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 118 institutions that hold shares in the stock, with a total of 5.18 Million shares, which have been reported (via 13F filing form) to have a value of $215 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
15,298
shares
|
$635,325
0.04% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
14,936
shares
|
$620,292
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
14,479
shares
|
$601,312
0.01% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
13,662
shares
|
$567,382
0.14% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
13,186
shares
|
$547,614
0.0% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Values First Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
12,996
shares
|
$539,723
0.3% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
12,630
shares
|
$524,523
0.1% of portfolio
|
Q1 2025
Reduced 33.81%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
12,268
shares
|
$509,490
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
11,154
shares
|
$463,225
0.01% of portfolio
|
Q1 2025
Added 21.9%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
10,916
shares
|
$453,341
0.1% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
10,905
shares
|
$452,884
0.03% of portfolio
|
Q1 2025
Added 45.26%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
9,463
shares
|
$392,998
0.0% of portfolio
|
Q1 2025
Added 126.44%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
8,841
shares
|
$367,166
0.01% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
8,762
shares
|
$363,885
0.26% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
8,619
shares
|
$357,947
0.01% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
8,495
shares
|
$352,797
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
7,873
shares
|
$326,965
0.11% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
7,758
shares
|
$322,189
0.0% of portfolio
|
Q1 2025
Reduced 75.53%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
7,553
shares
|
$313,676
0.03% of portfolio
|
Q2 2025
Added 22.28%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,494
shares
|
$311,225
0.11% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
7,090
shares
|
$294,447
0.09% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
6,981
shares
|
$289,920
0.04% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,916
shares
|
$287,221
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,792
shares
|
$282,071
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
6,696
shares
|
$278,084
0.0% of portfolio
|
Q1 2025
Reduced 18.93%
|