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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
20,486
shares
|
$493,302
0.0% of portfolio
|
Q3 2025
Added 54.82%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
20,351
shares
|
$490,052
0.03% of portfolio
|
Q3 2025
Reduced 56.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
18,984
shares
|
$457,134
0.0% of portfolio
|
Q3 2025
Reduced 64.38%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
17,266
shares
|
$415,765
0.26% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
16,462
shares
|
$396,404
0.0% of portfolio
|
Q3 2025
Reduced 79.19%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
16,110
shares
|
$387,928
0.08% of portfolio
|
Q3 2025
Added 42.92%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
15,940
shares
|
$383,835
0.0% of portfolio
|
Q4 2024
Reduced 52.21%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
15,860
shares
|
$381,908
0.0% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
15,653
shares
|
$376,924
0.05% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
15,086
shares
|
$363,270
0.02% of portfolio
|
Q3 2025
Added 21.47%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
14,916
shares
|
$359,177
0.11% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
14,428
shares
|
$347,426
0.0% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 14, 2025 Q3 2025 |
14,390
shares
|
$346,511
0.11% of portfolio
|
Q3 2025
Added 24.3%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
14,199
shares
|
$341,911
0.0% of portfolio
|
Q3 2025
Reduced 18.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
13,867
shares
|
$333,917
0.0% of portfolio
|
Q2 2025
Added 13.17%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
12,544
shares
|
$302,059
0.01% of portfolio
|
Q2 2025
Reduced 17.52%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
12,483
shares
|
$300,590
0.01% of portfolio
|
Q3 2025
Reduced 13.11%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
12,369
shares
|
$297,845
0.01% of portfolio
|
Q3 2025
Reduced 28.53%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
11,396
shares
|
$274,415
0.02% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
10,627
shares
|
$255,898
0.01% of portfolio
|
Q3 2025
Reduced 11.26%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Dec 31, 2025 Q3 2025 |
9,171
shares
|
$220,837
0.99% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Oct 08, 2025 Q3 2025 |
9,171
shares
|
$220,837
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
9,071
shares
|
$218,429
0.03% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
8,948
shares
|
$215,467
0.0% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
8,852
shares
|
$213,156
0.01% of portfolio
|
Q3 2025
Reduced 3.46%
|
|