NORTHERN LTS FD TR IV (PTL) is held by 29 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q2 2026.

Are institutions buying or selling PTL?

In Q2 2026, 24 institutions opened or increased positions in NORTHERN LTS FD TR IV while 6 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on PTL?

HoldingsIntel scores NORTHERN LTS FD TR IV across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for PTL. In Q2 2026, the institutional leg showed net inflows: 24 buying versus 6 selling.

How many hedge funds hold PTL?

29 institutional investors report holding NORTHERN LTS FD TR IV (PTL) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into PTL?

As of Q2 2026, tracked institutions in NORTHERN LTS FD TR IV show 24 buyers versus 6 sellers — net inflows.

NORTHERN LTS FD TR IV

PTL·66537J796·US·ETF

Holders

(4 Elite)

$142.4M

Total Value

80% (30)

Consensus

24 buying - 6 selling

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

Smart Money Verdict

View all

Held by 29 funds

4 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

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

Checking access…

	Action
LPL Financial LLC	Increased	179,978(+36.2%)	$51.5M	0.0%	+13.00%	38
STIFEL FINANCIAL CORP	Increased	52,732(+2.7%)	$15.1M	0.0%	+11.83%	29
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	45,067(+13.5%)	$12.9M	0.1%	+17.28%	32
JONES FINANCIAL COMPANIES LLLP	Increased	29,088(+25.8%)	$8.2M	0.0%	+8.67%	34
GOLDMAN SACHS GROUP INC	Increased	22,998(+12.7%)	$6.6M	0.0%	+10.76%	31
FWFocus Partners Wealth	Increased	22,133(+4.3%)	$6.3M	0.0%	+26.58%	28
COMMONWEALTH EQUITY SERVICES, LLC	Increased	19,707(+2.1%)	$5.6M	0.0%	+32.57%	28
ENVESTNET ASSET MANAGEMENT INC	Increased	18,202(+35.9%)	$5.2M	0.0%	+10.48%	35
AE Wealth Management LLC	Increased	17,692(+8.3%)	$5.1M	0.0%	+13.69%	29
CITADEL ADVISORS LLC	Increased	15,262(+3.4%)	$4.4M	0.0%	+7.28%	28
Equitable Holdings, Inc.	Increased	13,075(+1197.1%)	$3.7M	0.0%	-1.71%	43
Cetera Investment Advisers	Increased	9,452(+22.0%)	$2.7M	0.0%	+15.95%	32
HRT FINANCIAL LP	New	8,527	$2.4M	0.0%	-2.66%	36
RAYMOND JAMES FINANCIAL INC	Increased	7,780(+21.9%)	$2.2M	0.0%	+15.77%	31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	5,928(+33.9%)	$1.7M	0.0%	+4.75%	33
Envestnet Portfolio Solutions, Inc.	Increased	5,430(+16.2%)	$1.6M	0.0%	+12.24%	30
JANE STREET GROUP, LLC	Decreased	5,271(-43.2%)	$1.5M	0.0%	+15.32%	0
OSAIC HOLDINGS, INC.	Increased	4,729(+26.9%)	$1.4M	0.0%	+13.70%	31
Pinnacle Financial Partners, Inc.	Increased	3,643(+159.3%)	$1M	0.0%	+1.97%	40
BROWN ADVISORY INC	New	3,545	$1M	0.0%	-2.66%	35

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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

NORTHERN LTS FD TR IV

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