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 99 institutions that hold shares in the stock, with a total of 13.2 Million shares, which have been reported (via 13F filing form) to have a value of $319 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
84,279
shares
|
$2.03 Million
0.7% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
79,858
shares
|
$1.92 Million
0.15% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
75,095
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Added 62.95%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
72,994
shares
|
$1.76 Million
0.05% of portfolio
|
Q3 2025
Added 24.16%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Nov 14, 2025 Q3 2025 |
72,371
shares
|
$1.74 Million
0.95% of portfolio
|
Q3 2025
Added 13.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
64,607
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
61,544
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
Added 390.63%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
58,246
shares
|
$1.4 Million
0.12% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
54,968
shares
|
$1.32 Million
0.09% of portfolio
|
Q3 2025
Added 499.17%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
53,544
shares
|
$1.29 Million
0.11% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
52,000
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2025
Added 113.39%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
43,648
shares
|
$1.05 Million
0.1% of portfolio
|
Q3 2025
Added 103.64%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
39,310
shares
|
$946,584
0.08% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
38,812
shares
|
$934,592
0.57% of portfolio
|
Q3 2025
Reduced 8.46%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
36,525
shares
|
$879,521
0.02% of portfolio
|
Q4 2023
Added 11.14%
|
|
|
Paradiem, LLC
|
Oct 17, 2025 Q3 2025 |
34,789
shares
|
$837,719
0.23% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
29,034
shares
|
$699,138
0.13% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
28,716
shares
|
$691,481
0.41% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
28,693
shares
|
$690,927
0.0% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
26,991
shares
|
$649,943
0.06% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
26,278
shares
|
$632,774
0.65% of portfolio
|
Q3 2025
Reduced 17.38%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
23,958
shares
|
$576,908
0.04% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Life Guide Financial Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
22,622
shares
|
$544,737
0.26% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
22,533
shares
|
$542,594
0.0% of portfolio
|
Q3 2025
Added 30.32%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
22,527
shares
|
$542,450
0.01% of portfolio
|
Q3 2025
Added 35.31%
|
|