PTL NORTHERN LTS FD TR IV
FollowETF (fund)
Filings received so far for Q3 2026: 9 13F filers report a position in PTL shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Plan A Wealth LLC | 167,462 | $45.6M | 16.27% | +8,362 | 13F-HRTimeline |
| Legacy Wealth Asset Management, LLC | 29,527 | $8.04M | 1.76% | +724 | 13F-HRTimeline |
| Pioneer Wealth Management Group | 5,784 | $1.57M | 0.37% | +159 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 3,714 | $1.01M | 0.01% | +208 | 13F-HRTimeline |
| First Heartland Consultants, Inc. | 2,899 | $789K | 0.05% | +55 | 13F-HRTimeline |
| Whitaker-Myers Wealth Managers, LTD. | 2,590 | $705K | 0.11% | +275 | 13F-HRTimeline |
| Gradient Investments LLCin group Gradient Investments LLC | 1,606 | $437K | 0.01% | new | 13F-HRTimelineGroup |
| MRA Advisory Group | 1,051 | $286K | 0.11% | -349 | 13F-HRTimeline |
| CX Institutional | 994 | $271K | 0.01% | -68 | 13F-HRTimeline |