PTL NORTHERN LTS FD TR IV: institutional ownership and insider trading
124 funds reported holding $659M of NORTHERN LTS FD TR IV in their latest 13F filings; in Q2 2026 funds net bought $76.9M, with 27 new positions and 8 funds selling out.
Famous investors holding PTL
- Ken Griffin (Citadel Advisors): $4.37M, 0.0% of the portfolio
Largest institutional holders of PTL
- Inspire Advisors, LLC — $94.0M
- OneAscent Financial Services LLC — $83.7M
- LPL Financial LLC — $51.5M
- Plan A Wealth LLC — $45.6M
- CREATIVE FINANCIAL DESIGNS INC /ADV — $33.6M
- Christian Investment Advisors, Inc. — $26.4M
- Strategic Equity Management — $23.0M
- SILVER OAK SECURITIES, INCORPORATED — $18.5M
- STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) — $15.1M
- Geneos Wealth Management Inc. — $14.1M