As of 30 Sep 2025, 108 institutional investors reported holding 35,931,772 shares of NORTHERN LTS FD TR IV - MAIN SECTR ROTN (SECT).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 141,236 | $9,113,937 | +$440,540 | $64.53 | 5 |
| 2025 Q3 | 35,931,772 | $2,264,320,660 | +$47,898,393 | $63.02 | 108 |
| 2025 Q2 | 35,425,622 | $2,057,587,448 | +$348,184,089 | $58.07 | 100 |
| 2025 Q1 | 46,821,298 | $2,387,691,224 | -$347,452,642 | $51.06 | 93 |
| 2024 Q4 | 35,755,148 | $1,965,224,505 | +$47,172,019 | $54.96 | 93 |
| 2024 Q3 | 33,711,123 | $1,812,661,839 | +$17,091,254 | $53.77 | 83 |
| 2024 Q2 | 33,168,746 | $1,694,289,693 | +$258,648,258 | $51.09 | 82 |
| 2024 Q1 | 28,135,258 | $1,417,434,625 | +$143,096,485 | $50.38 | 70 |
| 2023 Q4 | 59,143 | $2,753,132 | $46.55 | 1 | |
| 2023 Q3 | 22,527,440 | $948,187,539 | +$36,445,488 | $42.09 | 62 |
| 2023 Q2 | 21,951,646 | $945,926,836 | +$62,465,208 | $43.09 | 58 |
| 2023 Q1 | 20,474,954 | $831,248,625 | +$13,665,262 | $40.60 | 49 |
| 2022 Q4 | 20,133,291 | $782,722,686 | +$23,635,192 | $38.79 | 45 |
| 2022 Q3 | 19,236,737 | $684,816,978 | -$1,453,455 | $35.54 | 42 |
| 2022 Q2 | 19,012,380 | $691,485,421 | -$15,320,933 | $36.37 | 37 |
| 2022 Q1 | 19,896,297 | $844,701,947 | -$19,695,292 | $42.55 | 39 |
| 2021 Q4 | 19,997,995 | $896,637,335 | +$40,557,433 | $44.87 | 39 |
| 2021 Q3 | 19,000,467 | $774,389,733 | +$25,473,381 | $40.70 | 32 |
| 2021 Q2 | 18,353,736 | $756,589,362 | +$31,365,944 | $41.21 | 29 |
| 2021 Q1 | 17,594,202 | $673,683,208 | +$61,082,110 | $38.27 | 26 |
| 2020 Q4 | 16,004,997 | $561,373,993 | -$29,655,110 | $35.05 | 23 |
| 2020 Q3 | 16,851,882 | $523,469,440 | -$34,852,377 | $31.05 | 22 |
| 2020 Q2 | 17,975,737 | $508,901,423 | +$15,205,079 | $28.29 | 18 |
| 2020 Q1 | 17,574,936 | $427,081,355 | +$395,062,107 | $24.29 | 21 |
| 2019 Q4 | 1,019,654 | $31,501,973 | -$1,146,652 | $30.88 | 20 |
| 2019 Q3 | 1,369,773 | $39,869,946 | -$1,447,619 | $29.09 | 22 |
| 2019 Q2 | 1,421,092 | $40,921,967 | +$17,900,119 | $28.80 | 20 |
| 2019 Q1 | 799,852 | $22,158,207 | +$6,919,826 | $27.70 | 18 |
| 2018 Q4 | 556,058 | $13,590,862 | -$10,116,956 | $24.31 | 16 |
| 2018 Q3 | 862,969 | $25,059,400 | -$2,669,998 | $29.09 | 22 |
| 2018 Q2 | 848,911 | $23,626,960 | +$5,952,305 | $27.84 | 15 |
| 2018 Q1 | 635,354 | $17,547,258 | +$2,852,864 | $27.61 | 13 |
| 2017 Q4 | 532,193 | $14,552,926 | +$10,246,186 | $27.35 | 14 |
| 2017 Q3 | 142,883 | $3,697,000 | +$3,697,000 | $25.88 | 7 |