Northern Lights Fund Trust IV - BIBL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Inspire Advisors, LLC | History | Added to | 1,071,641 | 48,363 | 4.45% | 4.45% | 1 | +23,236 | 2.22% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 447,354 | 20,189 | 0.01% | 0.01% | 2 | +29,265 | 7.0% | Q4 2025 | Feb 11, 2026 |
| Strategic Equity Management | History | Added to | 289,767 | 13,077 | 4.43% | 2.03% | 3 | +166,507 | 135.09% | Q4 2025 | Feb 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 266,844 | 12,042 | 0.76% | 0.7% | 4 | +33,334 | 14.28% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 196,118 | 8,851 | 0.02% | 0.02% | 5 | +9,390 | 5.03% | Q4 2025 | Jan 26, 2026 |
| Bare Financial Services, Inc | History | Reduced | 178,958 | 8,076 | 2.25% | 2.74% | 6 | -27,839 | -13.46% | Q4 2025 | Feb 06, 2026 |
| LVZ, Inc. | History | Reduced | 150,306 | 6,783 | 0.76% | 0.76% | 7 | -275 | -0.18% | Q4 2025 | Feb 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 147,794 | 6,669 | 0.04% | 0.04% | 8 | +35,368 | 31.46% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Reduced | 137,123 | 6,188 | 0.01% | 0.01% | 9 | -1,573 | -1.13% | Q4 2025 | Feb 13, 2026 |
| MONEYWISE, INC. | History | Added to | 133,802 | 6,038 | 2.51% | 1.26% | 10 | +70,899 | 112.71% | Q4 2025 | Feb 05, 2026 |
| Inspire Investing, LLC | History | Reduced | 110,595 | 4,991 | 0.45% | 0.49% | 11 | -1,704 | -1.52% | Q4 2025 | Feb 17, 2026 |
| OneAscent Financial Services LLC | History | Added to | 104,819 | 4,730 | 0.44% | 0.1% | 12 | +86,844 | 483.14% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 87,608 | 3,953 | 0.15% | 0.15% | 13 | +881 | 1.02% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 80,699 | 3,641 | 0.0% | 0.0% | 14 | +7,809 | 10.71% | Q4 2025 | Feb 17, 2026 |
| PAX Financial Group, LLC | History | Added to | 79,893 | 3,605 | 0.62% | 0.63% | 15 | +1,516 | 1.93% | Q4 2025 | Feb 05, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 75,249 | 3,395 | 0.45% | — | 16 | +75,249 | New | Q4 2025 | Feb 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 70,478 | 3,211 | 0.22% | 0.23% | 17 | +1,641 | 2.38% | Q4 2025 | Jan 15, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 64,398 | 3,101 | 0.83% | 1.01% | 18 | -989 | -1.51% | Q4 2025 | Jan 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 68,369 | 3,085 | 0.16% | 0.16% | 19 | +12,093 | 21.49% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 64,104 | 2,893 | 0.07% | 0.07% | 20 | +4,625 | 7.78% | Q4 2025 | Jan 28, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 57,959 | 2,615 | 1.37% | 1.34% | 21 | +8,042 | 16.11% | Q4 2025 | Jan 30, 2026 |
| WorthPointe, LLC | History | New | 53,179 | 2,399 | 0.63% | — | 22 | +53,179 | New | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 48,589 | 2,193 | 0.01% | 0.01% | 23 | -5,000 | -9.33% | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 44,800 | 2,021 | 0.0% | 0.0% | 24 | +20,700 | 85.89% | Q4 2025 | Feb 17, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 40,587 | 1,831 | 0.12% | 0.19% | 25 | -24,147 | -37.3% | Q4 2025 | Jan 22, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 39,335 | 1,775 | 1.6% | 1.61% | 26 | +87 | 0.22% | Q4 2025 | Jan 23, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 36,697 | 1,656 | 0.12% | 0.14% | 27 | -603 | -1.62% | Q4 2025 | Feb 02, 2026 |
