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 |
|---|---|---|---|---|---|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2025 Q3 2025 |
4,573
shares
|
$202,904
0.04% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
4,516
shares
|
$200,374
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3,766
shares
|
$167,097
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,466
shares
|
$153,786
0.0% of portfolio
|
Q3 2025
Added 14.39%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
3,248
shares
|
$144,113
0.01% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,558
shares
|
$113,498
0.0% of portfolio
|
Q1 2020
Added 84.71%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2,251
shares
|
$99,876
0.04% of portfolio
|
Q2 2025
Reduced 37.03%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,190
shares
|
$97,170
0.01% of portfolio
|
Q2 2025
Added 25.65%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,128
shares
|
$94,419
0.0% of portfolio
|
Q2 2024
Added 6.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
2,044
shares
|
$90,692
0.0% of portfolio
|
Q3 2025
Added 16.8%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
1,183
shares
|
$52,489
0.01% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,039
shares
|
$46,100
0.0% of portfolio
|
Q3 2025
Added 87.55%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
861
shares
|
$38,202
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
796
shares
|
$35,318
0.0% of portfolio
|
Q4 2024
Reduced 30.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
640
shares
|
$28,396
0.0% of portfolio
|
Q2 2025
Reduced 39.22%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
608
shares
|
$26,976
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
556
shares
|
$24,669
0.0% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
487
shares
|
$21,608
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
285
shares
|
$12,645
0.0% of portfolio
|
Q3 2025
Added 996.15%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
258
shares
|
$11,447
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
115
shares
|
$5,102
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
50
shares
|
$2,218
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
27
shares
|
$1,197
0.0% of portfolio
|
Q3 2025
Reduced 34.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
22
shares
|
$976
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|