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 |
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
17,879
shares
|
$429,453
0.05% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
17,428
shares
|
$418,620
0.01% of portfolio
|
Q2 2025
Reduced 88.34%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
17,306
shares
|
$415,690
0.01% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
17,290
shares
|
$415,305
0.0% of portfolio
|
Q2 2025
Reduced 61.27%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
17,008
shares
|
$408,532
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
16,648
shares
|
$399,884
0.0% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
15,940
shares
|
$382,878
0.0% of portfolio
|
Q4 2024
Reduced 52.21%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
15,533
shares
|
$373,102
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
14,817
shares
|
$355,904
0.12% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
14,604
shares
|
$350,788
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
13,232
shares
|
$317,832
0.0% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
13,044
shares
|
$313,316
0.23% of portfolio
|
Q4 2024
Added 20.86%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
12,544
shares
|
$301,306
0.01% of portfolio
|
Q2 2025
Reduced 17.52%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
12,128
shares
|
$291,314
0.02% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
11,976
shares
|
$287,663
0.01% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
11,716
shares
|
$281,418
0.02% of portfolio
|
Q1 2025
Added 17.52%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
11,665
shares
|
$280,193
0.0% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
11,577
shares
|
$278,079
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
10,755
shares
|
$258,335
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
9,782
shares
|
$234,963
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
9,169
shares
|
$220,239
0.01% of portfolio
|
Q2 2025
Reduced 10.96%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
8,686
shares
|
$208,637
0.03% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Jun 04, 2025 Q1 2025 |
8,611
shares
|
$206,836
0.96% of portfolio
|
Q1 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
8,500
shares
|
$204,170
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
7,230
shares
|
$173,664
0.0% of portfolio
|
Q1 2025
Added 4.39%
|