| VICUS CAPITAL | History | Added to | 36,119 | 1,630 | 0.12% | 0.12% | 28 | +944 | 2.68% | Q4 2025 | Jan 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 36,086 | 1,628 | 0.0% | 0.0% | 29 | +5,297 | 17.2% | Q4 2025 | Feb 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 35,656 | 1,609 | 0.07% | 0.07% | 30 | +2,302 | 6.9% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 32,986 | 1,488 | 0.0% | 0.0% | 31 | -20,712 | -38.57% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 31,973 | 1,442 | 0.0% | 0.0% | 32 | +229 | 0.72% | Q4 2025 | Feb 17, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 29,912 | 1,349 | 0.25% | 0.27% | 33 | -500 | -1.64% | Q4 2025 | Feb 17, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 24,332 | 1,098 | 0.12% | 0.15% | 34 | +59 | 0.24% | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 24,255 | 1,094 | 0.03% | 0.02% | 35 | +700 | 2.97% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 21,143 | 954 | 0.0% | — | 36 | +21,143 | New | Q4 2025 | Feb 17, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 20,558 | 927 | 0.1% | 0.13% | 37 | -285 | -1.37% | Q4 2025 | Feb 17, 2026 |
| Golden State Equity Partners | History | Added to | 19,651 | 886 | 0.14% | 0.14% | 38 | +310 | 1.6% | Q4 2025 | Jan 29, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 19,629 | 885 | 0.07% | 0.08% | 39 | -3,443 | -14.92% | Q4 2025 | Jan 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 19,459 | 878 | 0.0% | 0.0% | 40 | +13,031 | 202.72% | Q4 2025 | Jan 29, 2026 |
| Blue Trust, Inc. | History | Reduced | 19,438 | 877 | 0.01% | 0.01% | 41 | -2,590 | -11.76% | Q4 2025 | Jan 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 18,356 | 828 | 0.0% | 0.0% | 42 | +1,202 | 7.01% | Q4 2025 | Feb 10, 2026 |
| Keel Point, LLC | History | Reduced | 18,180 | 820 | 0.05% | 0.05% | 43 | -138 | -0.75% | Q4 2025 | Feb 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 17,703 | 798 | 0.03% | 0.03% | 44 | +1,700 | 10.62% | Q4 2025 | Jan 12, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 17,200 | 776 | 0.14% | 0.15% | 45 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 17,129 | 773 | 0.0% | 0.0% | 46 | +4,840 | 39.38% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 15,223 | 687 | 0.0% | — | 47 | +15,223 | New | Q4 2025 | Feb 17, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 15,157 | 684 | 0.23% | 0.19% | 48 | +2,470 | 19.47% | Q4 2025 | Feb 11, 2026 |
| XY Planning Network, Inc. | History | Reduced | 14,982 | 676 | 0.12% | 0.22% | 49 | -626 | -4.01% | Q4 2025 | Jan 26, 2026 |
| Values First Advisors, Inc. | History | Added to | 14,816 | 668 | 0.35% | 0.26% | 50 | +3,954 | 36.4% | Q4 2025 | Jan 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 14,592 | 658 | 0.0% | 0.0% | 51 | +851 | 6.19% | Q4 2025 | Feb 17, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 13,444 | 606 | 0.13% | 0.13% | 52 | -239 | -1.75% | Q4 2025 | Jan 22, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 12,869 | 580 | 0.13% | 0.19% | 53 | -4,400 | -25.48% | Q4 2025 | Feb 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 12,268 | 553 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 11,681 | 527 | 0.08% | 0.09% | 55 | +737 | 6.73% | Q4 2025 | Feb 17, 2026 |
| RKL Wealth Management LLC | History | Added to | 11,638 | 525 | 0.04% | 0.04% | 57 | +1,948 | 20.1% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 11,644 | 525 | 0.0% | 0.0% | 56 | +1,771 | 17.94% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 9,446 | 426 | 0.01% | 0.01% | 58 | +202 | 2.19% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 9,043 | 408 | 0.0% | 0.0% | 59 | -32 | -0.35% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 8,686 | 392 | 0.01% | 0.01% | 60 | +179 | 2.1% | Q4 2025 | Feb 09, 2026 |
