13FBOX
NORTHERN LTS FD TR IV · 13F 机构持仓分析
期权收益计算器 机构排行
N

NORTHERN LTS FD TR IV

FDLS
持有机构数
48
机构合计市值 (Q2 2026)
$1.33亿
机构合计股数 (Q2 2026)
314.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+108.5万股
38 · 17 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-12.8万股
13 · 5 清仓 · ≈
⚖️ 净额
+95.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.33亿
持有机构数
48
新买入
17
加仓
21
减仓
8
清仓
5
持股不变
2
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Inspire Advisors, LLC
3.56%2.31%#1$5,157.0万122.0万股$2,832.1万76.7万股+45.4万股+59.18%加仓
CREATIVE FINANCIAL DESIGNS INC /ADV
0.91%0.61%#4$1,914.4万45.3万股$1,002.8万27.1万股+18.1万股+66.83%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#27$773.3万18.3万股$474.8万12.9万股+5.4万股+42.32%加仓
Strategic Equity Management
2.32%1.89%#2$691.7万16.4万股$503.6万13.6万股+2.7万股+20.03%加仓
AE财富管理AE Wealth Management LLC
0.02%0.02%#18$457.4万10.8万股$343.2万9.3万股+1.5万股+16.48%加仓
PAX Financial Group, LLC
0.64%0.64%#5$431.4万10.2万股$377.3万10.2万股-81股-0.08%减仓
Inspire Investing, LLC
0.17%#11$421.5万10.0万股$00股+10.0万股新买入
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#36$403.3万9.5万股$104.5万2.8万股+6.7万股+237.16%加仓
MONEYWISE, INC.
1.37%1.18%#3$368.2万8.7万股$270.0万7.3万股+1.4万股+19.18%加仓
Belpointe 资产管理Belpointe Asset Management LLC
0.11%0.11%#14$332.2万7.9万股$288.3万7.8万股+540股+0.69%加仓
OneAscent Financial Services LLC
0.14%0.13%#13$293.4万6.9万股$240.9万6.5万股+4,203股+6.45%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#22$258.4万6.1万股$196.0万5.3万股+8,070股+15.21%加仓
Frontier Asset Management, LLC
0.34%0.51%#6$190.5万4.5万股$241.6万6.5万股-2.0万股-31.11%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#34$181.8万4.3万股$229.9万6.2万股-1.9万股-30.89%减仓
Valmark顾问Valmark Advisers, Inc.
0.02%0.02%#19$151.0万3.6万股$132.4万3.6万股-117股-0.33%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#35$148.5万3.5万股$131.4万3.6万股-441股-1.24%减仓
Revisor Wealth Management LLC
0.27%0.13%#7$112.8万2.7万股$45.3万1.2万股+1.4万股+117.56%加仓
Simplicity Wealth,LLC
0.03%#17$97.5万2.3万股$00股+2.3万股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#29$87.6万2.1万股$32.1万8,693股+1.2万股+138.54%加仓
Discipline Wealth Solutions, LLC
0.07%#15$85.5万2.0万股$00股+2.0万股新买入
Pinnacle金融合伙人Pinnacle Financial Partners, Inc.
0.01%<0.01%#23$81.8万1.9万股$26.5万7,169股+1.2万股+169.86%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#43$65.8万1.6万股$00股+1.6万股新买入
城堡顾问CITADEL ADVISORS LLC
<0.01%#42$64.7万1.5万股$00股+1.5万股新买入
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#32$63.6万1.5万股$40.5万1.1万股+4,092股+37.35%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
<0.01%<0.01%#26$58.0万1.4万股$83.9万2.3万股-8,980股-39.55%减仓
布朗顾问BROWN ADVISORY INC
<0.01%#31$50.4万1.2万股$00股+1.2万股新买入
Geneos财富管理Geneos Wealth Management Inc.
0.01%0.01%#21$41.1万9,717股$35.5万9,600股+117股+1.22%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#33$37.4万8,846股$27.1万7,340股+1,506股+20.52%加仓
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%<0.01%#28$36.4万8,609股$35.9万9,716股-1,107股-11.39%减仓
Optivise Advisory Services LLC
0.18%0.2%#10$35.4万8,372股$32.5万8,808股-436股-4.95%减仓
Schwallier Wealth Management LLC
0.2%#8$31.8万7,519股$00股+7,519股新买入
Ascentis Independent Advisors
0.04%0.02%#16$27.2万7,375股$27.2万7,375股00.00%持仓不变
Integrated Advisors Network LLC
0.01%0.01%#20$23.7万5,602股$20.7万5,602股00.00%持仓不变
Stifel金融STIFEL FINANCIAL CORP
<0.01%#40$22.3万5,271股$00股+5,271股新买入
Van Diest Capital, LLC
0.18%#9$20.6万4,877股$00股+4,877股新买入
LITTLEJOHN FINANCIAL SERVICES, INC.
0.15%#12$20.3万4,797股$00股+4,797股新买入
AdvisorNet Financial, Inc
0.01%<0.01%#24$11.6万2,735股$1.2万315股+2,420股+768.25%加仓
EverSource Wealth 顾问EverSource Wealth Advisors, LLC
<0.01%<0.01%#25$9.7万2,295股$8.5万2,294股+1股+0.04%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%#38$6.5万1,548股$00股+1,548股新买入
O'Shaughnessy资产管理O'SHAUGHNESSY ASSET MANAGEMENT, LLC
<0.01%#41$4.0万942股$00股+942股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#47$2.6万612股$2.1万608股+4股+0.66%加仓
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#39$2.4万558股$36910股+548股+5,480.00%加仓
Ameritas咨询服务Ameritas Advisory Services, LLC
<0.01%#37$1.7万405股$00股+405股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%#46$1.4万340股$00股+340股新买入
Institute for Wealth Management, LLC.
<0.01%#30$1.0万237股$00股+237股新买入
富达投资FMR LLC
<0.01%<0.01%#48$4,441105股$1,99754股+51股+94.44%加仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%#45$2,50759股$00股+59股新买入
Main Street Group, LTD
<0.01%#44$1273股$00股+3股新买入

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