Institutional Ownership Northern Lts Fd Tr Iv Inspire (WWJD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (WWJD). We have compiled data on the 94 institutions that hold shares in the stock, with a total of 8.45 Million shares, which have been reported (via 13F filing form) to have a value of $303 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
58,448
shares
|
$2.1 Million
0.03% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
56,211
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
56,031
shares
|
$2.01 Million
0.01% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
55,724
shares
|
$2 Million
0.16% of portfolio
|
Q4 2025
Added 18.04%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
53,284
shares
|
$1.91 Million
0.34% of portfolio
|
Q3 2025
Added 13.48%
|
|
|
Life Guide Financial Advisors, LLC
|
Jan 05, 2026 Q4 2025 |
50,163
shares
|
$1.8 Million
0.81% of portfolio
|
Q4 2025
Added 4.83%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
49,021
shares
|
$1.76 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,520
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Added 86.66%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Oct 28, 2025 Q3 2025 |
45,031
shares
|
$1.62 Million
1.17% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
39,575
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
34,098
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2025
Added 26.43%
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
32,608
shares
|
$1.17 Million
0.48% of portfolio
|
Q3 2025
Added 10.44%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
31,111
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2025
Added 407.69%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
30,024
shares
|
$1.08 Million
0.12% of portfolio
|
Q3 2025
Added 7.42%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
27,797
shares
|
$997,078
0.48% of portfolio
|
Q3 2025
Added 10.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
26,116
shares
|
$936,780
0.0% of portfolio
|
Q3 2025
Added 17.55%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
20,787
shares
|
$745,629
0.0% of portfolio
|
Q3 2025
Reduced 31.35%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
20,635
shares
|
$740,177
0.43% of portfolio
|
Q4 2025
Added 63.61%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
20,284
shares
|
$727,587
0.02% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
19,872
shares
|
$712,808
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
17,638
shares
|
$632,675
0.04% of portfolio
|
Q3 2025
Reduced 8.32%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
16,582
shares
|
$594,796
0.37% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
16,501
shares
|
$591,890
0.01% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
16,307
shares
|
$584,932
0.05% of portfolio
|
Q2 2025
Reduced 19.25%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
15,792
shares
|
$566,459
0.01% of portfolio
|
Q3 2025
Added 15.37%
|
|