NORTHERN LTS FD TR IV

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PTL·66537J796·US·ETF·Unknown - Unknown

PTL (NORTHERN LTS FD TR IV) is held by 28 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($51.5M), STIFEL FINANCIAL CORP ($15.1M), JONES FINANCIAL COMPANIES LLLP ($8.2M). Net institutional sentiment: Bullish.

28

Holders

(4 Elite)

$123.3M

Total Value

79% (29)

Consensus

23 buying - 6 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)44

Insider (Form 4)37

Activist (13D/13G)85

Congressional (STOCK Act)27

Holder Quality

49

★★★★★

Elite

13

★★★★

Strong

57

★★★

Solid

15

★★

Below

78

★

Weak

Held by 28 funds

4 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (28)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	179,978(+36.2%)	$51.5M	0.0%	+15.24%	38
STIFEL FINANCIAL CORP	Increased	52,732(+2.7%)	$15.1M	0.0%	+14.05%	29
JONES FINANCIAL COMPANIES LLLP	Increased	29,088(+25.8%)	$8.2M	0.0%	+10.83%	34
GOLDMAN SACHS GROUP INC	Increased	22,998(+12.7%)	$6.6M	0.0%	+12.96%	31
FWFocus Partners Wealth	Increased	22,133(+4.3%)	$6.3M	0.0%	+29.08%	28
COMMONWEALTH EQUITY SERVICES, LLC	Increased	19,707(+2.1%)	$5.6M	0.0%	+35.20%	28
ENVESTNET ASSET MANAGEMENT INC	Increased	18,202(+35.9%)	$5.2M	0.0%	+12.67%	35
AE Wealth Management LLC	Increased	17,692(+8.3%)	$5.1M	0.0%	+15.94%	29
CITADEL ADVISORS LLC	Increased	15,262(+3.4%)	$4.4M	0.0%	+9.41%	28
Cetera Investment Advisers	Increased	9,452(+22.0%)	$2.7M	0.0%	+18.25%	32
RAYMOND JAMES FINANCIAL INC	Increased	7,780(+21.9%)	$2.2M	0.0%	+18.06%	31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	5,928(+33.9%)	$1.7M	0.0%	+6.82%	33
Envestnet Portfolio Solutions, Inc.	Increased	5,430(+16.2%)	$1.6M	0.0%	+14.46%	30
JANE STREET GROUP, LLC	Decreased	5,271(-43.2%)	$1.5M	0.0%	+17.61%	0
OSAIC HOLDINGS, INC.	Increased	4,729(+26.9%)	$1.4M	0.0%	+15.95%	31
Pinnacle Financial Partners, Inc.	Increased	3,643(+159.3%)	$1M	0.0%	+3.99%	40
BROWN ADVISORY INC	New	3,545	$1M	0.0%	-0.73%	35
Farther Finance Advisors, LLC	Decreased	3,506(-3.7%)	$1M	0.0%	+9.54%	0
Sanctuary Advisors, LLC	Decreased	2,203(-4.7%)	$630,256	0.0%	+25.51%	0
Private Advisor Group, LLC	New	813	$232,713	0.0%	-0.73%	32

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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