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 95 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $288 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
69,265
shares
|
$1.66 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
65,847
shares
|
$1.58 Million
0.95% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
58,790
shares
|
$1.41 Million
0.04% of portfolio
|
Q2 2025
Added 29003.96%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
58,118
shares
|
$1.4 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
52,093
shares
|
$1.25 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
50,303
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 71.09%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
46,348
shares
|
$1.11 Million
0.05% of portfolio
|
Q2 2025
Added 82.17%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
42,538
shares
|
$1.02 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
42,398
shares
|
$1.02 Million
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
36,525
shares
|
$877,330
0.02% of portfolio
|
Q4 2023
Added 11.14%
|
|
|
Paradiem, LLC
|
Jul 17, 2025 Q2 2025 |
34,789
shares
|
$835,631
0.23% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
33,795
shares
|
$811,755
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
31,926
shares
|
$766,862
0.0% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
31,805
shares
|
$763,956
0.72% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
29,866
shares
|
$717,381
0.37% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
28,934
shares
|
$694,994
0.16% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
28,693
shares
|
$689,205
0.0% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
24,715
shares
|
$593,654
0.03% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
22,814
shares
|
$547,992
0.04% of portfolio
|
Q1 2025
Reduced 15.31%
|
|
|
Life Guide Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
22,533
shares
|
$541,242
0.26% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
21,605
shares
|
$518,952
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
21,434
shares
|
$514,844
0.06% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
20,036
shares
|
$481,264
0.03% of portfolio
|
Q1 2025
Reduced 11.3%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
18,285
shares
|
$439,205
0.03% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
18,001
shares
|
$432,384
0.03% of portfolio
|
Q1 2025
Reduced 23.42%
|