Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / MAIN SECTR ROTN
-
Total 13F shares
-
395,664
-
Share change
-
+30,363
-
Total reported value
-
$25,542,530
-
Price per share
-
$64.53
-
Number of holders
-
16
-
Value change
-
+$1,968,816
-
Number of buys
-
8
-
Number of sells
-
7
Institutional Holders of NORTHERN LTS FD TR IV - MAIN SECTR ROTN (SECT) as of Q4 2025
As of 31 Dec 2025,
NORTHERN LTS FD TR IV - MAIN SECTR ROTN (SECT) was held by
16 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
395,664 shares.
The largest 10 holders included
Spire Wealth Management, Tactive Advisors, LLC, Balefire, LLC, WORLD EQUITY GROUP, INC., Fiduciary Alliance LLC, BAM Wealth Management, LLC, Signal Advisors Wealth, LLC, TCP Asset Management, LLC, SILVER OAK SECURITIES, INCORPORATED, and SIGNATUREFD, LLC.
This page lists
16
institutional shareholders reporting positions in this security
for the Q4 2025 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.