Institutional Ownership Northern Lts Fd Tr Iv Inspire (WWJD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (WWJD). We have compiled data on the 78 institutions that hold shares in the stock, with a total of 7.66 Million shares, which have been reported (via 13F filing form) to have a value of $237 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
2,931,752
shares
|
$90.6 Million
12.85% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 14, 2024 Q2 2024 |
675,435
shares
|
$20.9 Million
4.08% of portfolio
|
Q2 2024
Added 28.2%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2024 Q2 2024 |
623,236
shares
|
$19.3 Million
3.35% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 10, 2024 Q3 2024 |
452,263
shares
|
$14 Million
1.52% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
404,857
shares
|
$12.5 Million
0.6% of portfolio
|
Q2 2024
Reduced 9.38%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 14, 2024 Q2 2024 |
403,526
shares
|
$12.5 Million
6.48% of portfolio
|
Q2 2024
Added 62.17%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
317,978
shares
|
$9.83 Million
1.36% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
173,324
shares
|
$5.36 Million
0.34% of portfolio
|
Q2 2024
Added 16.53%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
148,746
shares
|
$4.6 Million
1.43% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 07, 2024 Q2 2024 |
113,737
shares
|
$3.51 Million
1.33% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
98,955
shares
|
$3.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
92,229
shares
|
$2.85 Million
0.38% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 12, 2024 Q2 2024 |
90,432
shares
|
$2.79 Million
2.55% of portfolio
|
Q2 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
74,498
shares
|
$2.3 Million
0.0% of portfolio
|
Q2 2024
Added 28.23%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
70,067
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2024
Added 11.64%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
64,171
shares
|
$1.98 Million
0.0% of portfolio
|
Q2 2024
Added 9.93%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
63,710
shares
|
$1.97 Million
0.0% of portfolio
|
Q2 2024
Added 444.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
59,660
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2024
Added 40210.81%
|
|
|
Range Financial Group LLC
|
Oct 18, 2024 Q3 2024 |
53,627
shares
|
$1.66 Million
2.39% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
49,491
shares
|
$1.53 Million
0.02% of portfolio
|
Q2 2024
Reduced 10.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,520
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 86.66%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
39,076
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.86%
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
37,597
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Security Financial Services, Inc.
|
Jul 23, 2024 Q2 2024 |
36,428
shares
|
$1.13 Million
0.24% of portfolio
|
Q2 2024
Added 183.44%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
34,499
shares
|
$1.07 Million
0.12% of portfolio
|
Q3 2024
Added 2381.94%
|