Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / MAIN SECTR ROTN
-
Total 13F shares
-
35,755,148
-
Share change
-
+856,255
-
Total reported value
-
$1,965,224,505
-
Price per share
-
$54.96
-
Number of holders
-
93
-
Value change
-
+$47,172,019
-
Number of buys
-
53
-
Number of sells
-
34
Institutional Holders of NORTHERN LTS FD TR IV - MAIN SECTR ROTN (SECT) as of Q4 2024
As of 31 Dec 2024,
NORTHERN LTS FD TR IV - MAIN SECTR ROTN (SECT) was held by
93 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
35,755,148 shares.
The largest 10 holders included
Orion Porfolio Solutions, LLC, Orion Portfolio Solutions, LLC, OSAIC HOLDINGS, INC., LPL Financial LLC, Integrated Wealth Concepts LLC, ENVESTNET ASSET MANAGEMENT INC, POTOMAC FUND MANAGEMENT INC /ADV, TOWNSQUARE CAPITAL LLC, CreativeOne Wealth, LLC, and Madrona Financial Services, LLC.
This page lists
95
institutional shareholders reporting positions in this security
for the Q4 2024 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.