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 93 institutions that hold shares in the stock, with a total of 8.44 Million shares, which have been reported (via 13F filing form) to have a value of $303 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
15,600
shares
|
$559,572
0.12% of portfolio
|
Q2 2025
Added 38.05%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
10,262
shares
|
$368,097
0.0% of portfolio
|
Q3 2025
Reduced 11.16%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
10,127
shares
|
$363,255
0.02% of portfolio
|
Q3 2025
Reduced 55.54%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
9,893
shares
|
$354,861
0.02% of portfolio
|
Q3 2025
Reduced 37.49%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
9,826
shares
|
$352,458
0.07% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
9,603
shares
|
$344,459
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
9,000
shares
|
$322,830
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,984
shares
|
$322,256
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
8,959
shares
|
$321,359
0.02% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
8,538
shares
|
$306,258
0.07% of portfolio
|
Q3 2025
Reduced 8.71%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 15, 2026 Q4 2025 |
8,328
shares
|
$298,725
0.17% of portfolio
|
Q4 2025
Reduced 25.93%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
8,167
shares
|
$292,950
0.05% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
7,839
shares
|
$281,184
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
7,663
shares
|
$274,871
0.01% of portfolio
|
Q4 2025
Added 1.28%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
7,259
shares
|
$260,380
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
6,644
shares
|
$238,320
0.03% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
6,560
shares
|
$235,307
0.02% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
6,507
shares
|
$233,406
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,914
shares
|
$212,135
0.0% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
5,029
shares
|
$180,390
0.01% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
4,664
shares
|
$167,297
0.05% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,627
shares
|
$130,100
0.0% of portfolio
|
Q3 2025
Reduced 24.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,406
shares
|
$122,173
0.0% of portfolio
|
Q3 2025
Added 13.5%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
3,341
shares
|
$119,841
0.01% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
2,808
shares
|
$100,722
0.0% of portfolio
|
Q4 2025
New holding
|
|