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 78 institutions that hold shares in the stock, with a total of 3.59 Million shares, which have been reported (via 13F filing form) to have a value of $134 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
1,431,504
shares
|
$53.3 Million
6.06% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Nov 04, 2025 Q3 2025 |
228,891
shares
|
$8.53 Million
7.15% of portfolio
|
Q3 2025
Reduced 25.49%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
221,576
shares
|
$8.26 Million
0.9% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
200,465
shares
|
$7.47 Million
0.0% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
193,539
shares
|
$7.21 Million
1.53% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
161,712
shares
|
$6.03 Million
0.46% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
161,127
shares
|
$6 Million
0.18% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
104,025
shares
|
$3.88 Million
0.0% of portfolio
|
Q3 2025
Added 276.71%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
84,428
shares
|
$3.15 Million
0.56% of portfolio
|
Q3 2025
Reduced 81.7%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
62,647
shares
|
$2.33 Million
0.2% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
61,096
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
44,518
shares
|
$1.66 Million
1.35% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
39,891
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
30,112
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Added 26.77%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
30,023
shares
|
$1.12 Million
0.16% of portfolio
|
Q3 2025
Reduced 52.21%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
29,049
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
28,537
shares
|
$1.06 Million
0.33% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
27,645
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Added 30.13%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
23,391
shares
|
$871,548
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
22,123
shares
|
$824,302
0.07% of portfolio
|
Q2 2025
Reduced 10.38%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
21,665
shares
|
$807,237
0.01% of portfolio
|
Q3 2025
Added 15.15%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
21,581
shares
|
$804,108
0.03% of portfolio
|
Q3 2025
Reduced 44.45%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
20,507
shares
|
$764,090
0.12% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
18,919
shares
|
$704,921
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
17,515
shares
|
$652,608
0.0% of portfolio
|
Q3 2025
Reduced 9.04%
|
|