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 |
|---|---|---|---|---|---|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
8,831
shares
|
$275,350
0.03% of portfolio
|
Q4 2024
Reduced 10.15%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
8,640
shares
|
$269,395
0.08% of portfolio
|
Q4 2024
Added 10.66%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
8,081
shares
|
$251,965
0.01% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
7,561
shares
|
$235,751
0.0% of portfolio
|
Q4 2024
Reduced 45.69%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
6,982
shares
|
$217,698
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
6,567
shares
|
$204,759
0.02% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
6,413
shares
|
$199,957
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
5,003
shares
|
$155,993
0.0% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
4,577
shares
|
$142,710
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
4,023
shares
|
$125,437
0.04% of portfolio
|
Q3 2024
Reduced 35.33%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
3,688
shares
|
$114,991
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
3,606
shares
|
$112,435
0.0% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
3,184
shares
|
$99,277
0.01% of portfolio
|
Q4 2024
Reduced 12.67%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
2,977
shares
|
$92,822
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
2,863
shares
|
$89,268
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
1,998
shares
|
$62,297
0.03% of portfolio
|
Q4 2024
Added 2095.6%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,788
shares
|
$55,749
0.0% of portfolio
|
Q2 2024
Added 5.36%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,366
shares
|
$42,591
0.0% of portfolio
|
Q4 2024
Added 283.71%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
1,184
shares
|
$36,917
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
667
shares
|
$20,797
0.0% of portfolio
|
Q4 2024
Added 21.27%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
561
shares
|
$17,491
0.0% of portfolio
|
Q2 2024
Added 45.71%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
497
shares
|
$15,496
0.0% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
471
shares
|
$14,685
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
407
shares
|
$12,690
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
400
shares
|
$12,472
0.0% of portfolio
|
Q4 2024
New holding
|