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 83 institutions that hold shares in the stock, with a total of 8.15 Million shares, which have been reported (via 13F filing form) to have a value of $254 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
35,956
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
34,723
shares
|
$1.08 Million
0.1% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
33,861
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
33,646
shares
|
$1.05 Million
0.07% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
33,413
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Life Guide Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
33,159
shares
|
$1.03 Million
0.41% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
26,609
shares
|
$829,668
0.05% of portfolio
|
Q4 2024
Reduced 15.69%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
24,172
shares
|
$753,682
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
23,277
shares
|
$725,776
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
20,787
shares
|
$648,138
0.05% of portfolio
|
Q4 2024
Reduced 9.65%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
20,195
shares
|
$629,680
0.05% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
19,185
shares
|
$598,188
0.0% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
18,495
shares
|
$576,674
0.16% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
18,373
shares
|
$572,870
0.2% of portfolio
|
Q4 2024
Added 15.1%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
15,058
shares
|
$469,508
0.01% of portfolio
|
Q4 2024
Reduced 10.65%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
13,550
shares
|
$422,489
0.3% of portfolio
|
Q4 2024
Added 11.87%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
13,465
shares
|
$419,838
0.21% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
13,013
shares
|
$405,745
0.0% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
12,664
shares
|
$394,863
0.01% of portfolio
|
Q4 2024
Added 52.67%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
11,742
shares
|
$366,115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
11,062
shares
|
$344,913
0.05% of portfolio
|
Q4 2024
Added 70.18%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
10,474
shares
|
$326,579
0.08% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
10,420
shares
|
$324,895
0.02% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
10,208
shares
|
$318,285
0.0% of portfolio
|
Q4 2024
Reduced 8.04%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
9,000
shares
|
$280,620
0.01% of portfolio
|
Q4 2023
New holding
|