Institutional Ownership Northern Lts Fd Tr Iv Inspire (IBD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (IBD). We have compiled data on the 78 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $269 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
2,918,897
shares
|
$68.7 Million
9.54% of portfolio
|
Q3 2024
Reduced 21.17%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
1,417,602
shares
|
$33.4 Million
0.45% of portfolio
|
Q3 2024
Added 224.21%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
1,417,453
shares
|
$33.4 Million
6.02% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
667,785
shares
|
$15.7 Million
1.39% of portfolio
|
Q3 2024
Added 20.29%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
640,181
shares
|
$15.1 Million
0.56% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
638,311
shares
|
$15 Million
5.86% of portfolio
|
Q3 2024
Added 254.1%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
549,227
shares
|
$12.9 Million
1.5% of portfolio
|
Q4 2024
Reduced 33.86%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
492,169
shares
|
$11.6 Million
4.87% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
469,149
shares
|
$11 Million
2.13% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
225,300
shares
|
$5.31 Million
0.0% of portfolio
|
Q3 2024
Added 34.99%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
170,717
shares
|
$4.02 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
140,727
shares
|
$3.31 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
139,490
shares
|
$3.28 Million
0.0% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
98,031
shares
|
$2.31 Million
1.07% of portfolio
|
Q4 2024
Added 20.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
92,460
shares
|
$2.18 Million
0.01% of portfolio
|
Q3 2024
Added 10.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
75,095
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
Added 62.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
73,637
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2024
Added 67.2%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
69,130
shares
|
$1.63 Million
0.15% of portfolio
|
Q3 2024
Added 12.31%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
67,248
shares
|
$1.58 Million
0.66% of portfolio
|
Q4 2024
Added 19.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
66,904
shares
|
$1.58 Million
0.0% of portfolio
|
Q4 2023
Reduced 96.22%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
60,079
shares
|
$1.41 Million
0.16% of portfolio
|
Q3 2024
Added 256.36%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
53,156
shares
|
$1.25 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
49,610
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 31.91%
|
|
|
Paradiem, LLC
|
Jan 17, 2025 Q4 2024 |
44,007
shares
|
$1.04 Million
0.28% of portfolio
|
Q4 2024
Reduced 23.75%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
42,358
shares
|
$997,530
0.07% of portfolio
|
Q4 2024
Added 5.1%
|