Data as of Q4 2025 (Dec 31, 2025)
ISMD

NORTHERN LTS FD TR IV

Institutional Ownership · Q4 2025

Filing: Q4 2025

NORTHERN LTS FD TR IV (ISMD) is held by 279 institutional investors with combined holdings of $5.1B. Major holders include Orion Porfolio Solutions,, LPL Financial LLC, OSAIC HOLDINGS, INC..

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Institutional Holders
279
Total Value
$5.1B
Ownership %
—

🏦 Top Institutional Holders

Orion Porfolio Solutions, LLC
42.6M shares
$1.5B
LPL Financial LLC
21.3M shares
$569.8M
OSAIC HOLDINGS, INC.
15.2M shares
$557.6M
Kingsview Wealth Management, LLC
16.8M shares
$493.7M
Main Management LLC
15.1M shares
$318.7M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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