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 99 institutions that hold shares in the stock, with a total of 13.2 Million shares, which have been reported (via 13F filing form) to have a value of $319 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
3,085,641
shares
|
$74.3 Million
8.11% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
1,496,777
shares
|
$36 Million
6.08% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
937,889
shares
|
$22.6 Million
1.65% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
673,970
shares
|
$16.2 Million
4.86% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
661,400
shares
|
$15.9 Million
1.67% of portfolio
|
Q3 2025
Added 10.59%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
615,018
shares
|
$14.8 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Nov 04, 2025 Q3 2025 |
582,304
shares
|
$14 Million
11.3% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
577,358
shares
|
$13.9 Million
2.4% of portfolio
|
Q3 2025
Added 5192.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
351,080
shares
|
$8.45 Million
0.0% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
331,634
shares
|
$7.99 Million
1.63% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
290,546
shares
|
$7 Million
3.97% of portfolio
|
Q3 2025
Reduced 8.1%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
238,168
shares
|
$5.74 Million
2.93% of portfolio
|
Q3 2025
Added 24.7%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
197,928
shares
|
$4.77 Million
0.06% of portfolio
|
Q3 2025
Added 48.63%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
195,071
shares
|
$4.7 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
183,101
shares
|
$4.41 Million
0.6% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
151,633
shares
|
$3.65 Million
1.08% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
148,564
shares
|
$3.58 Million
4.16% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
147,391
shares
|
$3.55 Million
0.03% of portfolio
|
Q3 2025
Added 21.27%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
145,885
shares
|
$3.51 Million
0.0% of portfolio
|
Q3 2025
Added 11.84%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
132,278
shares
|
$3.19 Million
1.28% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
131,672
shares
|
$3.17 Million
0.0% of portfolio
|
Q3 2025
Added 19.0%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
117,243
shares
|
$2.82 Million
0.01% of portfolio
|
Q3 2025
Added 20.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
98,484
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
97,864
shares
|
$2.36 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
93,287
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2025
Added 3.82%
|
|