NORTHERN LTS FD TR IV

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TickerGLRY

Sector · IndustryUnknownUnknown

SecurityETF · US

CUSIP66538H369

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GLRY institutional ownership changes in Q2 2026: 11 institutions opened or added positions, 4 trimmed or exited. GLRY (NORTHERN LTS FD TR IV) is held by 16 institutional investors as of Q2 2026. Top institutional shareholders: LPL Financial LLC ($7.6M), Jones Financial Companies LLLP ($5.9M), AE Wealth Management LLC ($2.1M). Institutions were buying, on balance.

16

Holders

(1 Elite)

$19.3M

Total Value

73% (15)

Consensus

11 buying - 4 selling

Fund holdings as of Jun 30, 2026

Smart Money Verdict

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Institutional (13F)••

Insider (Form 4)••

Activist (13D/13G)••

Congressional (STOCK Act)••

Holder Quality

••

★★★★★

Elite

••

★★★★

Strong

••

★★★

Solid

••

★★

Below

••

★

Weak

Held by 16 funds

1 elite

Who's Trading

Source dates: Price Nov 6, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for GLRY.

Top Holders

FundsInsidersCongressActivists

Holdings (16)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	174,884(+57.9%)	$7.6M	0.0%	-2.20%	39
Jones Financial Companies LLLP	Increased	140,290(+13.7%)	$5.9M	0.0%	+1.16%	31
AE Wealth Management LLC	Increased	48,362(+8.7%)	$2.1M	0.0%	+5.25%	28
Pinnacle Financial Partners, Inc.	Increased	20,392(+122.0%)	$890,926	0.0%	-8.95%	40
Osaic Holdings, Inc.	Increased	16,352(+7.8%)	$714,462	0.0%	—	27
Commonwealth Equity Services, LLC	Increased	14,902(+29.9%)	$651,060	0.0%	+35.74%	31
Citadel Advisors LLC	New	10,330	$451,318	0.0%	-15.13%	33
Cetera Investment Advisers	Decreased	7,045(-16.2%)	$307,810	0.0%	+3.66%	0
Two Sigma Investments, LP	New	6,600	$288,354	0.0%	-15.13%	32
MML Investors Services, LLC	New	4,905	$214,292	0.0%	-15.13%	32
Steward Partners Investment Advisory, LLC	New	1,492	$65,185	0.0%	-15.13%	29
AssetMark, Inc.	Decreased	1,433(-22.7%)	$62,608	0.0%	+19.85%	0
Farther Finance Advisors, LLC	New	286	$12,487	0.0%	0.00%	24
JPMorgan Chase & Co.	Unchanged	140	$5,985	0.0%	+1.68%	0
Wells Fargo & Company	Unchanged	90	$3,932	0.0%	-0.07%	0
Morgan Stanley	Decreased	1(-87.5%)	$82	0.0%	-0.07%	0
UBS Group AG	Exited	0(-100.0%)	$28,463	0.0%	+17.74%	0

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GLRYNORTHERN LTS FD TR IV

1M3M6M1Y3Y5Y

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Questions investors ask about GLRY

Who owns GLRY?

16 institutional investors held GLRY on June 30, 2026, led by LPL Financial LLC ($7.6M), Jones Financial Companies LLLP ($5.9M) and AE Wealth Management LLC ($2.1M).

How many hedge funds hold GLRY?

16 institutional investors reported GLRY in their 13F filings for the quarter ended June 30, 2026, $19.3M in all. One of them is rated Elite.

Are institutions buying or selling GLRY?

Buying, on balance. In Q2 2026, 11 institutions opened or added to positions in GLRY and 4 institutions trimmed or exited.

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer