Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / MAIN SECTR ROTN
-
Total 13F shares
-
22,527,440
-
Share change
-
+866,512
-
Total reported value
-
$948,187,539
-
Price per share
-
$42.09
-
Number of holders
-
62
-
Value change
-
+$36,445,488
-
Number of buys
-
32
-
Number of sells
-
25
Institutional Holders of NORTHERN LTS FD TR IV - MAIN SECTR ROTN (SECT) as of Q3 2023
As of 30 Sep 2023,
NORTHERN LTS FD TR IV - MAIN SECTR ROTN (SECT) was held by
62 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
22,527,440 shares.
The largest 10 holders included
Orion Portfolio Solutions, LLC, Orion Porfolio Solutions, LLC, Madrona Financial Services, LLC, TOWNSQUARE CAPITAL LLC, ENVESTNET ASSET MANAGEMENT INC, Main Management LLC, LPL Financial LLC, GeoWealth Management, LLC, WealthPLAN Partners, LLC, and Envestnet Portfolio Solutions, Inc..
This page lists
63
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.