NORTHERN LTS FD TR IV

$PTL
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Institutional coverage

96 13F filers hold $PTL.

13F holders
96
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

3 holders · Q1 2026

$PTL is held by 3 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.12%, with an average of 0.05% of portfolio. Largest holder: Fiduciary Alliance LLC at 0.12%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Fiduciary Alliance LLC
0.12% NEW
α +16.8pts
02
Courier Capital LLC
0.02% held
α +14.9pts
03
Principal Securities, Inc.
0.00% held
α +21.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 96 · Source: 13F-HR
01
Svb Financial Group
2.24% of portfolio
293,228 sh
02
Rings Capital Management LLC
3.87% of portfolio
285,074 sh
03
Ballast Advisors LLC
5.45% of portfolio
266,885 sh
04
Hm Payson & Co.
18.24% of portfolio
151,974 sh
05
Plan A Wealth LLC
17.23% of portfolio
141,890 sh
06
Taconic Capital Advisors LP
0.01% of portfolio
132,129 sh
07
Clearview Wealth Advisors LLC
4.79% of portfolio
101,748 sh
08
Jag Capital Management, LLC
1.15% of portfolio
62,611 sh
09
Barrow Hanley Mewhinney & Strauss LLC
0.01% of portfolio
51,362 sh
10
Hoya Capital Real Estate, LLC
0.26% of portfolio
44,892 sh
See all 96 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $PTL in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $PTL in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:37 UTC.