW |
| SAGESPRING WEALTH PARTNERS, LLC | $295.0K | 7,738 | 0.00% | 5q | HELD |
| Gateway Wealth Partners, LLC | $274.5K | 7,199 | 0.02% | 4q | -35.5%-$151.3K |
| Delta Investment Management, LLC | $273.9K | 7,183 | 0.05% | new | NEW |
| Strategic Blueprint, LLC | $261.1K | 6,848 | 0.01% | 18q | -37.2%-$154.6K |
| Van Diest Capital, LLC | $259.5K | 6,807 | 0.23% | 2q | +26.6%+$54.5K |
| GEM Asset Management, LLC | $232.2K | 6,091 | 0.09% | 2q | HELD |
| COURIER CAPITAL LLC | $229.0K | 6,007 | 0.01% | 3q | HELD |
| PRINCIPAL SECURITIES, INC. | $228.6K | 5,995 | 0.00% | new | NEW |
| Allen Capital Group, LLC | $219.2K | 5,748 | 0.02% | 2q | +7.3%+$14.8K |
| Clear Creek Financial Management, LLC | $212.2K | 5,488 | 0.01% | 3q | HELD |
| GWN SECURITIES INC. | $209.7K | 5,500 | 0.04% | 2q | HELD |
| Continuum Advisory, LLC | $201.2K | 5,277 | 0.02% | 2q | -7.9%-$17.3K |
| Ameritas Investment Partners, Inc. | $191.5K | 5,023 | 0.01% | 15q | -2.6%-$5.1K |
| Rossby Financial, LCC | $173.4K | 4,548 | 0.03% | 6q | -1.0%-$1.8K |
| Geneos Wealth Management Inc. | $170.6K | 4,474 | 0.00% | 20q | +7.7%+$12.2K |
| Cornerstone Financial Management LLC | $136.2K | 3,572 | 0.11% | 3q | -66.3%-$267.8K |
| Ameritas Advisory Services, LLC | $104.2K | 2,734 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $99.8K | 2,618 | 0.00% | new | NEW |
| AdvisorNet Financial, Inc | $95.4K | 2,503 | 0.00% | 5q | +28.4%+$21.1K |
| IFG Advisory, LLC | $95.1K | 2,493 | 0.00% | new | NEW |
| Westside Investment Management, Inc. | $74.7K | 1,958 | 0.01% | 8q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $74.2K | 1,947 | 0.00% | new | NEW |
| SHP Wealth Management | $72.3K | 1,897 | 0.00% | 3q | -21.0%-$19.2K |
| Arax Advisory Partners | $62.4K | 1,637 | 0.00% | 3q | +874.4%+$56.0K |
| MORGAN STANLEY | $56.6K | 1,485 | 0.00% | 10q | -24.3%-$18.2K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $54.0K | 1,415 | 0.00% | new | NEW |
| ASSETMARK, INC | $52.0K | 1,363 | 0.00% | 4q | +460.9%+$42.7K |
| N.E.W. Advisory Services LLC | $40.6K | 1,065 | 0.00% | 3q | HELD |
| FMR LLC | $36.6K | 959 | 0.00% | 12q | +14.9%+$4.7K |
Showing the largest 100 of 119 reported holders.
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 | 113 | $385.0M | 10,100,879 | 16 | 55 | 26 | 0.0% |
| Q1 2026 | 103 | $360.7M | 9,711,208 | 13 | 41 | 27 | 0.0% |
| Q4 2025 | 96 | $326.2M | 8,941,515 | 13 | 51 | 18 | 0.0% |
| Q3 2025 | 84 | $304.3M | 8,627,326 | 9 | 36 | 26 | 0.0% |
| Q2 2025 | 83 | $292.9M | 8,547,513 | 10 | 35 | 27 | 0.0% |
| Q1 2025 | 79 | $237.8M | 7,736,734 | 16 | 35 | 17 | 0.0% |
| Q4 2024 | 75 | $230.1M | 7,934,269 | 12 | 31 | 18 | 0.0% |
| Q3 2024 | 67 | $233.2M | 7,221,753 | 7 | 35 | 15 | 0.0% |
| Q2 2024 | 70 | $200.2M | 6,773,361 | 10 | 25 | 19 | 0.0% |
| Q1 2024 | 62 | $169.9M | 5,669,215 | 6 | 21 | 21 | 0.0% |
| Q4 2023 | 62 | $171.4M | 5,842,371 | 8 | 24 | 17 | 0.0% |
| Q3 2023 | 54 | $123.2M | 4,913,968 | 5 | 24 | 16 | 0.0% |
| Q2 2023 | 47 | $130.1M | 4,677,521 | 9 | 23 | 9 | 0.0% |
| Q1 2023 | 41 | $106.7M | 3,845,683 | 3 | 18 | 12 | 0.0% |
| Q4 2022 | 37 | $102.5M | 3,930,517 | 7 | 14 | 10 | 0.0% |
| Q3 2022 | 39 | $93.1M | 4,201,115 | 6 | 22 | 8 | 0.0% |
| Q2 2022 | 41 | $94.3M | 3,784,097 | 11 | 18 | 9 | 0.0% |
| Q1 2022 | 32 | $87.2M | 2,944,247 | 6 | 20 | 5 | 0.0% |
| Q4 2021 | 34 | $78.4M | 2,511,892 | 4 | 15 | 9 | 0.0% |
| Q3 2021 | 31 | $84.3M | 2,470,195 | 6 | 17 | 5 | 0.0% |
| Q2 2021 | 28 | $80.6M | 2,301,480 | 10 | 12 | 5 | 0.0% |
| Q1 2021 | 26 | $72.8M | 2,229,817 | 8 | 9 | 4 | 0.0% |
| Q4 2020 | 19 | $64.4M | 2,079,254 | 2 | 9 | 3 | 0.0% |
| Q3 2020 | 14 | $36.6M | 1,446,518 | 3 | 6 | 4 | 0.0% |
| Q2 2020 | 13 | $35.4M | 1,495,002 | 5 | 8 | 0 | 0.0% |
| Q1 2020 | 9 | $27.4M | 1,366,926 | 6 | 3 | 0 | 0.0% |
| Q4 2019 | 4 | $19.4M | 696,768 | 4 | 0 | 0 | 0.0% |