SECT institutional holders

NORTHERN LTS FD TR IV · 13F, 2026Q2

Managers holding127
Shares held37,480,299
Reported value$2.7bn
Quarter flows25 new, 48 added, 38 trimmed, 11 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Orion Porfolio Solutions, LLC17,402,704$1.3bn9.6%
OSAIC HOLDINGS, INC.6,193,703$446.3m0.5%
LPL Financial LLC5,688,149$409.9m0.1%
ENVESTNET ASSET MANAGEMENT INC1,389,250$100.1m0.0%
POTOMAC FUND MANAGEMENT INC /ADV845,221$60.9m1.5%
CreativeOne Wealth, LLC647,836$46.7m1.0%
GeoWealth Management, LLC613,483$44.2m1.4%
Main Management LLC392,324$28.3m1.9%
Copley Financial Group, Inc.384,988$27.7m16.8%
Cetera Investment Advisers346,474$25.0m0.0%
Madrona Financial Services, LLC261,358$18.8m3.5%
Mutual Advisors, LLC246,758$17.8m0.3%
INTEGRITY ALLIANCE, LLC.216,151$15.6m0.5%
Encompass More Asset Management176,200$12.7m1.8%
Silver Grove Financial Group, Inc.162,820$11.7m6.3%
Cambridge Investment Research Advisors, Inc.157,306$11.3m0.0%
AMG Asset Management Group, Inc.153,480$11.1m6.9%
Ausdal Financial Partners, Inc.134,956$9.7m0.4%
Atria Investments, Inc116,376$8.4m0.1%
HARBOUR INVESTMENTS, INC.116,026$8.4m0.1%
Spire Wealth Management106,703$7.7m0.2%
Triad Wealth Partners, LLC103,495$7.4m0.4%
Envestnet Portfolio Solutions, Inc.86,525$6.2m0.0%
Virtue Capital Management, LLC85,721$6.2m0.8%
Geneos Wealth Management Inc.77,629$5.6m0.1%

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

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