Latest Period
Q2 2026
Security Snapshot
NORTHERN LTS FD TR IV - INSPIRE 500 ETF (PTL) Institutional Ownership
CUSIP: 66537J796
13F Institutional Holders and Ownership History from Q1 2024 to Q2 2026
Institutions Reporting
122
Shares (Excl. Options)
2,281,314
Price
$286.09
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- Security type / class
- Equity / INSPIRE 500 ETF
- Symbol
- PTL
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 2,281,314
- Total 13F value
- $652,283,409
- Portfolio coverage rank
- 0.01%
- Share change
- +268,863
- Value change
- +$78,249,674
- Number of holders
- 122
- SEC-reported price per share
- $278.20
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- PTL - NORTHERN LTS FD TR IV - INSPIRE 500 ETF is tracked under CUSIP 66537J796.
- 122 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 104 to 122 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $505,953,963 to $652,283,409.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 122 institutions filings for Q2 2026.
Security key
66537J796
Latest holder period
Q2 2026
13F holders
122
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 66537J796:
As of 30 Jun 2026, 122 institutional investors reported holding 2,281,314 shares of NORTHERN LTS FD TR IV - INSPIRE 500 ETF (PTL).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
10
Latest
Q2 2026
Rows shown
1-10 of 10
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 2,281,314 | $652,283,409 | +$78,249,674 | $286.09 | 122 |
| 2026 Q1 | 2,017,002 | $505,953,963 | +$115,972,960 | $250.56 | 104 |
| 2025 Q4 | 1,548,921 | $384,604,873 | +$50,922,075 | $248.19 | 90 |
| 2025 Q3 | 1,339,819 | $333,887,375 | +$6,948,754 | $249.25 | 83 |
| 2025 Q2 | 1,277,492 | $292,873,787 | +$49,660,675 | $229.30 | 69 |
| 2025 Q1 | 1,060,993 | $218,851,428 | +$25,916,013 | $205.50 | 52 |
| 2024 Q4 | 933,935 | $199,154,537 | +$73,081,977 | $213.30 | 44 |
| 2024 Q3 | 519,837 | $110,995,178 | -$14,887,504 | $213.52 | 29 |
| 2024 Q2 | 601,734 | $119,685,121 | +$115,007,810 | $198.76 | 21 |
| 2024 Q1 | 23,473 | $4,746,697 | +$4,746,697 | $202.37 | 4 |