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 | No change | 4,102,463 | 97,515 | 6.78% | 6.78% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Faithward Advisors, LLC | History | No change | 1,715,901 | 40,786 | 4.98% | 4.98% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 968,280 | 23,016 | 1.1% | 1.1% | 3 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LPL Financial LLC | History | No change | 823,286 | 19,569 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bare Financial Services, Inc | History | No change | 795,094 | 18,899 | 4.34% | 4.34% | 5 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Inspire Investing, LLC | History | No change | 768,594 | 18,269 | 0.75% | 0.75% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneAscent Financial Services LLC | History | No change | 548,881 | 13,046 | 0.62% | 0.62% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PAX Financial Group, LLC | History | No change | 348,665 | 8,287 | 1.23% | 1.23% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Plan A Wealth LLC | History | No change | 322,041 | 7,654 | 3.26% | 3.26% | 9 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 267,448 | 6,354 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 222,966 | 5,299 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LVZ, Inc. | History | No change | 197,625 | 4,697 | 0.48% | 0.48% | 12 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Valmark Advisers, Inc. | History | No change | 187,444 | 4,455 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legacy Wealth Asset Management, LLC | History | No change | 184,769 | 4,391 | 0.96% | 0.96% | 14 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Allworth Financial LP | History | No change | 180,701 | 4,295 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 180,131 | 4,281 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WorthPointe, LLC | History | No change | 154,171 | 3,664 | 0.92% | 0.92% | 17 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Range Financial Group LLC | History | No change | 152,721 | 3,630 | 0.99% | 0.99% | 18 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OneAscent Investment Solutions LLC | History | No change | 147,937 | 3,516 | 3.33% | 3.33% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 126,122 | 2,998 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TrueWealth Advisors, LLC | History | No change | 123,684 | 2,939 | 0.66% | 0.66% | 21 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 114,735 | 2,727 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 106,334 | 2,527 | 0.08% | 0.08% | 23 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Farther Finance Advisors, LLC | History | No change | 105,133 | 2,499 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CITADEL ADVISORS LLC | History | No change | 97,889 | 2,326 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 95,153 | 2,261 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICUS CAPITAL | History | No change | 90,985 | 2,162 | 0.14% | 0.14% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | No change | 88,211 | 2,096 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | No change | 81,140 | 1,928 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cetera Investment Advisers | History | No change | 79,048 | 1,878 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 74,425 | 1,769 | 0.11% | 0.11% | 31 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 60,634 | 1,441 | 0.12% | 0.12% | 32 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Simplicity Wealth,LLC | History | No change | 58,365 | 1,387 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 56,200 | 1,335 | 0.12% | 0.12% | 34 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cornerstone Financial Management LLC | History | No change | 53,339 | 1,267 | 1.02% | 1.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Allen Capital Group, LLC | History | No change | 53,281 | 1,266 | 0.1% | 0.1% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Optivise Advisory Services LLC | History | No change | 51,632 | 1,227 | 0.62% | 0.62% | 37 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Revisor Wealth Management LLC | History | No change | 50,838 | 1,213 | 0.29% | 0.29% | 38 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AE Wealth Management LLC | History | No change | 47,881 | 1,138 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 47,710 | 1,134 | 0.14% | 0.14% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 47,251 | 1,123 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| First Heartland Consultants, Inc. | History | No change | 44,442 | 1,056 | 0.07% | 0.07% | 42 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Trust Point Inc. | History | No change | 42,761 | 1,016 | 0.09% | 0.09% | 43 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 41,930 | 996 | 0.06% | 0.06% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HFG Wealth Management, LLC | History | No change | 40,229 | 956 | 0.96% | 0.96% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tulsa Wealth Advisors, INC | History | No change | 37,299 | 886 | 0.12% | 0.12% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | No change | 31,298 | 743 | 0.54% | 0.54% | 47 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LifeGuide Financial Advisors, LLC | History | No change | 29,545 | 702 | 0.2% | 0.2% | 48 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 29,217 | 694 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 29,051 | 690 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larry Mathis Financial Planning, LLC | History | No change | 25,762 | 612 | 0.47% | 0.47% | 51 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Merit Financial Group, LLC | History | No change | 25,527 | 606 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 24,931 | 592 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keel Point, LLC | History | No change | 24,806 | 589 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 24,127 | 573 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pioneer Wealth Management Group | History | No change | 23,605 | 561 | 0.14% | 0.14% | 56 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Hanson & Doremus Investment Management | History | No change | 23,092 | 549 | 0.06% | 0.06% | 57 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 21,914 | 520 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 19,600 | 465 | 0.2% | 0.2% | 59 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 19,551 | 464 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 19,504 | 463 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Demars Financial Group, LLC | History | No change | 19,434 | 461 | 0.13% | 0.13% | 62 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advisory Services Network, LLC | History | No change | 19,163 | 455 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 18,777 | 446 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 18,235 | 433 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 17,679 | 420 | 0.21% | 0.21% | 66 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Blue Trust, Inc. | History | No change | 17,056 | 405 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Waverly Advisors, LLC | History | No change | 16,284 | 387 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 16,036 | 381 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MRA Advisory Group | History | No change | 14,727 | 350 | 0.13% | 0.13% | 70 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 14,643 | 348 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Trek Financial, LLC | History | No change | 14,628 | 347 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 14,500 | 344 | 0.16% | 0.16% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 14,488 | 344 | 0.09% | 0.09% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | No change | 13,959 | 331 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | No change | 13,960 | 331 | 0.12% | 0.12% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stewardship Advisors, LLC | History | No change | 13,493 | 320 | 0.07% | 0.07% | 77 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RFG Advisory, LLC | History | No change | 13,389 | 318 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Harvest Investment Services, LLC | History | No change | 12,710 | 302 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 12,483 | 296 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 11,301 | 268 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Straight Path Wealth Management | History | No change | 10,898 | 259 | 0.06% | 0.06% | 82 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Schwallier Wealth Management LLC | History | No change | 10,631 | 252 | 0.16% | 0.16% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 10,545 | 251 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 10,568 | 251 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PVG ASSET MANAGEMENT CORP | History | No change | 10,488 | 249 | 0.14% | 0.14% | 86 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| CreativeOne Wealth, LLC | History | No change | 10,377 | 246 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 10,227 | 243 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 10,000 | 237 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Triad Wealth Partners, LLC | History | No change | 9,053 | 213 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 8,866 | 210 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Van Diest Capital, LLC | History | No change | 8,723 | 207 | 0.19% | 0.19% | 92 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Christian Investment Advisors, Inc. | History | No change | 8,706 | 206 | 0.12% | 0.12% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 8,433 | 200 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SHP Wealth Management | History | No change | 7,004 | 166 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 6,078 | 144 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 4,012 | 95 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | No change | 3,597 | 85 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,548 | 60 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 2,359 | 56 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | New | 2,374 | 55 | 0.0% | — | 101 | +2,374 | New | Q3 2026 | Oct 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,984 | 47 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 1,543 | 36 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,085 | 25 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 732 | 17 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 558 | 13 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 373 | 8 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 170 | 4 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 73 | 1 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 46 | 1 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 61 | 1 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |