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

NORTHERN LTS FD TR IV

Institutional Ownership · Q4 2025

Filing: Q4 2025

NORTHERN LTS FD TR IV (PTL) is held by 106 institutional investors with combined holdings of $1.3B. Major holders include Brookstone Capital Manage, Kingsview Wealth Manageme, Plan A Wealth LLC.

💰 Dark Pool Activity👤 Insider Trades
Institutional Holders
106
Total Value
$1.3B
Ownership %
—

🏦 Top Institutional Holders

Brookstone Capital Management
17.7M shares
$553.8M
Kingsview Wealth Management, LLC
12.7M shares
$373.7M
Plan A Wealth LLC
141.9K shares
$35.2M
LPL Financial LLC
113.0K shares
$28.1M
OneAscent Financial Services LLC
102.5K shares
$25.4M

📊 Financials

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

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