Institutional Ownership Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL). We have compiled data on the 123 institutions that hold shares in the stock, with a total of 5.47 Million shares, which have been reported (via 13F filing form) to have a value of $227 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
927,779
shares
|
$38.5 Million
5.01% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
410,026
shares
|
$17 Million
6.41% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
389,245
shares
|
$16.1 Million
0.01% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Feb 05, 2025 Q4 2024 |
329,346
shares
|
$13.7 Million
9.27% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
205,679
shares
|
$8.53 Million
0.27% of portfolio
|
Q4 2024
Reduced 17.76%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
194,714
shares
|
$8.08 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.18%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
185,499
shares
|
$7.7 Million
1.08% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
181,225
shares
|
$7.52 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
122,345
shares
|
$5.08 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Strategic Equity Management
|
Feb 07, 2025 Q4 2024 |
120,615
shares
|
$5 Million
2.26% of portfolio
|
Q4 2024
Added 15.98%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
115,912
shares
|
$4.81 Million
0.53% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
110,382
shares
|
$4.58 Million
0.82% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
110,021
shares
|
$4.56 Million
0.0% of portfolio
|
Q4 2024
Added 36.91%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
89,736
shares
|
$3.72 Million
0.0% of portfolio
|
Q4 2024
Added 169.19%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
88,750
shares
|
$3.68 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
85,330
shares
|
$3.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
84,480
shares
|
$3.51 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
73,564
shares
|
$3.05 Million
0.02% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
72,535
shares
|
$3.01 Million
0.19% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
71,519
shares
|
$2.97 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
64,968
shares
|
$2.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 24.18%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
63,735
shares
|
$2.64 Million
0.25% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
54,978
shares
|
$2.28 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
54,041
shares
|
$2.24 Million
1.37% of portfolio
|
Q3 2024
Reduced 15.84%
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
53,202
shares
|
$2.21 Million
1.11% of portfolio
|
Q4 2024
Added 19.61%
|