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 5.6 Million shares, which have been reported (via 13F filing form) to have a value of $216 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
21,098
shares
|
$824,509
0.07% of portfolio
|
Q4 2024
Reduced 20.29%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
20,451
shares
|
$799,225
0.15% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
19,082
shares
|
$745,724
0.14% of portfolio
|
Q4 2024
Added 23.19%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
18,893
shares
|
$738,338
0.33% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
18,453
shares
|
$721,143
0.07% of portfolio
|
Q4 2024
Added 263.53%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
16,402
shares
|
$640,990
0.0% of portfolio
|
Q4 2024
Reduced 60.37%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
15,474
shares
|
$604,723
0.04% of portfolio
|
Q4 2024
Added 53.06%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
15,467
shares
|
$604,450
0.01% of portfolio
|
Q4 2024
Reduced 25.55%
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
13,266
shares
|
$518,435
0.29% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
13,105
shares
|
$512,143
0.0% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
11,496
shares
|
$449,263
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
10,868
shares
|
$424,721
0.13% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
9,150
shares
|
$357,582
0.0% of portfolio
|
Q4 2024
Added 16.07%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
9,040
shares
|
$353,283
0.01% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
8,762
shares
|
$342,418
0.26% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
8,700
shares
|
$339,996
0.06% of portfolio
|
Q3 2024
Added 12.99%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
8,488
shares
|
$331,711
0.11% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
8,291
shares
|
$324,012
0.01% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
8,253
shares
|
$322,527
0.03% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
8,076
shares
|
$315,610
0.0% of portfolio
|
Q4 2024
Reduced 27.24%
|
|
|
Paradiem, LLC
|
Jan 17, 2025 Q4 2024 |
7,519
shares
|
$293,842
0.08% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
7,507
shares
|
$293,373
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,494
shares
|
$292,865
0.11% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
7,468
shares
|
$291,849
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
7,375
shares
|
$288,215
0.06% of portfolio
|
Q4 2024
Reduced 11.92%
|