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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
13,741
shares
|
$609,688
0.0% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
13,683
shares
|
$607,114
0.13% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
12,687
shares
|
$562,922
0.32% of portfolio
|
Q3 2025
Added 47.71%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
12,289
shares
|
$545,262
0.0% of portfolio
|
Q3 2025
Added 23.37%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
12,268
shares
|
$544,331
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
11,306
shares
|
$501,647
0.01% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
11,040
shares
|
$489,844
0.25% of portfolio
|
Q3 2025
Reduced 58.12%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
11,005
shares
|
$488,291
0.03% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
10,944
shares
|
$485,585
0.09% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Values First Advisors, Inc.
|
Oct 21, 2025 Q3 2025 |
10,862
shares
|
$481,946
0.27% of portfolio
|
Q3 2025
Reduced 10.89%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
9,873
shares
|
$438,065
0.0% of portfolio
|
Q3 2025
Reduced 22.35%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
9,690
shares
|
$429,945
0.04% of portfolio
|
Q3 2025
Added 28.29%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
9,244
shares
|
$410,156
0.01% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
9,075
shares
|
$402,657
0.0% of portfolio
|
Q3 2025
Reduced 23.51%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
8,507
shares
|
$377,455
0.01% of portfolio
|
Q3 2025
Added 26.22%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
8,506
shares
|
$377,411
0.09% of portfolio
|
Q3 2025
Added 31.98%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
8,486
shares
|
$376,523
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
8,360
shares
|
$370,933
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
8,119
shares
|
$360,240
0.0% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
7,622
shares
|
$338,188
0.0% of portfolio
|
Q3 2025
Reduced 94.37%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,494
shares
|
$332,508
0.11% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
7,102
shares
|
$315,115
0.01% of portfolio
|
Q3 2025
Reduced 80.84%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
7,001
shares
|
$310,634
0.04% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,792
shares
|
$301,361
0.01% of portfolio
|
Q4 2023
New holding
|
|