Northern Lights Fund Trust IV - GLRY
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Faithward Advisors, LLC | History | No change | 736,729 | 32,187 | 3.93% | 3.93% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 521,556 | 22,786 | 1.09% | 1.09% | 2 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Inspire Advisors, LLC | History | No change | 215,325 | 9,379 | 0.65% | 0.65% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneAscent Financial Services LLC | History | No change | 180,940 | 7,905 | 0.38% | 0.38% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 174,884 | 7,640 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 140,290 | 5,889 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | No change | 69,547 | 3,038 | 0.15% | 0.15% | 7 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AE Wealth Management LLC | History | No change | 48,362 | 2,112 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 29,767 | 1,301 | 0.66% | 0.66% | 9 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Valmark Advisers, Inc. | History | No change | 25,244 | 1,102 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 20,392 | 890 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 16,352 | 714 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | No change | 15,256 | 666 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 15,080 | 659 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 14,902 | 651 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OneAscent Wealth Management LLC | History | No change | 14,036 | 613 | 0.18% | 0.18% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 11,184 | 488 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Financial Network, Inc. | History | No change | 11,156 | 487 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 10,623 | 464 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Revisor Wealth Management LLC | History | No change | 10,555 | 461 | 0.11% | 0.11% | 20 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Howard Capital Management, LLC | History | No change | 10,496 | 458 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | No change | 10,330 | 451 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CX Institutional | History | New | 9,429 | 357 | 0.01% | — | 23 | +9,429 | New | Q3 2026 | Oct 02, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 7,761 | 339 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Delta Investment Management, LLC | History | No change | 7,677 | 335 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 7,336 | 320 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | No change | 7,045 | 307 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 6,643 | 290 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 6,600 | 288 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | No change | 6,577 | 287 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harvest Investment Services, LLC | History | No change | 6,568 | 286 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 5,253 | 229 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,905 | 214 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | No change | 4,845 | 211 | 0.15% | 0.15% | 34 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 5,321 | 201 | 0.01% | 0.01% | 35 | +29 | 0.55% | Q3 2026 | Oct 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,803 | 122 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,317 | 101 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,932 | 84 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,896 | 82 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,492 | 65 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 1,433 | 62 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Inspire Investing, LLC | History | No change | 1,115 | 48 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 858 | 37 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 693 | 30 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SHP Wealth Management | History | No change | 298 | 13 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 286 | 12 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IFG Advisory, LLC | History | No change | 173 | 7 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 140 | 5 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 90 | 3 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 73 | 3 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | No change | 43 | 1 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |