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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,328
shares
|
$83,505
0.0% of portfolio
|
Q3 2025
Added 341.75%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2,075
shares
|
$74,430
0.03% of portfolio
|
Q2 2025
Reduced 28.82%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,992
shares
|
$71,453
0.0% of portfolio
|
Q3 2025
Added 11.41%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
1,958
shares
|
$70,233
0.01% of portfolio
|
Q1 2025
Reduced 46.91%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
1,954
shares
|
$70,089
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,021
shares
|
$36,623
0.0% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
785
shares
|
$28,157
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
561
shares
|
$20,123
0.0% of portfolio
|
Q2 2024
Added 45.71%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
547
shares
|
$19,620
0.0% of portfolio
|
Q3 2025
Reduced 13.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
400
shares
|
$14,347
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
295
shares
|
$10,581
0.0% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
286
shares
|
$10,258
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
224
shares
|
$8,034
0.0% of portfolio
|
Q1 2024
Added 17.89%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
223
shares
|
$7,999
0.0% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
222
shares
|
$7,963
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
158
shares
|
$5,667
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
43
shares
|
$1,542
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|