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 119 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 $225 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,697
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2024
Added 17.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
47,623
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
45,361
shares
|
$1.98 Million
0.47% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
44,024
shares
|
$1.92 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
43,174
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2025
Added 43.01%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
39,325
shares
|
$1.72 Million
1.59% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
37,512
shares
|
$1.64 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
37,059
shares
|
$1.62 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
36,047
shares
|
$1.58 Million
0.13% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
33,511
shares
|
$1.46 Million
0.1% of portfolio
|
Q2 2025
Added 40.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
31,834
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
29,014
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.16%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
28,119
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
25,406
shares
|
$1.11 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
23,791
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
23,456
shares
|
$1.03 Million
0.1% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
22,339
shares
|
$976,214
0.01% of portfolio
|
Q2 2025
Reduced 28.29%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
20,279
shares
|
$886,192
0.16% of portfolio
|
Q2 2025
Reduced 23.74%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
20,233
shares
|
$884,182
0.06% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
17,892
shares
|
$781,880
0.28% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
17,773
shares
|
$776,680
0.0% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
17,200
shares
|
$751,640
0.17% of portfolio
|
Q2 2025
Added 17.81%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
15,608
shares
|
$682,069
0.22% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
14,927
shares
|
$652,309
0.0% of portfolio
|
Q2 2025
Added 218.21%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jul 21, 2025 Q2 2025 |
13,732
shares
|
$600,088
1.11% of portfolio
|
Q2 2025
Reduced 16.3%
|