| Waverly Advisors, LLC | History | Added to | 8,483 | 382 | 0.0% | 0.0% | 62 | +364 | 4.48% | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | No change | 8,486 | 382 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Faithward Advisors, LLC | History | Added to | 8,378 | 378 | 0.06% | 0.06% | 63 | +18 | 0.22% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 8,198 | 369 | 0.01% | 0.0% | 64 | +2,453 | 42.7% | Q4 2025 | Feb 12, 2026 |
| Plan A Wealth LLC | History | Reduced | 7,832 | 353 | 0.17% | 0.25% | 66 | -3,208 | -29.06% | Q4 2025 | Feb 06, 2026 |
| Delta Investment Management, LLC | History | Reduced | 7,836 | 353 | 0.06% | 0.07% | 65 | -670 | -7.88% | Q4 2025 | Jan 30, 2026 |
| Financial Partners Group, Inc | History | Added to | 7,101 | 339 | 0.04% | 0.04% | 68 | +100 | 1.43% | Q4 2025 | Feb 03, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 7,532 | 339 | 0.0% | 0.0% | 67 | -90 | -1.18% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 7,103 | 320 | 0.01% | 0.01% | 69 | +1 | 0.01% | Q4 2025 | Jan 14, 2026 |
| Arax Advisory Partners | History | New | 6,783 | 306 | 0.01% | — | 70 | +6,783 | New | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 6,652 | 300 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | New | 6,502 | 293 | 0.0% | — | 72 | +6,502 | New | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 6,467 | 291 | 0.01% | 0.01% | 73 | -66 | -1.01% | Q4 2025 | Jan 20, 2026 |
| AIFG Consultants Ltd. | History | Reduced | 6,430 | 290 | 0.5% | 0.52% | 74 | -265 | -3.96% | Q4 2025 | Feb 04, 2026 |
| WIN ADVISORS, INC | History | New | 6,161 | 278 | 0.12% | — | 75 | +6,161 | New | Q4 2025 | Feb 04, 2026 |
| Continuum Advisory, LLC | History | Added to | 6,085 | 274 | 0.03% | 0.03% | 76 | +370 | 6.47% | Q4 2025 | Feb 11, 2026 |
| GWN SECURITIES INC. | History | New | 6,000 | 270 | 0.05% | — | 77 | +6,000 | New | Q4 2025 | Feb 11, 2026 |
| PVG ASSET MANAGEMENT CORP | History | New | 5,931 | 267 | 0.57% | — | 78 | +5,931 | New | Q4 2025 | Jan 30, 2026 |
| Tandem Investment Partners LLC | History | Added to | 5,710 | 257 | 0.22% | 0.2% | 79 | +285 | 5.25% | Q4 2025 | Jan 21, 2026 |
| Five Pine Wealth Management | History | Added to | 5,541 | 250 | 0.16% | 0.17% | 80 | +11 | 0.2% | Q4 2025 | Jan 21, 2026 |
| Paradiem, LLC | History | Reduced | 5,477 | 247 | 0.06% | 0.06% | 81 | -2 | -0.04% | Q4 2025 | Jan 06, 2026 |
| Allworth Financial LP | History | New | 5,407 | 244 | 0.0% | — | 82 | +5,407 | New | Q4 2025 | Feb 05, 2026 |
| Betterment LLC | History | Reduced | 5,387 | 243 | 0.0% | 0.0% | 83 | -72 | -1.32% | Q4 2025 | Feb 12, 2026 |
| PFG Advisors | History | Added to | 5,352 | 241 | 0.01% | 0.01% | 84 | +836 | 18.51% | Q4 2025 | Jan 27, 2026 |
| Straight Path Wealth Management | History | Reduced | 5,171 | 233 | 0.06% | 0.06% | 86 | -14,829 | -74.15% | Q4 2025 | Feb 11, 2026 |
| Community Financial Services Group, LLC | History | Added to | 5,180 | 233 | 0.04% | 0.04% | 85 | +607 | 13.27% | Q4 2025 | Jan 15, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 5,161 | 232 | 0.12% | 0.13% | 87 | -10 | -0.19% | Q4 2025 | Feb 24, 2026 |
| Grandview Asset Management LLC | History | Reduced | 5,115 | 230 | 0.06% | 0.07% | 89 | -299 | -5.52% | Q4 2025 | Jan 26, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 5,110 | 230 | 0.02% | 0.03% | 88 | +8 | 0.16% | Q4 2025 | Jan 28, 2026 |
| LifeGuide Financial Advisors, LLC | History | Reduced | 4,967 | 228 | 0.08% | 0.81% | 90 | -47,824 | -90.59% | Q4 2025 | Jan 05, 2026 |
| Cresta Advisors, Ltd. | History | No change | 5,000 | 225 | 0.09% | 0.1% | 91 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 4,789 | 216 | 0.0% | — | 92 | +4,789 | New | Q4 2025 | Feb 11, 2026 |
