Institutional Ownership Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL). We have compiled data on the 109 institutions that hold shares in the stock, with a total of 4.8 Million shares, which have been reported (via 13F filing form) to have a value of $194 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
976,066
shares
|
$39.5 Million
5.39% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
423,498
shares
|
$17.2 Million
7.07% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
382,249
shares
|
$15.5 Million
0.01% of portfolio
|
Q3 2024
Added 12.85%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
250,106
shares
|
$10.1 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
194,714
shares
|
$7.89 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.18%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
184,424
shares
|
$7.47 Million
0.03% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
181,448
shares
|
$7.35 Million
0.95% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
123,208
shares
|
$4.99 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
117,503
shares
|
$4.76 Million
0.9% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 10, 2024 Q3 2024 |
108,897
shares
|
$4.41 Million
0.46% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
103,997
shares
|
$4.21 Million
2.3% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
93,543
shares
|
$3.79 Million
0.26% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
89,594
shares
|
$3.63 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
85,689
shares
|
$3.47 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.92%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
80,363
shares
|
$3.26 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
71,984
shares
|
$2.92 Million
0.02% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
69,228
shares
|
$2.8 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
62,391
shares
|
$2.53 Million
0.34% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
54,041
shares
|
$2.19 Million
1.37% of portfolio
|
Q3 2024
Reduced 15.84%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,697
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2024
Added 17.34%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
44,479
shares
|
$1.8 Million
0.94% of portfolio
|
Q3 2024
Added 13.35%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
42,203
shares
|
$1.71 Million
0.14% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
41,390
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Added 145.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
39,554
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
38,066
shares
|
$1.54 Million
0.05% of portfolio
|
Q3 2024
Added 2.15%
|