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 |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
5,892
shares
|
$219,535
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
5,744
shares
|
$214,021
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,644
shares
|
$210,295
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
5,328
shares
|
$198,521
0.0% of portfolio
|
Q2 2025
Reduced 34.88%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
4,880
shares
|
$181,828
0.0% of portfolio
|
Q3 2025
Added 20.43%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
4,166
shares
|
$155,225
0.03% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
2,573
shares
|
$95,869
0.01% of portfolio
|
Q3 2025
Reduced 23.83%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
2,088
shares
|
$77,798
0.0% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,718
shares
|
$64,012
0.0% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,112
shares
|
$41,433
0.01% of portfolio
|
Q2 2025
Reduced 26.94%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,030
shares
|
$38,377
0.0% of portfolio
|
Q3 2025
Reduced 80.71%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
822
shares
|
$30,627
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
812
shares
|
$30,255
0.0% of portfolio
|
Q3 2025
Reduced 29.27%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
575
shares
|
$21,424
0.0% of portfolio
|
Q3 2024
Added 35.29%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
531
shares
|
$19,785
0.0% of portfolio
|
Q3 2025
Reduced 48.4%
|
|
|
Values First Advisors, Inc.
|
Oct 21, 2025 Q3 2025 |
401
shares
|
$14,941
0.01% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
378
shares
|
$14,084
0.0% of portfolio
|
Q3 2025
Added 103.23%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
300
shares
|
$11,178
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
295
shares
|
$10,991
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
288
shares
|
$10,730
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
236
shares
|
$8,793
0.0% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
200
shares
|
$7,452
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
82
shares
|
$3,055
0.0% of portfolio
|
Q2 2024
Reduced 96.53%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
75
shares
|
$2,794
0.0% of portfolio
|
Q4 2024
Reduced 31.82%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
63
shares
|
$2,347
0.0% of portfolio
|
Q1 2024
Reduced 97.53%
|
|