Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Northern Lights Fund Trust IV - Main International ETF include AE Wealth Management LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | LPL Financial LLC | 20,867 | 21.38 | 538 | 34.59 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 297,053 | 486.62 | 7,658 | 550.55 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4,586 | 828.34 | 118 | 972.73 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 900,439 | 11.51 | 20,933 | 17.29 | ||||
| 2025-08-12 | 13F | Main Management LLC | 3,633,161 | 0.35 | 94 | 10.71 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 90,736 | 113.19 | 2,342 | 136.70 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 50,982 | 4.55 | 1,314 | 15.98 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 439 | 11 |
