NORTHERN LTS FD TR IV (PTL) is held by 24 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q1 2026.

Are institutions buying or selling PTL?

In Q1 2026, 20 institutions opened or increased positions in NORTHERN LTS FD TR IV while 5 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on PTL?

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

How many hedge funds hold PTL?

24 institutional investors report holding NORTHERN LTS FD TR IV (PTL) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into PTL?

As of Q1 2026, tracked institutions in NORTHERN LTS FD TR IV show 20 buyers versus 5 sellers — net inflows.

NORTHERN LTS FD TR IV

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

Holders

Avg rating(8 Elite)

$99.5M

Total Value

80% (26)

Fund Consensus

20 buying - 5 selling

No verdict yet — fewer than 2 funds hold PTL.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	132,129(+16.9%)	$33.1M	0.0%	+22.28%	34
STIFEL FINANCIAL CORP	Decreased	51,362(-6.0%)	$12.9M	0.0%	+14.43%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	39,704(+10.8%)	$10M	0.1%	+22.44%	31
JONES FINANCIAL COMPANIES LLLP	Increased	23,119(+66.5%)	$5.7M	0.0%	+14.19%	40
FWFocus Partners Wealth	Increased	21,227(+5.8%)	$5.3M	0.0%	+30.68%	29
GOLDMAN SACHS GROUP INC	Increased	20,416(+17.6%)	$5.1M	0.0%	+14.89%	31
COMMONWEALTH EQUITY SERVICES, LLC	Increased	19,308(+1.7%)	$4.8M	0.0%	+36.13%	27
AE Wealth Management LLC	Increased	16,342(+19.1%)	$4.1M	0.0%	+17.50%	32
CITADEL ADVISORS LLC	Increased	14,754(+1371.0%)	$3.7M	0.0%	+9.73%	43
ENVESTNET ASSET MANAGEMENT INC	Increased	13,392(+13.8%)	$3.4M	0.0%	+18.33%	30
JANE STREET GROUP, LLC	Decreased	9,278(-7.1%)	$2.3M	0.0%	+17.53%	0
Cetera Investment Advisers	Increased	7,746(+17.0%)	$1.9M	0.0%	+23.37%	30
RAYMOND JAMES FINANCIAL INC	Increased	6,381(+67.5%)	$1.6M	0.0%	+23.10%	38
Envestnet Portfolio Solutions, Inc.	Increased	4,673(+13.7%)	$1.2M	0.0%	+17.30%	29
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	4,426(+4075.5%)	$1.1M	0.0%	+9.58%	41
OSAIC HOLDINGS, INC.	Increased	3,728(+3.7%)	$934,278	0.0%	+21.35%	26
Farther Finance Advisors, LLC	New	3,642	$916,691	0.0%	+9.47%	34
Sanctuary Advisors, LLC	Decreased	2,312(-44.5%)	$579,283	0.0%	+25.43%	0
Pinnacle Financial Partners, Inc.	Increased	1,405(+30.8%)	$352,030	0.0%	+12.43%	30
Equitable Holdings, Inc.	Increased	1,008(+19.7%)	$250,176	0.0%	+12.71%	27