Northern Lights Fund Trust IV - IBD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Inspire Advisors, LLC | History | Added to | 4,327,789 | 103,248 | 8.41% | 7.51% | 1 | +956,063 | 28.36% | Q1 2026 | May 15, 2026 |
| Faithward Advisors, LLC | History | Added to | 1,661,706 | 39,643 | 5.66% | 5.65% | 2 | +68,270 | 4.28% | Q1 2026 | Apr 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,056,481 | 25,204 | 1.53% | 1.51% | 3 | +69,293 | 7.02% | Q1 2026 | Apr 13, 2026 |
| Inspire Investing, LLC | History | Added to | 988,722 | 23,587 | 1.94% | 1.6% | 4 | +256,075 | 34.95% | Q1 2026 | Apr 23, 2026 |
| Bare Financial Services, Inc | History | Added to | 769,879 | 18,367 | 4.85% | 4.81% | 5 | +55,146 | 7.72% | Q1 2026 | May 14, 2026 |
| OneAscent Financial Services LLC | History | Added to | 663,927 | 15,839 | 0.86% | 1.42% | 6 | +25,010 | 3.91% | Q1 2026 | Apr 21, 2026 |
| LPL Financial LLC | History | Added to | 615,486 | 14,683 | 0.0% | 0.0% | 7 | +195,292 | 46.48% | Q1 2026 | May 06, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 575,866 | 13,738 | 0.32% | 0.02% | 8 | +538,354 | 1435.15% | Q1 2026 | May 15, 2026 |
| PAX Financial Group, LLC | History | Added to | 343,996 | 8,206 | 1.4% | 1.41% | 9 | +5,300 | 1.56% | Q1 2026 | Apr 27, 2026 |
| Plan A Wealth LLC | History | Added to | 297,360 | 7,094 | 3.4% | 3.34% | 10 | +15,017 | 5.32% | Q1 2026 | May 15, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 292,461 | 6,977 | 2.31% | 2.34% | 11 | +1,342 | 0.46% | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 228,764 | 5,457 | 0.0% | 0.0% | 12 | +179,513 | 364.49% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 225,919 | 5,374 | 0.03% | 0.03% | 13 | +27,921 | 14.1% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 212,075 | 5,059 | 0.01% | 0.01% | 14 | +2,879 | 1.38% | Q1 2026 | May 06, 2026 |
| WorthPointe, LLC | History | Reduced | 206,967 | 4,937 | 1.34% | 1.99% | 15 | -105,329 | -33.73% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 200,001 | 4,771 | 0.0% | 0.0% | 16 | +179,914 | 895.67% | Q1 2026 | May 15, 2026 |
| LVZ, Inc. | History | Added to | 195,296 | 4,659 | 0.53% | 0.49% | 17 | +13,281 | 7.3% | Q1 2026 | Apr 28, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 186,518 | 4,449 | 0.05% | 0.06% | 18 | -2,255 | -1.19% | Q1 2026 | May 01, 2026 |
| Cetera Investment Advisers | History | Added to | 178,643 | 4,261 | 0.0% | 0.0% | 19 | +24,374 | 15.8% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 170,546 | 4,068 | 0.99% | 0.95% | 20 | +10,915 | 6.84% | Q1 2026 | Apr 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 156,095 | 3,723 | 0.0% | 0.0% | 21 | +184 | 0.12% | Q1 2026 | May 04, 2026 |
| OneAscent Investment Solutions LLC | History | Added to | 154,153 | 3,677 | 3.68% | 3.95% | 22 | +199 | 0.13% | Q1 2026 | Apr 29, 2026 |
| Allworth Financial LP | History | Added to | 147,360 | 3,515 | 0.01% | 0.01% | 23 | +23,232 | 18.72% | Q1 2026 | May 14, 2026 |
| Range Financial Group LLC | History | Reduced | 133,193 | 3,177 | 1.07% | 1.15% | 24 | -4,166 | -3.03% | Q1 2026 | Apr 30, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 110,273 | 2,630 | 0.66% | 0.58% | 25 | +18,047 | 19.57% | Q1 2026 | Apr 09, 2026 |
| Belpointe Asset Management LLC | History | Added to | 105,617 | 2,519 | 0.09% | 0.09% | 26 | +3,785 | 3.72% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 92,421 | 2,205 | 0.0% | 0.0% | 27 | -20,317 | -18.02% | Q1 2026 | May 15, 2026 |
| VICUS CAPITAL | History | Added to | 84,925 | 2,026 | 0.15% | 0.15% | 28 | +1,576 | 1.89% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 80,238 | 1,914 | 0.01% | 0.01% | 29 | +7,321 | 10.04% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 79,818 | 1,904 | 0.0% | 0.0% | 30 | +5,946 | 8.05% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 79,663 | 1,900 | 0.04% | 0.04% | 31 | +6,026 | 8.18% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 76,807 | 1,833 | 0.02% | — | 32 | +76,807 | New | Q1 2026 | Apr 07, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 75,819 | 1,808 | 0.09% | 0.08% | 33 | +10,344 | 15.8% | Q1 2026 | Apr 15, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 68,892 | 1,643 | 0.12% | 0.12% | 34 | +2,962 | 4.49% | Q1 2026 | Apr 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 64,797 | 1,546 | 0.0% | 0.0% | 35 | +1,805 | 2.87% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 61,595 | 1,469 | 1.35% | 1.32% | 36 | +3,565 | 6.14% | Q1 2026 | May 08, 2026 |
