Northern Lights Fund Trust IV - PTL

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$652.2M
QoQ value delta ($000)
-$33K (-0.01%)
Implied price effect (QoQ)
-0.0%
Shares
Total shares
2,281,232
QoQ shares delta
-68 (-0.0%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 1 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Inspire Advisors, LLC 93,954 328,811 6.53%
OneAscent Financial Services LLC 83,670 292,463 4.0%
LPL Financial LLC 51,489 179,978 0.01%
Plan A Wealth LLC 45,516 159,100 19.36%
CREATIVE FINANCIAL DESIGNS INC /ADV 33,641 117,590 1.6%
Christian Investment Advisors, Inc. 26,364 92,153 15.54%
Strategic Equity Management 23,039 80,533 7.74%
SILVER OAK SECURITIES, INCORPORATED 18,505 64,685 1.12%
STIFEL FINANCIAL CORP 15,086 52,732 0.01%
Geneos Wealth Management Inc. 14,108 49,316 0.29%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 12,904 45,067 0.07%
MONEYWISE, INC. 12,834 44,863 4.79%
Inspire Investing, LLC 12,022 42,022 0.49%
Belpointe Asset Management LLC 11,754 41,088 0.38%
Investment Research Partners LLC 8,593 30,037 2.91%
Legacy Wealth Asset Management, LLC 8,240 28,803 1.81%
JONES FINANCIAL COMPANIES LLLP 8,162 29,088 0.0%
GTS SECURITIES LLC 8,083 28,254 0.17%
Orgel Wealth Management, LLC 7,949 27,785 0.15%
EverSource Wealth Advisors, LLC 7,593 26,542 0.26%
Focus Partners Advisor Solutions, LLC 7,167 25,052 0.06%
FAMILY WEALTH PARTNERS, LLC 7,132 24,931 2.19%
PAX Financial Group, LLC 6,947 24,286 1.03%
GOLDMAN SACHS GROUP INC 6,579 22,998 0.0%
Focus Partners Wealth 6,332 22,133 0.01%