| Sowell Financial Services LLC | History | Added to | 4,716 | 212 | 0.01% | 0.01% | 93 | +1 | 0.02% | Q4 2025 | Jan 21, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 4,704 | 212 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Bouchey Financial Group Ltd | History | No change | 4,660 | 210 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Allen Capital Group, LLC | History | No change | 4,659 | 210 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Fund Evaluation Group, LLC | History | No change | 4,641 | 209 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Well Done, LLC | History | Reduced | 4,514 | 203 | 0.03% | 0.03% | 98 | -66 | -1.44% | Q4 2025 | Jan 13, 2026 |
| SHP Wealth Management | History | New | 4,397 | 198 | 0.02% | — | 99 | +4,397 | New | Q4 2025 | Mar 04, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 3,563 | 160 | 0.0% | 0.0% | 100 | +97 | 2.8% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,104 | 140 | 0.0% | 0.01% | 101 | -144 | -4.43% | Q4 2025 | Jan 13, 2026 |
| CX Institutional | History | Added to | 1,756 | 79 | 0.0% | 0.0% | 102 | +1,498 | 580.62% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 1,750 | 78 | 0.0% | 0.0% | 103 | -294 | -14.38% | Q4 2025 | Feb 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,296 | 58 | 0.0% | 0.0% | 104 | +500 | 62.81% | Q4 2025 | Jan 23, 2026 |
| Larson Financial Group LLC | History | New | 1,100 | 49 | 0.0% | — | 106 | +1,100 | New | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Added to | 1,107 | 49 | 0.0% | 0.0% | 105 | +822 | 288.42% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | Reduced | 991 | 44 | 0.0% | 0.0% | 107 | -48 | -4.62% | Q4 2025 | Feb 13, 2026 |
| Winch Advisory Services, LLC | History | Reduced | 882 | 39 | 0.01% | 0.01% | 108 | -301 | -25.44% | Q4 2025 | Feb 03, 2026 |
| MAI Capital Management | History | No change | 861 | 38 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 641 | 28 | 0.01% | 0.01% | 110 | +33 | 5.43% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | Added to | 559 | 25 | 0.0% | 0.0% | 111 | +3 | 0.54% | Q4 2025 | Jan 30, 2026 |
| JPMORGAN CHASE & CO | History | New | 361 | 16 | 0.0% | — | 112 | +361 | New | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Reduced | 262 | 11 | 0.0% | 0.0% | 113 | -7 | -2.6% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 119 | 5 | 0.0% | — | 114 | +119 | New | Q4 2025 | Feb 09, 2026 |
| Camelot Portfolios, LLC | History | New | 30 | 1 | 0.0% | — | 116 | +30 | New | Q4 2025 | Jan 29, 2026 |
| Asset Dedication, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -28,151 | -100.0% | Q3 2025 | Oct 30, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,118 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Optivise Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -23,727 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,005 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Weaver Capital Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,073 | -100.0% | Q3 2025 | Oct 20, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -3,766 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,190 | -100.0% | Q3 2025 | Nov 03, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -640 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -487 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Clarity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q3 2025 | Oct 27, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q3 2025 | Nov 14, 2025 |