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Who holds ISMD

NORTHERN LTS FD TR IV · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
Inspire Advisors, LLC1.6M$78.9M5.5%
OneAscent Financial Services LLC793.8K$39.7M1.9%
Christian Investment Advisors, Inc.336.5K$16.8M9.9%
LPL Financial LLC262.4K$13.1M0.0%
Inspire Investing, LLC206.8K$10.3M0.4%
PAX Financial Group, LLC200.8K$10.0M1.5%
Sound Financial Strategies Group, LLC78.4K$3.9M2.5%
SILVER OAK SECURITIES, INCORPORATED70.9K$3.5M0.2%
AlphaStar Capital Management, LLC70.7K$3.5M0.2%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC67.4K$3.3M0.0%
GOLDMAN SACHS GROUP INC64.5K$3.2M0.0%
CREATIVE FINANCIAL DESIGNS INC /ADV51.0K$2.6M0.1%
GTS SECURITIES LLC45.7K$2.3M0.0%
TWO SIGMA INVESTMENTS, LP42.8K$2.1M0.0%
UBS Group AG41.6K$2.1M0.0%
Simplicity Wealth,LLC40.9K$2.0M0.1%
Cetera Investment Advisers37.0K$1.9M0.0%
EverSource Wealth Advisors, LLC36.9K$1.8M0.1%
WorthPointe, LLC35.1K$1.8M0.4%
UNITED CAPITAL FINANCIAL ADVISORS, LLC34.8K$1.7M0.0%
CITADEL ADVISORS LLC32.9K$1.6M0.0%
CARLSON FINANCIAL, INC.31.7K$1.6M0.8%
Chevy Chase Trust Holdings, LLC31.3K$1.6M0.0%
LVZ, Inc.28.6K$1.4M0.1%
Focus Partners Advisor Solutions, LLC27.9K$1.4M0.0%
Bare Financial Services, Inc27.6K$1.4M0.3%
FAMILY WEALTH PARTNERS, LLC23.5K$1.2M0.4%
Cornerstone Financial Management LLC23.5K$1.2M0.9%
AE Wealth Management LLC22.4K$1.1M0.0%
JONES FINANCIAL COMPANIES LLLP20.4K$1.0M0.0%
Financial Advisory Corp19.7K$984,7640.1%
Cambridge Investment Research Advisors, Inc.19.1K$953,0000.0%
Koss-Olinger Consulting, LLC19.0K$949,3430.1%
Trust Point Inc.19.0K$947,5430.1%
COMMONWEALTH EQUITY SERVICES, LLC18.6K$928,8900.0%
Providence Financial Advisors, LLC16.7K$834,6660.5%
IFP Advisors, Inc15.3K$767,4540.0%
RMG Wealth Management LLC14.8K$746,1020.1%
Keel Point, LLC14.3K$716,5070.0%
Sterling Investment Advisors, Ltd.14.3K$714,9570.1%
RAYMOND JAMES FINANCIAL INC14.2K$710,5790.0%
CAPTRUST FINANCIAL ADVISORS13.9K$694,8200.0%
Pinnacle Financial Partners, Inc.13.7K$685,0590.0%
Faithward Advisors, LLC13.3K$662,5840.1%
Farther Finance Advisors, LLC13.2K$659,5100.0%
Revisor Wealth Management LLC11.5K$576,9800.1%
HARBOUR INVESTMENTS, INC.11.5K$573,0740.0%
OSAIC HOLDINGS, INC.11.1K$555,9730.0%
Sanctuary Advisors, LLC10.9K$545,4960.0%
Frontier Asset Management, LLC10.8K$540,3750.1%
ENVESTNET ASSET MANAGEMENT INC9.9K$496,9880.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP9.9K$495,0700.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO9.2K$462,1850.0%
Whitaker-Myers Wealth Managers, LTD.9.1K$456,3060.1%
Focus Financial Network, Inc.8.3K$414,3670.0%
Q3 Asset Management8.3K$414,0000.1%
ROYAL BANK OF CANADA7.8K$388,0000.0%
Gateway Wealth Partners, LLC7.0K$352,1680.0%
LaSalle St. Investment Advisors, LLC6.7K$332,8820.0%
MML INVESTORS SERVICES, LLC6.5K$324,1440.0%
Top Fund Holdings
13F
Top Fund Holdings

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