NORTHERN LTS FD TR IV (PTL) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling PTL?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for NORTHERN LTS FD TR IV, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on PTL?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for NORTHERN LTS FD TR IV.

Is institutional money flowing into PTL?

24 institutional investors hold NORTHERN LTS FD TR IV (PTL). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about PTL?

Track institutional sentiment and conviction scores for NORTHERN LTS FD TR IV (PTL) including Smart Money Verdict and position changes on HoldingsIntel.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	132,129(+16.9%)	$33.1M	0.0%	+18.93%	34
STIFEL FINANCIAL CORP	Decreased	51,362(-6.0%)	$12.9M	0.0%	+11.29%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	39,704(+10.8%)	$10M	0.1%	+19.08%	31
JONES FINANCIAL COMPANIES LLLP	Increased	23,119(+66.5%)	$5.7M	0.0%	+11.06%	40
FWFocus Partners Wealth	Increased	21,227(+5.8%)	$5.3M	0.0%	+27.10%	29
GOLDMAN SACHS GROUP INC	Increased	20,416(+17.6%)	$5.1M	0.0%	+11.74%	31
COMMONWEALTH EQUITY SERVICES, LLC	Increased	19,308(+1.7%)	$4.8M	0.0%	+32.40%	27
AE Wealth Management LLC	Increased	16,342(+19.1%)	$4.1M	0.0%	+14.28%	32
CITADEL ADVISORS LLC	Increased	14,754(+1371.0%)	$3.7M	0.0%	+6.72%	43
ENVESTNET ASSET MANAGEMENT INC	Increased	13,392(+13.8%)	$3.4M	0.0%	+15.09%	30
JANE STREET GROUP, LLC	Decreased	9,278(-7.1%)	$2.3M	0.0%	+14.31%	0
Cetera Investment Advisers	Increased	7,746(+17.0%)	$1.9M	0.0%	+19.99%	30
RAYMOND JAMES FINANCIAL INC	Increased	6,381(+67.5%)	$1.6M	0.0%	+19.72%	38
Envestnet Portfolio Solutions, Inc.	Increased	4,673(+13.7%)	$1.2M	0.0%	+14.08%	29
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	4,426(+4075.5%)	$1.1M	0.0%	+6.58%	41
OSAIC HOLDINGS, INC.	Increased	3,728(+3.7%)	$934,278	0.0%	+18.02%	26
Farther Finance Advisors, LLC	New	3,642	$916,691	0.0%	+6.47%	34
Sanctuary Advisors, LLC	Decreased	2,312(-44.5%)	$579,283	0.0%	+21.99%	0
Pinnacle Financial Partners, Inc.	Increased	1,405(+30.8%)	$352,030	0.0%	+9.35%	30
Equitable Holdings, Inc.	Increased	1,008(+19.7%)	$250,176	0.0%	+9.62%	27

NORTHERN LTS FD TR IV

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NORTHERN LTS FD TR IV

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