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 4.76 Million shares, which have been reported (via 13F filing form) to have a value of $211 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
37,300
shares
|
$1.66 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
35,175
shares
|
$1.56 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
33,354
shares
|
$1.48 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
31,744
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
30,789
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2025
Reduced 28.69%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
30,412
shares
|
$1.35 Million
0.29% of portfolio
|
Q3 2025
Reduced 32.96%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
28,151
shares
|
$1.25 Million
0.18% of portfolio
|
Q3 2025
Reduced 36.06%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
28,119
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
25,118
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
24,273
shares
|
$1.08 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
24,100
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
23,727
shares
|
$1.05 Million
0.63% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
23,555
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
23,072
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
22,028
shares
|
$977,382
0.01% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
20,843
shares
|
$924,803
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
20,000
shares
|
$887,400
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
19,341
shares
|
$858,160
0.15% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
18,318
shares
|
$812,769
0.05% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
17,653
shares
|
$783,263
0.0% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
17,269
shares
|
$766,225
0.26% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
17,200
shares
|
$763,164
0.17% of portfolio
|
Q2 2025
Added 17.81%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
17,154
shares
|
$761,122
0.0% of portfolio
|
Q3 2025
Added 14.92%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
16,003
shares
|
$710,053
0.03% of portfolio
|
Q3 2025
Added 88.38%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
15,608
shares
|
$692,526
0.22% of portfolio
|
Q2 2025
Reduced 0.09%
|
|