Institutional Ownership Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL). We have compiled data on the 125 institutions that hold shares in the stock, with a total of 4.81 Million shares, which have been reported (via 13F filing form) to have a value of $214 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
1,048,405
shares
|
$46.5 Million
5.07% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
418,089
shares
|
$18.6 Million
0.01% of portfolio
|
Q3 2025
Added 12.6%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
233,510
shares
|
$10.4 Million
0.75% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
206,797
shares
|
$9.18 Million
2.74% of portfolio
|
Q3 2025
Reduced 49.29%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
194,714
shares
|
$8.64 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.18%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
186,728
shares
|
$8.29 Million
0.02% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
150,581
shares
|
$6.68 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
123,260
shares
|
$5.47 Million
2.28% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
112,426
shares
|
$4.99 Million
0.04% of portfolio
|
Q3 2025
Added 24.82%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
112,299
shares
|
$4.98 Million
0.52% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
106,328
shares
|
$4.72 Million
0.81% of portfolio
|
Q3 2025
Added 491.53%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
86,727
shares
|
$3.85 Million
0.17% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
78,377
shares
|
$3.48 Million
0.71% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
72,890
shares
|
$3.23 Million
0.0% of portfolio
|
Q3 2025
Added 53.06%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
68,837
shares
|
$3.05 Million
0.25% of portfolio
|
Q3 2025
Added 36.06%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
65,387
shares
|
$2.9 Million
1.01% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
64,734
shares
|
$2.87 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
62,903
shares
|
$2.79 Million
1.37% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
59,479
shares
|
$2.64 Million
0.07% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
56,276
shares
|
$2.5 Million
0.17% of portfolio
|
Q3 2025
Added 494.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
53,698
shares
|
$2.38 Million
0.0% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
53,589
shares
|
$2.38 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.87%
|
|
|
Life Guide Financial Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
52,791
shares
|
$2.34 Million
1.1% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
49,917
shares
|
$2.21 Million
1.34% of portfolio
|
Q3 2025
Reduced 11.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,697
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2024
Added 17.34%
|
|