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 |
|---|---|---|---|---|---|
|
Alpha Star Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
53,505
shares
|
$1.27 Million
0.12% of portfolio
|
Q2 2024
Reduced 13.76%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
49,029
shares
|
$1.16 Million
0.08% of portfolio
|
Q2 2024
Added 343.7%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
40,382
shares
|
$955,841
0.0% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
40,301
shares
|
$953,924
0.07% of portfolio
|
Q3 2024
Reduced 22.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
37,610
shares
|
$890,228
0.0% of portfolio
|
Q2 2024
Reduced 62.76%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
36,525
shares
|
$864,546
0.02% of portfolio
|
Q4 2023
Added 11.14%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
32,731
shares
|
$774,742
0.29% of portfolio
|
Q3 2024
Added 136.99%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
32,551
shares
|
$770,482
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 12, 2024 Q2 2024 |
25,849
shares
|
$611,845
0.3% of portfolio
|
Q2 2024
Added 17.62%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2024 Q2 2024 |
25,771
shares
|
$609,999
0.05% of portfolio
|
Q2 2024
Reduced 67.64%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
24,514
shares
|
$580,246
0.45% of portfolio
|
Q3 2024
Reduced 18.55%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
23,397
shares
|
$553,806
0.0% of portfolio
|
Q2 2024
Added 12.01%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
22,573
shares
|
$534,302
0.05% of portfolio
|
Q3 2024
Added 48.12%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
21,725
shares
|
$514,230
0.17% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
20,163
shares
|
$477,258
0.03% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
18,606
shares
|
$440,404
0.01% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
17,720
shares
|
$419,432
0.0% of portfolio
|
Q2 2024
Added 52.44%
|
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
17,626
shares
|
$417,207
0.03% of portfolio
|
Q2 2024
Reduced 71.64%
|
|
|
Life Guide Financial Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
17,463
shares
|
$413,349
0.18% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
16,898
shares
|
$399,975
0.02% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
16,430
shares
|
$388,898
0.15% of portfolio
|
Q2 2024
Added 0.87%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
13,066
shares
|
$309,272
0.0% of portfolio
|
Q4 2023
Added 1.09%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
11,949
shares
|
$282,832
0.0% of portfolio
|
Q2 2024
Reduced 33.2%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,653
shares
|
$275,826
0.02% of portfolio
|
Q3 2024
Reduced 46.32%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
11,219
shares
|
$265,553
0.0% of portfolio
|
Q3 2023
New holding
|