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 124 institutions that hold shares in the stock, with a total of 5.59 Million shares, which have been reported (via 13F filing form) to have a value of $223 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
53,202
shares
|
$2.12 Million
1.11% of portfolio
|
Q4 2024
Added 19.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,697
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2024
Added 17.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
44,579
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2024
Added 12.7%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
42,327
shares
|
$1.69 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
42,076
shares
|
$1.68 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
38,457
shares
|
$1.53 Million
0.39% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
37,457
shares
|
$1.49 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
36,603
shares
|
$1.46 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Feb 19, 2025 Q4 2024 |
36,334
shares
|
$1.45 Million
1.3% of portfolio
|
Q4 2024
Reduced 32.77%
|
|
|
Life Guide Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
35,786
shares
|
$1.43 Million
0.6% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
31,897
shares
|
$1.27 Million
0.11% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
31,721
shares
|
$1.27 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
31,703
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Added 19.25%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
31,391
shares
|
$1.25 Million
0.04% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
30,797
shares
|
$1.23 Million
0.1% of portfolio
|
Q4 2024
Reduced 12.11%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
29,681
shares
|
$1.18 Million
1.88% of portfolio
|
Q4 2024
Reduced 19.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
29,507
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
28,988
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.21%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
28,504
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
26,689
shares
|
$1.06 Million
0.07% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
26,116
shares
|
$1.04 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
25,646
shares
|
$1.02 Million
0.2% of portfolio
|
Q4 2024
Added 12.15%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
23,489
shares
|
$937,211
0.49% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
23,182
shares
|
$924,961
0.04% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
21,609
shares
|
$862,199
0.25% of portfolio
|
Q4 2024
Added 2.94%
|