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 74 institutions that hold shares in the stock, with a total of 10.8 Million shares, which have been reported (via 13F filing form) to have a value of $256 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
2,918,897
shares
|
$69.1 Million
9.54% of portfolio
|
Q3 2024
Reduced 21.17%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2024 Q2 2024 |
1,425,301
shares
|
$33.7 Million
6.07% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 10, 2024 Q3 2024 |
830,385
shares
|
$19.7 Million
2.08% of portfolio
|
Q3 2024
Reduced 16.22%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
667,785
shares
|
$15.8 Million
1.39% of portfolio
|
Q3 2024
Added 20.29%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
587,668
shares
|
$13.9 Million
0.69% of portfolio
|
Q2 2024
Reduced 9.1%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 14, 2024 Q2 2024 |
497,570
shares
|
$11.8 Million
2.38% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 14, 2024 Q2 2024 |
446,359
shares
|
$10.6 Million
5.55% of portfolio
|
Q2 2024
Added 25.25%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
437,246
shares
|
$10.3 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
313,432
shares
|
$7.42 Million
1.02% of portfolio
|
Q2 2024
Added 1185.87%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
299,765
shares
|
$7.1 Million
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
226,190
shares
|
$5.35 Million
0.01% of portfolio
|
Q2 2024
Added 2291.77%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
180,264
shares
|
$4.27 Million
2.19% of portfolio
|
Q2 2024
New holding
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
170,717
shares
|
$4.04 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
166,906
shares
|
$3.95 Million
0.0% of portfolio
|
Q2 2024
Added 55.33%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
140,790
shares
|
$3.33 Million
1.01% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
137,786
shares
|
$3.26 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
83,980
shares
|
$1.99 Million
0.0% of portfolio
|
Q2 2024
Added 17.41%
|
|
|
Range Financial Group LLC
|
Oct 18, 2024 Q3 2024 |
81,542
shares
|
$1.93 Million
2.71% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
76,619
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 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%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
73,637
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2024
Added 67.2%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
69,130
shares
|
$1.64 Million
0.15% of portfolio
|
Q3 2024
Added 12.31%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
60,079
shares
|
$1.42 Million
0.16% of portfolio
|
Q3 2024
Added 256.36%
|
|
|
Paradiem, LLC
|
Oct 24, 2024 Q3 2024 |
57,716
shares
|
$1.37 Million
0.34% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
56,355
shares
|
$1.33 Million
0.49% of portfolio
|
Q3 2024
Added 0.48%
|