Security key
66538H591
NORTHERN LTS FD TR IV - MAIN SECTR ROTN (SECT)
CUSIP: 66538H591
Q1 2023 13F Holders as of 31 Mar 2023
- Type / Class
- Equity / MAIN SECTR ROTN
- Total 13F shares
- 37,660,847
- Share change
- +17,526,551
- Total reported value
- $1,528,995,900
- Price per share
- $40.60
- Number of holders
- 50
- Value change
- +$711,412,547
- Number of buys
- 36
- Number of sells
- 20
Report period
Q1 2023
Institutions
50
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 66538H591
Recent filing periods:
Top shareholders of SECT - NORTHERN LTS FD TR IV - MAIN SECTR ROTN (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of NORTHERN LTS FD TR IV - MAIN SECTR ROTN (SECT) as of Q1 2023
As of 31 Mar 2023,
NORTHERN LTS FD TR IV - MAIN SECTR ROTN (SECT) was held by
50 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
37,660,847 shares.
The largest 10 holders included
Orion Porfolio Solutions, LLC, Orion Portfolio Solutions, LLC, ADVISOR GROUP HOLDINGS, INC., ENVESTNET ASSET MANAGEMENT INC, Main Management LLC, WealthPLAN Partners, LLC, LPL Financial LLC, Atria Wealth Solutions, Inc., Mutual Advisors, LLC, and TOWNSQUARE CAPITAL LLC.
This page lists
50
institutional shareholders reporting positions in this security
for the Q1 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2023 vs Q4 2022 Across Filers
Q4 2022 holders
46
Q1 2023 holders
50
Holder diff
4
| Investor | Q4 2022 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q4 2022 Value $ | Q1 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.