Institutional Ownership Northern Lts Fd Tr Iv (ISMD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (ISMD). We have compiled data on the 84 institutions that hold shares in the stock, with a total of 3.79 Million shares, which have been reported (via 13F filing form) to have a value of $124 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 |
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
1,295,537
shares
|
$42.3 Million
5.77% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
279,521
shares
|
$9.12 Million
0.35% of portfolio
|
Q4 2024
Added 14.46%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
268,567
shares
|
$8.77 Million
0.6% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
234,430
shares
|
$7.65 Million
1.02% of portfolio
|
Q4 2024
Added 9.66%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
224,046
shares
|
$7.31 Million
1.45% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
174,594
shares
|
$5.7 Million
0.0% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
149,323
shares
|
$4.87 Million
1.59% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
64,364
shares
|
$2.1 Million
0.35% of portfolio
|
Q1 2025
Reduced 18.46%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
60,605
shares
|
$1.98 Million
0.2% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
59,956
shares
|
$1.96 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
57,534
shares
|
$1.88 Million
0.11% of portfolio
|
Q4 2024
Added 38.95%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
54,016
shares
|
$1.76 Million
0.0% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
45,738
shares
|
$1.49 Million
0.07% of portfolio
|
Q1 2025
Added 146.02%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
43,220
shares
|
$1.41 Million
0.05% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
40,267
shares
|
$1.31 Million
1.38% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
39,376
shares
|
$1.29 Million
0.12% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
35,872
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
32,263
shares
|
$1.05 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.96%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
31,966
shares
|
$1.04 Million
0.48% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
30,309
shares
|
$989,285
0.08% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
29,021
shares
|
$947,245
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
28,553
shares
|
$931,969
0.03% of portfolio
|
Q4 2024
Added 603.45%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
27,614
shares
|
$901,320
0.0% of portfolio
|
Q4 2022
Reduced 7.97%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
26,859
shares
|
$876,677
0.08% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
24,686
shares
|
$805,751
0.08% of portfolio
|
Q4 2024
Reduced 5.98%
|