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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
6,085
shares
|
$265,914
0.0% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
6,006
shares
|
$262,462
0.0% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
5,788
shares
|
$252,935
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
5,715
shares
|
$249,745
0.03% of portfolio
|
Q4 2024
Added 16.11%
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Aug 06, 2025 Q2 2025 |
5,667
shares
|
$247,647
0.16% of portfolio
|
Q2 2025
Reduced 98.3%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,549
shares
|
$242,491
0.0% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jul 15, 2025 Q2 2025 |
5,514
shares
|
$240,961
0.17% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Paradiem, LLC
|
Jul 17, 2025 Q2 2025 |
5,479
shares
|
$239,432
0.06% of portfolio
|
Q2 2025
Reduced 27.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,335
shares
|
$233,139
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
5,250
shares
|
$229,425
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,127
shares
|
$224,049
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
5,123
shares
|
$223,875
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
5,102
shares
|
$222,957
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jul 22, 2025 Q2 2025 |
5,100
shares
|
$222,870
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jul 16, 2025 Q2 2025 |
5,000
shares
|
$218,500
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,988
shares
|
$217,975
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
4,953
shares
|
$216,446
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
4,928
shares
|
$215,353
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
4,899
shares
|
$214,086
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
4,892
shares
|
$213,780
0.04% of portfolio
|
Q2 2025
Reduced 72.8%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
4,591
shares
|
$200,626
0.03% of portfolio
|
Q2 2025
Added 169.9%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
4,315
shares
|
$188,565
0.0% of portfolio
|
Q2 2025
Added 182.4%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
3,248
shares
|
$141,937
0.01% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,030
shares
|
$132,411
0.0% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,558
shares
|
$111,784
0.0% of portfolio
|
Q1 2020
Added 84.71%
|