PTL · Insider trading · 13F holders · Congress trades
Northern Lts Fd Tr IV (PTL)
Who is buying and selling PTL: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 34
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
PTL at a glance
- No open-market insider purchases or sales of PTL were filed in the last 90 days.
- 34 13F filers hold PTL among their 50 largest positions, worth $433.3M combined. The biggest bets by portfolio weight are Plan A Wealth LLC (16.3%), Christian Investment Advisors, Inc. (15.5%) and Strategic Equity Management (7.7%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
- No member of Congress has disclosed a trade in PTL.
PTL insider trading
No open-market insider purchases or sales of PTL were filed in the last 90 days.
Who owns PTL? Hedge funds and superinvestors
34 13F filers hold PTL among their 50 largest positions, worth $433.3M combined. The biggest bets by portfolio weight are Plan A Wealth LLC (16.3%), Christian Investment Advisors, Inc. (15.5%) and Strategic Equity Management (7.7%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Inspire Advisors, LLCWealth manager | 6.5% | $94.0M | 328,811 | +23.2% shares | Q2 2026 |
| OneAscent Financial Services LLCWealth manager | 4.0% | $83.7M | 292,463 | +2.6% shares | Q2 2026 |
| Plan A Wealth LLCWealth manager | 16.3% | $45.6M | 167,462 | +5.3% shares | Q3 2026 |
| Creative Financial Designs Inc /advInvestment manager | 1.6% | $33.6M | 117,590 | -19.8% shares | Q2 2026 |
| Christian Investment Advisors, Inc.Wealth manager | 15.5% | $26.4M | 92,153 | -0.9% shares | Q2 2026 |
| Strategic Equity ManagementWealth manager | 7.7% | $23.0M | 80,533 | +58.3% shares | Q2 2026 |
| Silver Oak Securities, IncorporatedWealth manager | 1.1% | $18.5M | 64,685 | +3.3% shares | Q2 2026 |
| Moneywise, Inc.Investment manager | 4.8% | $12.8M | 44,863 | +45.9% shares | Q2 2026 |
| Belpointe Asset Management LLCWealth manager | 0.4% | $11.8M | 41,088 | — | Q2 2026 |
| Inspire Investing, LLCMutual fund manager | 0.5% | $11.0M | 40,357 | -4.0% shares | Q3 2026 |
| Investment Research Partners LLCInstitutional asset manager | 2.8% | $8.4M | 30,812 | +2.6% shares | Q3 2026 |
| Legacy Wealth Asset Management, LLCWealth manager | 1.8% | $8.0M | 29,527 | +2.5% shares | Q3 2026 |
| Orgel Wealth Management, LLCWealth manager | 0.1% | $7.4M | 27,205 | -2.1% shares | Q3 2026 |
| PAX Financial Group, LLCWealth manager | 1.0% | $6.9M | 24,286 | +0.8% shares | Q2 2026 |
| Family Wealth Partners, LLCWealth manager | 2.1% | $6.9M | 25,470 | +2.2% shares | Q3 2026 |
| Frontier Asset Management, LLCInstitutional asset manager | 1.1% | $5.9M | 21,603 | +2.9% shares | Q3 2026 |
| Sound Financial Strategies Group, LLCWealth manager | 2.6% | $4.1M | 14,456 | +1.5% shares | Q2 2026 |
| Pettinga Financial Advisors LLCWealth manager | 0.7% | $4.0M | 14,664 | -2.4% shares | Q3 2026 |
| Tulsa Wealth Advisors, INCWealth manager | 0.5% | $3.4M | 11,979 | +9.9% shares | Q2 2026 |
| LifeGuide Financial Advisors, LLCWealth manager | 0.8% | $3.0M | 11,052 | +4.9% shares | Q3 2026 |
| Optivise Advisory Services LLCWealth manager | 1.1% | $2.2M | 8,007 | +19.5% shares | Q3 2026 |
| SageOak Financial, LLCWealth manager | 1.1% | $1.6M | 5,960 | +9.3% shares | Q3 2026 |
| Pioneer Wealth Management GroupWealth manager | 0.4% | $1.6M | 5,784 | +2.8% shares | Q3 2026 |
| Carlson Financial, Inc.Wealth manager | 0.8% | $1.5M | 5,244 | +1.2% shares | Q2 2026 |
| Gambit Capital Management, LLCWealth manager | 0.7% | $1.2M | 4,112 | — | Q2 2026 |
| Schwallier Wealth Management LLCWealth manager | 0.7% | $1.1M | 3,866 | -0.3% shares | Q2 2026 |
| Van Diest Capital, LLCWealth manager | 1.0% | $1.1M | 3,815 | +43.5% shares | Q2 2026 |
| RMG Wealth Management LLCWealth manager | 0.1% | $1.0M | 3,756 | — | Q3 2026 |
| OneAscent Wealth Management LLCWealth manager | 0.2% | $780K | 2,728 | -17.5% shares | Q2 2026 |
| Larry Mathis Financial Planning, LLCWealth manager | 0.7% | $773K | 2,840 | +0.0% shares | Q3 2026 |
The 30 largest of 34 positions, by value. Each manager counts with its latest 13F (Q3 2026: 15, Q2 2026: 19). Screen PTL in the grand portfolio →
PTL stock trades by members of Congress
No member of Congress has disclosed a trade in PTL.
PTL questions and answers
Are insiders buying PTL stock?
No open-market insider purchases or sales of PTL were filed in the last 90 days.
Which hedge funds own PTL?
34 13F filers hold PTL among their 50 largest positions, worth $433.3M combined. The biggest bets by portfolio weight are Plan A Wealth LLC (16.3%), Christian Investment Advisors, Inc. (15.5%) and Strategic Equity Management (7.7%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
Has Congress traded PTL?
No member of Congress has disclosed a trade in PTL.
Who is the largest holder of PTL?
Among 13F filers, Inspire Advisors, LLC reports the largest PTL position, $94.0M (328,811 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Plan A Wealth LLC's: 16.3% of its portfolio.
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