| Allen Capital Group, LLC | History | No change | 58,102 | 1,406 | 0.13% | 0.13% | 37 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | New | 55,449 | 1,322 | 0.0% | — | 38 | +55,449 | New | Q1 2026 | May 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 53,117 | 1,267 | 0.13% | 0.11% | 39 | +18,879 | 55.14% | Q1 2026 | Apr 23, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 52,962 | 1,263 | 0.76% | 0.77% | 40 | -2,346 | -4.24% | Q1 2026 | Apr 15, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 45,583 | 1,090 | 0.69% | 0.38% | 41 | +15,285 | 50.45% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 45,006 | 1,073 | 0.01% | 0.0% | 42 | +14,964 | 49.81% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 43,967 | 1,048 | 0.0% | — | 43 | +43,967 | New | Q1 2026 | May 15, 2026 |
| Trust Point Inc. | History | Added to | 43,794 | 1,044 | 0.09% | 0.08% | 44 | +3,525 | 8.75% | Q1 2026 | Apr 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 42,150 | 1,005 | 0.08% | 0.07% | 45 | +1,268 | 3.1% | Q1 2026 | Apr 08, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 41,960 | 1,001 | 0.14% | 0.13% | 46 | +8,850 | 26.73% | Q1 2026 | May 08, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 40,892 | 975 | 0.54% | 0.56% | 47 | -834 | -2.0% | Q1 2026 | Apr 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 37,671 | 898 | 0.07% | 0.1% | 48 | -21,711 | -36.56% | Q1 2026 | Apr 20, 2026 |
| Independent Advisor Alliance | History | New | 37,407 | 892 | 0.01% | — | 49 | +37,407 | New | Q1 2026 | May 12, 2026 |
| OneAscent Family Office, LLC | History | Added to | 35,073 | 836 | 0.58% | 0.55% | 50 | +1,327 | 3.93% | Q1 2026 | Apr 21, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 31,933 | 761 | 0.13% | — | 51 | +31,933 | New | Q1 2026 | May 11, 2026 |
| TrustWell Financial Advisors, LLC | History | Reduced | 31,524 | 752 | 0.71% | 0.87% | 52 | -5,717 | -15.35% | Q1 2026 | May 07, 2026 |
| Revisor Wealth Management LLC | History | New | 30,077 | 720 | 0.2% | — | 53 | +30,077 | New | Q1 2026 | Apr 27, 2026 |
| Simplicity Wealth,LLC | History | Added to | 29,683 | 708 | 0.04% | 0.04% | 54 | +3,072 | 11.54% | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 29,214 | 696 | 0.01% | 0.0% | 55 | +26,434 | 950.86% | Q1 2026 | May 15, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 26,691 | 636 | 0.2% | 0.19% | 56 | +3,106 | 13.17% | Q1 2026 | Apr 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 26,027 | 620 | 0.0% | 0.0% | 57 | +1,443 | 5.87% | Q1 2026 | Apr 27, 2026 |
| Larry Mathis Financial Planning, LLC | History | No change | 25,762 | 614 | 0.55% | 0.55% | 58 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 24,455 | 583 | 0.03% | 0.01% | 60 | +13,057 | 114.56% | Q1 2026 | Apr 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 24,454 | 583 | 0.0% | 0.0% | 59 | +1,597 | 6.99% | Q1 2026 | Apr 15, 2026 |
| Keel Point, LLC | History | No change | 23,897 | 578 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 22,535 | 537 | 0.0% | — | 62 | +22,535 | New | Q1 2026 | May 01, 2026 |
| Christian Investment Advisors, Inc. | History | Reduced | 20,617 | 497 | 0.31% | 11.94% | 63 | -588,151 | -96.61% | Q1 2026 | May 08, 2026 |
| Pioneer Wealth Management Group | History | Added to | 20,826 | 496 | 0.14% | 0.11% | 64 | +5,902 | 39.55% | Q1 2026 | Apr 08, 2026 |
| CWM, LLC | History | Reduced | 20,021 | 477 | 0.0% | 0.0% | 65 | -375 | -1.84% | Q1 2026 | May 14, 2026 |
| Straight Path Wealth Management | History | Reduced | 19,590 | 467 | 0.12% | 0.13% | 66 | -39 | -0.2% | Q1 2026 | Apr 22, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 19,131 | 456 | 0.01% | 0.01% | 67 | +2,276 | 13.5% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 18,571 | 443 | 0.01% | 0.0% | 68 | +9,937 | 115.09% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 18,335 | 438 | 0.0% | 0.02% | 69 | -567,085 | -96.87% | Q1 2026 | Apr 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 18,255 | 435 | 0.01% | 0.02% | 70 | -871 | -4.55% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 18,200 | 434 | 0.0% | 0.0% | 71 | +2,340 | 14.75% | Q1 2026 | May 12, 2026 |
