BUYW institutional holders

NORTHERN LTS FD TR IV · 13F, 2026Q2

Managers holding71
Shares held76,924,765
Reported value$1.1bn
Quarter flows14 new, 37 added, 16 trimmed, 14 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Orion Porfolio Solutions, LLC23,594,578$340.9m2.6%
LPL Financial LLC22,846,738$330.1m0.1%
Main Management LLC10,166,319$146.9m9.9%
OSAIC HOLDINGS, INC.7,411,816$107.1m0.1%
ENVESTNET ASSET MANAGEMENT INC2,534,773$36.6m0.0%
San Luis Wealth Advisors LLC1,220,457$17.6m2.7%
Encompass More Asset Management1,129,401$16.3m2.4%
Madrona Financial Services, LLC941,305$13.6m2.5%
POTOMAC FUND MANAGEMENT INC /ADV792,716$11.5m0.3%
Virtue Capital Management, LLC614,069$8.9m1.2%
AMG Asset Management Group, Inc.582,661$8.4m5.3%
Cambridge Investment Research Advisors, Inc.510,964$7.4m0.0%
Ashton Thomas Private Wealth, LLC416,325$6.0m0.1%
Echo45 Advisors LLC344,192$5.0m2.6%
GWN SECURITIES INC.287,577$4.2m0.7%
World Investment Advisors259,061$3.7m0.1%
Copley Financial Group, Inc.245,634$3.5m2.1%
Cetera Investment Advisers240,604$3.5m0.0%
Global Retirement Partners, LLC217,126$3.1m0.0%
Tactive Advisors, LLC207,434$3.0m0.7%
Pine Valley Investments Ltd Liability Co182,142$2.6m0.1%
Dynamic Advisor Solutions LLC179,870$2.6m0.1%
INTEGRITY ALLIANCE, LLC.168,750$2.4m0.1%
Sonoma Allocations LLC161,272$2.3m0.7%
INDEPENDENT FINANCIAL GROUP, LLC160,679$2.3m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("BUYW"). BUYW price history · All 13F data

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