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 122 institutions that hold shares in the stock, with a total of 5.55 Million shares, which have been reported (via 13F filing form) to have a value of $202 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 |
Feb 07, 2025 Q4 2024 |
927,779
shares
|
$33.8 Million
5.01% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
410,026
shares
|
$14.9 Million
6.41% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
389,245
shares
|
$14.2 Million
0.01% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Apr 15, 2025 Q1 2025 |
332,457
shares
|
$12.1 Million
9.37% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
205,679
shares
|
$7.48 Million
0.27% of portfolio
|
Q4 2024
Reduced 17.76%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
194,714
shares
|
$7.09 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.18%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
181,225
shares
|
$6.59 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
156,090
shares
|
$5.68 Million
0.95% of portfolio
|
Q1 2025
Reduced 15.85%
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
148,374
shares
|
$5.4 Million
2.73% of portfolio
|
Q1 2025
Added 23.01%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
122,345
shares
|
$4.45 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
115,912
shares
|
$4.22 Million
0.53% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
110,382
shares
|
$4.02 Million
0.82% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
110,021
shares
|
$4 Million
0.0% of portfolio
|
Q4 2024
Added 36.91%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
89,736
shares
|
$3.27 Million
0.0% of portfolio
|
Q4 2024
Added 169.19%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
88,750
shares
|
$3.23 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
85,330
shares
|
$3.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
84,480
shares
|
$3.07 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
79,067
shares
|
$2.88 Million
0.15% of portfolio
|
Q4 2024
Added 489.3%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
73,564
shares
|
$2.68 Million
0.02% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
72,535
shares
|
$2.64 Million
0.19% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Moneywise, Inc.
|
Apr 22, 2025 Q1 2025 |
72,272
shares
|
$2.63 Million
1.58% of portfolio
|
Q1 2025
Added 35.84%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
71,519
shares
|
$2.6 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
68,778
shares
|
$2.5 Million
0.01% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
66,130
shares
|
$2.41 Million
0.25% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
54,978
shares
|
$2 Million
0.0% of portfolio
|
Q4 2024
New holding
|