Institutional Ownership Northern Lts Fd Tr Iv Inspire (IBD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (IBD). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $292 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
2,977,143
shares
|
$70.6 Million
9.68% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
1,444,515
shares
|
$34.2 Million
6.15% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Feb 05, 2025 Q4 2024 |
858,471
shares
|
$20.4 Million
14.55% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
704,165
shares
|
$16.7 Million
0.22% of portfolio
|
Q4 2024
Reduced 50.33%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
680,277
shares
|
$16.1 Million
1.33% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
628,673
shares
|
$14.9 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
549,227
shares
|
$13 Million
1.5% of portfolio
|
Q4 2024
Reduced 33.86%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
534,964
shares
|
$12.7 Million
5.04% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
474,566
shares
|
$11.3 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
431,197
shares
|
$10.2 Million
1.93% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
338,642
shares
|
$8.03 Million
3.27% of portfolio
|
Q4 2024
Reduced 46.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
249,918
shares
|
$5.93 Million
0.0% of portfolio
|
Q4 2024
Added 10.93%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
185,393
shares
|
$4.4 Million
0.65% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
173,985
shares
|
$4.13 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
140,727
shares
|
$3.34 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
131,496
shares
|
$3.12 Million
0.05% of portfolio
|
Q4 2024
Added 1444.11%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
130,770
shares
|
$3.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
98,277
shares
|
$2.33 Million
0.01% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
98,031
shares
|
$2.32 Million
1.07% of portfolio
|
Q4 2024
Added 20.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
91,650
shares
|
$2.17 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
75,095
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Added 62.95%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
74,180
shares
|
$1.76 Million
0.16% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
70,202
shares
|
$1.66 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
67,248
shares
|
$1.59 Million
0.66% of portfolio
|
Q4 2024
Added 19.33%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
59,623
shares
|
$1.41 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.76%
|