Northern LTS Fund Tr IV (BUYW): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 73

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$14.45

+2.6% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of BUYW (all 13F filers)

Orion Porfolio Solutions23.6 MType not verified+900 K
LPL Financial22.8 MWealth adviser+4.8 M
Main Management10.2 MInvestment firm−406 K
Osaic Holdings7.4 MWealth adviser+72 K
Envestnet Asset Management2.5 MWealth adviser−110 K
San Luis Wealth Advisors1.2 MWealth adviser+354 K
Encompass More Asset Management1.1 MType not verified+31 K
Madrona Financial Services941 KType not verified+1,386
Potomac Fund Management793 KType not verified+79 K
Virtue Capital Management614 KType not verified−11 K

Filer	Type
Orion Porfolio Solutions	Type not verified	23.6 M	+900 K	$341M
LPL Financial	Wealth adviser	22.8 M	+4.8 M	$330M
Main Management	Investment firm	10.2 M	−406 K	$147M
Osaic Holdings	Wealth adviser	7.4 M	+72 K	$107M
Envestnet Asset Management	Wealth adviser	2.5 M	−110 K	$36.6M
San Luis Wealth Advisors	Wealth adviser	1.2 M	+354 K	$17.6M
Encompass More Asset Management	Type not verified	1.1 M	+31 K	$16.3M
Madrona Financial Services	Type not verified	941 K	+1,386	$13.6M
Potomac Fund Management	Type not verified	793 K	+79 K	$11.5M
Virtue Capital Management	Type not verified	614 K	−11 K	$8.9M

Orion Porfolio Solutions
Shares
23.6 M
Change
+900 K
See more
Type
Type not verified
Value
$341M
LPL Financial
Shares
22.8 M
Change
+4.8 M
See more
Type
Wealth adviser
Value
$330M
Main Management
Shares
10.2 M
Change
−406 K
See more
Type
Investment firm
Value
$147M
Osaic Holdings
Shares
7.4 M
Change
+72 K
See more
Type
Wealth adviser
Value
$107M
Envestnet Asset Management
Shares
2.5 M
Change
−110 K
See more
Type
Wealth adviser
Value
$36.6M
San Luis Wealth Advisors
Shares
1.2 M
Change
+354 K
See more
Type
Wealth adviser
Value
$17.6M
Encompass More Asset Management
Shares
1.1 M
Change
+31 K
See more
Type
Type not verified
Value
$16.3M
Madrona Financial Services
Shares
941 K
Change
+1,386
See more
Type
Type not verified
Value
$13.6M
Potomac Fund Management
Shares
793 K
Change
+79 K
See more
Type
Type not verified
Value
$11.5M
Virtue Capital Management
Shares
614 K
Change
−11 K
See more
Type
Type not verified
Value
$8.9M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