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 |
|---|---|---|---|---|---|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
13,662
shares
|
$597,029
0.14% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
13,578
shares
|
$593,358
0.0% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
12,715
shares
|
$555,645
0.0% of portfolio
|
Q2 2025
Reduced 85.0%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
12,268
shares
|
$536,111
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Values First Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
12,190
shares
|
$532,703
0.28% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
11,864
shares
|
$518,456
0.0% of portfolio
|
Q2 2025
Reduced 18.06%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
11,306
shares
|
$494,072
0.01% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,213
shares
|
$490,008
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
10,999
shares
|
$480,656
0.12% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
10,914
shares
|
$476,941
0.02% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
9,961
shares
|
$435,295
0.0% of portfolio
|
Q2 2025
Added 48.76%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
9,472
shares
|
$413,926
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
8,848
shares
|
$386,657
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
8,589
shares
|
$375,339
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
8,495
shares
|
$371,231
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
8,460
shares
|
$369,702
0.0% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
7,553
shares
|
$330,066
0.03% of portfolio
|
Q2 2025
Added 22.28%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,494
shares
|
$327,487
0.11% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
7,372
shares
|
$322,156
0.0% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
7,090
shares
|
$309,833
0.09% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
6,981
shares
|
$305,069
0.04% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,792
shares
|
$296,810
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
6,740
shares
|
$294,538
0.01% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
6,533
shares
|
$285,492
0.02% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
6,445
shares
|
$281,646
0.06% of portfolio
|
Q2 2025
New holding
|