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 |
|---|---|---|---|---|---|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
6,695
shares
|
$297,057
0.52% of portfolio
|
Q3 2025
Reduced 51.25%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
6,652
shares
|
$295,149
0.0% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
6,533
shares
|
$289,869
0.01% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
5,745
shares
|
$254,905
0.0% of portfolio
|
Q3 2025
Added 33.14%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
5,715
shares
|
$253,574
0.03% of portfolio
|
Q4 2024
Added 16.11%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Oct 09, 2025 Q3 2025 |
5,530
shares
|
$245,366
0.17% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Paradiem, LLC
|
Oct 17, 2025 Q3 2025 |
5,479
shares
|
$243,103
0.07% of portfolio
|
Q2 2025
Reduced 27.12%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,459
shares
|
$242,215
0.0% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Oct 24, 2025 Q3 2025 |
5,425
shares
|
$240,707
0.2% of portfolio
|
Q3 2025
Added 6.37%
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
5,414
shares
|
$240,219
0.07% of portfolio
|
Q3 2025
Reduced 23.64%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
5,375
shares
|
$238,488
0.0% of portfolio
|
Q3 2025
Reduced 11.67%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,335
shares
|
$236,713
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
5,171
shares
|
$229,437
0.13% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,127
shares
|
$227,484
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
5,102
shares
|
$226,375
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
5,073
shares
|
$225,089
0.05% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Oct 21, 2025 Q3 2025 |
5,000
shares
|
$221,850
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,988
shares
|
$221,317
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
4,980
shares
|
$220,962
0.04% of portfolio
|
Q3 2025
Added 8.47%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
4,715
shares
|
$209,204
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
4,704
shares
|
$208,716
0.01% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
4,660
shares
|
$206,764
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
4,659
shares
|
$206,719
0.02% of portfolio
|
Q3 2025
Reduced 11.26%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
4,641
shares
|
$205,921
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
4,580
shares
|
$203,214
0.04% of portfolio
|
Q3 2025
Reduced 6.38%
|
|