As of 30 Sep 2025, 108 institutional investors reported holding 35,931,793 shares of NORTHERN LTS FD TR IV - MAIN SECTR ROTN (SECT).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 843,947 | $54,470,213 | +$1,857,822 | $64.53 | 19 |
| 2025 Q3 | 35,931,793 | $2,264,475,359 | +$48,154,353 | $63.02 | 108 |
| 2025 Q2 | 35,421,581 | $2,057,587,213 | +$347,825,409 | $58.07 | 100 |
| 2025 Q1 | 47,042,585 | $2,398,990,138 | -$347,537,752 | $51.06 | 94 |
| 2024 Q4 | 53,835,764 | $2,959,102,532 | +$49,477,934 | $54.96 | 95 |
| 2024 Q3 | 51,749,834 | $2,782,603,311 | +$2,387,122 | $53.77 | 85 |
| 2024 Q2 | 51,533,160 | $2,632,527,718 | +$249,055,810 | $51.09 | 85 |
| 2024 Q1 | 46,631,416 | $2,349,271,064 | +$142,618,159 | $50.38 | 72 |
| 2023 Q4 | 43,541,069 | $2,013,169,717 | +$92,496,920 | $46.55 | 67 |
| 2023 Q3 | 41,405,915 | $1,742,784,633 | +$58,950,333 | $42.09 | 64 |
| 2023 Q2 | 39,784,836 | $1,714,359,008 | +$89,165,606 | $43.09 | 60 |
| 2023 Q1 | 37,660,847 | $1,528,995,900 | +$711,412,547 | $40.60 | 50 |
| 2022 Q4 | 20,165,269 | $783,963,113 | +$24,875,613 | $38.79 | 46 |
| 2022 Q3 | 19,236,737 | $684,816,881 | -$1,453,453 | $35.54 | 42 |
| 2022 Q2 | 19,012,380 | $691,485,867 | -$13,456,725 | $36.37 | 37 |
| 2022 Q1 | 19,896,297 | $844,701,573 | -$17,400,011 | $42.55 | 39 |
| 2021 Q4 | 20,009,818 | $897,167,833 | +$40,557,442 | $44.87 | 40 |
| 2021 Q3 | 19,000,467 | $774,389,733 | +$25,473,383 | $40.70 | 32 |
| 2021 Q2 | 18,353,736 | $756,589,362 | +$31,365,954 | $41.21 | 29 |
| 2021 Q1 | 17,594,202 | $673,683,208 | +$61,082,088 | $38.27 | 26 |
| 2020 Q4 | 16,004,997 | $561,373,993 | -$29,655,083 | $35.05 | 23 |
| 2020 Q3 | 16,851,882 | $523,469,440 | -$34,852,404 | $31.05 | 22 |
| 2020 Q2 | 17,975,737 | $508,901,423 | +$10,535,662 | $28.29 | 18 |
| 2020 Q1 | 17,574,936 | $427,081,355 | +$395,062,517 | $24.29 | 21 |
| 2019 Q4 | 1,135,422 | $35,076,973 | -$6,846,562 | $30.88 | 21 |
| 2019 Q3 | 1,368,491 | $39,833,946 | -$1,453,444 | $29.09 | 21 |
| 2019 Q2 | 1,421,092 | $40,921,967 | +$17,917,524 | $28.80 | 20 |
| 2019 Q1 | 799,852 | $22,158,207 | +$6,919,836 | $27.70 | 18 |
| 2018 Q4 | 556,058 | $13,590,862 | -$10,116,946 | $24.31 | 16 |
| 2018 Q3 | 862,969 | $25,059,400 | +$437,586 | $29.09 | 22 |
| 2018 Q2 | 848,911 | $23,626,960 | +$5,952,308 | $27.84 | 15 |
| 2018 Q1 | 635,354 | $17,547,258 | +$2,852,866 | $27.61 | 13 |
| 2017 Q4 | 532,193 | $14,552,926 | +$10,246,182 | $27.35 | 14 |
| 2017 Q3 | 142,883 | $3,697,000 | +$3,697,000 | $25.88 | 7 |