| RMG Wealth Management LLC | History | New | 18,082 | 431 | 0.05% | — | 72 | +18,082 | New | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | New | 17,232 | 411 | 0.01% | — | 73 | +17,232 | New | Q1 2026 | Apr 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 17,055 | 406 | 0.0% | 0.01% | 74 | -30,833 | -64.39% | Q1 2026 | Apr 20, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 16,138 | 385 | 0.28% | 0.3% | 75 | -3,009 | -15.72% | Q1 2026 | May 05, 2026 |
| Trek Financial, LLC | History | Added to | 15,596 | 372 | 0.02% | 0.02% | 76 | +510 | 3.38% | Q1 2026 | May 13, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 15,110 | 360 | 0.11% | 0.11% | 77 | +53 | 0.35% | Q1 2026 | May 20, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 14,822 | 354 | 0.0% | 0.0% | 78 | +254 | 1.74% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 14,734 | 351 | 0.0% | 0.0% | 79 | +43 | 0.29% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 14,711 | 350 | 0.0% | 0.0% | 80 | +433 | 3.03% | Q1 2026 | May 05, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 14,500 | 345 | 0.19% | 0.14% | 81 | +4,000 | 38.1% | Q1 2026 | May 12, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Added to | 14,016 | 334 | 0.14% | 0.11% | 82 | +2,392 | 20.58% | Q1 2026 | Apr 23, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 11,569 | 275 | 0.0% | 0.0% | 83 | -5,846 | -33.57% | Q1 2026 | May 05, 2026 |
| MRA Advisory Group | History | New | 11,238 | 268 | 0.11% | — | 84 | +11,238 | New | Q1 2026 | Apr 22, 2026 |
| PVG ASSET MANAGEMENT CORP | History | No change | 11,071 | 267 | 0.57% | 0.57% | 85 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 10,947 | 261 | 0.05% | 0.06% | 86 | -2,380 | -17.86% | Q1 2026 | May 14, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 10,526 | 251 | 0.03% | 0.02% | 87 | +921 | 9.59% | Q1 2026 | May 04, 2026 |
| Gateway Wealth Partners, LLC | History | New | 10,396 | 248 | 0.01% | — | 88 | +10,396 | New | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 9,760 | 232 | 0.0% | 0.0% | 89 | +352 | 3.74% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 8,941 | 213 | 0.0% | 0.0% | 90 | -6,776 | -43.11% | Q1 2026 | May 04, 2026 |
| Triad Wealth Partners, LLC | History | New | 8,814 | 210 | 0.02% | — | 91 | +8,814 | New | Q1 2026 | Apr 16, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 8,433 | 201 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SHP Wealth Management | History | No change | 7,430 | 177 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 6,435 | 154 | 0.02% | 0.02% | 94 | -100 | -1.53% | Q1 2026 | Apr 17, 2026 |
| Root Financial Partners, LLC | History | New | 4,936 | 117 | 0.01% | — | 95 | +4,936 | New | Q1 2026 | Apr 24, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 2,622 | 62 | 0.0% | 0.0% | 96 | +13 | 0.5% | Q1 2026 | May 13, 2026 |
| Values First Advisors, Inc. | History | Added to | 2,329 | 55 | 0.03% | 0.03% | 97 | +12 | 0.52% | Q1 2026 | Apr 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,277 | 54 | 0.0% | — | 98 | +2,240 | 6054.05% | Q1 2026 | Apr 17, 2026 |
| MAI Capital Management | History | No change | 1,638 | 39 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | No change | 1,000 | 23 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | No change | 732 | 17 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 697 | 16 | 0.0% | 0.0% | 102 | +179 | 34.56% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 373 | 8 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 170 | 4 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 121 | 2 | 0.0% | 0.0% | 105 | +1 | 0.83% | Q1 2026 | May 04, 2026 |
| Paradiem, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -34,789 | -100.0% | Q1 2026 | May 04, 2026 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,978 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -924 | -100.0% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -365 | -100.0% | Q1 2026 | Apr 06, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 41 | 0 | — | — | — | +40 | 4000.0% | Q1 2026 | May 15, 2026 |