Vault-13

NORTHERN LTS FD TR IV

INVERSE CRAMER · CUSIP 66538H146

1 institutional holders
26,23126.2k shares reported held*
$620.2kreported value*

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $23.64.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

024Q1 23: 3Q2 23: 3Q3 23: 4Q4 23: 4Q1 24: 0Q2 24: 0Q3 24: 0Q4 24: 0Q1 25: 0Q2 25: 0Q3 25: 0Q4 25: 0Q1 26: 0Q2 26: 11Q1 23Q4 23Q3 24Q2 25Q2 26
Numbers
QuarterHolders
Q1 20233
Q2 20233
Q3 20234
Q4 20234
Q1 20240
Q2 20240
Q3 20240
Q4 20240
Q1 20250
Q2 20250
Q3 20250
Q4 20250
Q1 20260
Q2 20261

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q2 23: 1 bought or addedQ2 23: 1 cut or sold outQ2 23Q3 23: 2 bought or addedQ3 23: 1 cut or sold outQ3 23Q4 23: 2 bought or addedQ4 23: 1 cut or sold outQ4 23Q1 24: 0 bought or addedQ1 24: 4 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q2 202311
Q3 202321
Q4 202321
Q1 202404

Biggest buyers

RMG Wealth Management LLC New +26,231+26.2k

Biggest sellers

None

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RMG Wealth Management LLC 0.06% of their portfolio PLATTEVILLE, WI 26,23126.2k $620.2k $620.2k 0.06% New