Institutional Ownership Northern Lts Fd Tr Iv (ISMD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (ISMD). We have compiled data on the 78 institutions that hold shares in the stock, with a total of 3.59 Million shares, which have been reported (via 13F filing form) to have a value of $134 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
16,476
shares
|
$613,895
0.05% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
16,279
shares
|
$606,555
0.02% of portfolio
|
Q3 2025
Reduced 63.17%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
14,481
shares
|
$539,562
0.19% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
14,331
shares
|
$533,973
0.03% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
14,300
shares
|
$532,818
0.12% of portfolio
|
Q2 2025
Added 43.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
14,252
shares
|
$531,029
0.0% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
13,676
shares
|
$509,567
0.09% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
13,412
shares
|
$499,731
0.07% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
12,160
shares
|
$453,081
0.0% of portfolio
|
Q3 2025
Reduced 7.67%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
11,975
shares
|
$446,188
0.16% of portfolio
|
Q3 2025
Reduced 38.83%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
10,793
shares
|
$402,147
0.0% of portfolio
|
Q2 2025
Reduced 19.0%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,585
shares
|
$394,397
0.0% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
10,427
shares
|
$388,510
0.03% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
10,033
shares
|
$373,829
0.0% of portfolio
|
Q3 2025
Added 53.64%
|
|
|
Providence Financial Advisors, LLC
Overland Park, KS |
Nov 07, 2025 Q3 2025 |
9,786
shares
|
$364,626
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
8,237
shares
|
$306,910
0.0% of portfolio
|
Q3 2025
Added 26.88%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
7,650
shares
|
$285,039
0.06% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
7,404
shares
|
$275,873
0.03% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
7,299
shares
|
$271,960
0.06% of portfolio
|
Q3 2025
Reduced 38.05%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
6,964
shares
|
$259,478
0.16% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
6,685
shares
|
$249,083
0.21% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
6,683
shares
|
$249,008
0.0% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
6,487
shares
|
$241,705
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Nov 12, 2025 Q3 2025 |
6,150
shares
|
$229,149
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
6,011
shares
|
$223,969
0.04% of portfolio
|
Q3 2025
Added 1.8%
|
|