GLRY institutional holders

NORTHERN LTS FD TR IV · 13F, 2026Q2

Managers holding54
Shares held2,410,372
Reported value$105.0m
Quarter flows17 new, 17 added, 10 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Faithward Advisors, LLC736,729$32.2m3.9%
CREATIVE FINANCIAL DESIGNS INC /ADV521,556$22.8m1.1%
Inspire Advisors, LLC215,325$9.4m0.7%
OneAscent Financial Services LLC180,940$7.9m0.4%
LPL Financial LLC174,884$7.6m0.0%
JONES FINANCIAL COMPANIES LLLP140,290$5.9m0.0%
PFG Advisors69,547$3.0m0.2%
AE Wealth Management LLC48,362$2.1m0.0%
Cambridge Investment Research Advisors, Inc.30,160$1.3m0.0%
CARLSON FINANCIAL, INC.29,767$1.3m0.7%
Valmark Advisers, Inc.25,244$1.1m0.0%
Pinnacle Financial Partners, Inc.20,392$890,9260.0%
OSAIC HOLDINGS, INC.16,352$714,4620.0%
GTS SECURITIES LLC15,256$666,5350.0%
COMMONWEALTH EQUITY SERVICES, LLC14,902$651,0600.0%
OneAscent Wealth Management LLC14,036$613,2330.2%
SUMMIT WEALTH GROUP LLC / CO11,184$488,6290.0%
Focus Financial Network, Inc.11,156$487,4450.0%
Thrivent Financial for Lutherans10,623$464,0000.0%
Revisor Wealth Management LLC10,555$461,2040.1%
Howard Capital Management, LLC10,496$458,5700.0%
CITADEL ADVISORS LLC10,330$451,3180.0%
Cyndeo Wealth Partners, LLC7,761$339,0600.0%
Delta Investment Management, LLC7,677$335,3970.1%
EverSource Wealth Advisors, LLC7,336$320,4960.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("GLRY"). GLRY price history · All 13F data

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