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 89 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $294 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| 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
|
$70.1 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 Million
6.15% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Apr 15, 2025 Q1 2025 |
877,200
shares
|
$20.7 Million
14.52% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
704,165
shares
|
$16.6 Million
0.22% of portfolio
|
Q4 2024
Reduced 50.33%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
673,268
shares
|
$15.9 Million
1.32% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
628,673
shares
|
$14.8 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
549,227
shares
|
$12.9 Million
1.5% of portfolio
|
Q4 2024
Reduced 33.86%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
534,964
shares
|
$12.6 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
|
$11.2 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
|
$7.98 Million
3.27% of portfolio
|
Q4 2024
Reduced 46.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
249,918
shares
|
$5.89 Million
0.0% of portfolio
|
Q4 2024
Added 10.93%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
187,404
shares
|
$4.41 Million
0.7% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
173,985
shares
|
$4.1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
146,725
shares
|
$3.46 Million
0.05% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
142,714
shares
|
$3.36 Million
1.05% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
130,770
shares
|
$3.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Range Financial Group LLC
|
Apr 14, 2025 Q1 2025 |
106,766
shares
|
$2.51 Million
1.22% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
98,277
shares
|
$2.31 Million
0.01% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
91,650
shares
|
$2.16 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
80,060
shares
|
$1.89 Million
0.75% of portfolio
|
Q1 2025
Added 97.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
75,095
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
Added 62.95%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
74,972
shares
|
$1.77 Million
0.17% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
69,740
shares
|
$1.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
67,248
shares
|
$1.58 Million
0.66% of portfolio
|
Q4 2024
Added 19.33%
|