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 116 institutions that hold shares in the stock, with a total of 5.15 Million shares, which have been reported (via 13F filing form) to have a value of $204 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
943,533
shares
|
$37.4 Million
4.73% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
423,976
shares
|
$16.8 Million
6.26% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
409,344
shares
|
$16.2 Million
0.01% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Apr 15, 2025 Q1 2025 |
332,457
shares
|
$13.2 Million
9.37% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
194,714
shares
|
$7.71 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.18%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
180,511
shares
|
$7.15 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
156,090
shares
|
$6.18 Million
0.95% of portfolio
|
Q1 2025
Reduced 15.85%
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
148,374
shares
|
$5.88 Million
2.73% of portfolio
|
Q1 2025
Added 23.01%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
121,290
shares
|
$4.81 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jun 03, 2025 Q1 2025 |
114,401
shares
|
$4.53 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
110,214
shares
|
$4.37 Million
0.0% of portfolio
|
Q1 2025
Added 22.82%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
102,183
shares
|
$4.05 Million
0.75% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
85,048
shares
|
$3.37 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
84,743
shares
|
$3.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
83,901
shares
|
$3.32 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
73,429
shares
|
$2.91 Million
0.17% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Moneywise, Inc.
|
Apr 22, 2025 Q1 2025 |
72,272
shares
|
$2.86 Million
1.58% of portfolio
|
Q1 2025
Added 35.84%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
68,778
shares
|
$2.72 Million
0.01% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
66,130
shares
|
$2.62 Million
0.25% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
63,233
shares
|
$2.51 Million
1.08% of portfolio
|
Q1 2025
Added 74.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
52,795
shares
|
$2.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Life Guide Financial Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
51,554
shares
|
$2.04 Million
1.04% of portfolio
|
Q1 2025
Added 44.06%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
49,821
shares
|
$1.97 Million
0.02% of portfolio
|
Q1 2025
Added 74.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,697
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2024
Added 17.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
47,490
shares
|
$1.88 Million
0.0% of portfolio
|
Q1 2025
Added 6.53%
|