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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
8,433
shares
|
$203,066
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
8,087
shares
|
$194,734
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
7,557
shares
|
$181,972
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
6,500
shares
|
$156,520
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
6,475
shares
|
$155,918
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
4,075
shares
|
$98,126
0.02% of portfolio
|
Q3 2025
Reduced 27.89%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,990
shares
|
$71,999
0.0% of portfolio
|
Q2 2025
Added 173.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,944
shares
|
$70,891
0.0% of portfolio
|
Q3 2025
Reduced 37.69%
|
|
|
Values First Advisors, Inc.
|
Oct 21, 2025 Q3 2025 |
2,282
shares
|
$54,950
0.03% of portfolio
|
Q3 2025
Added 961.4%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
2,004
shares
|
$48,256
0.0% of portfolio
|
Q3 2025
Added 36.7%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,638
shares
|
$39,443
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
1,173
shares
|
$28,245
0.02% of portfolio
|
Q3 2025
Added 902.56%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$24,080
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
859
shares
|
$20,684
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
518
shares
|
$12,473
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
373
shares
|
$8,981
0.0% of portfolio
|
Q1 2025
Reduced 41.44%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
155
shares
|
$3,732
0.0% of portfolio
|
Q3 2025
Added 9.93%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
109
shares
|
$2,624
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
58
shares
|
$1,396
0.0% of portfolio
|
Q4 2024
Reduced 21.62%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
37
shares
|
$890
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
32
shares
|
$770
0.0% of portfolio
|
Q2 2025
Added 60.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
16
shares
|
$385
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|