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 |
|---|---|---|---|---|---|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2,251
shares
|
$98,368
0.04% of portfolio
|
Q2 2025
Reduced 37.03%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,190
shares
|
$95,703
0.01% of portfolio
|
Q2 2025
Added 25.65%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,128
shares
|
$92,993
0.0% of portfolio
|
Q2 2024
Added 6.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,750
shares
|
$76,475
0.0% of portfolio
|
Q4 2023
Reduced 12.5%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,423
shares
|
$62,185
0.0% of portfolio
|
Q2 2025
Reduced 72.95%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
1,180
shares
|
$51,566
0.01% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
861
shares
|
$37,625
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
796
shares
|
$34,785
0.0% of portfolio
|
Q4 2024
Reduced 30.24%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
760
shares
|
$33,212
0.01% of portfolio
|
Q2 2025
Reduced 33.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
640
shares
|
$27,968
0.0% of portfolio
|
Q2 2025
Reduced 39.22%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
554
shares
|
$24,209
0.0% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
554
shares
|
$24,209
0.0% of portfolio
|
Q2 2025
Reduced 69.94%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
453
shares
|
$19,796
0.0% of portfolio
|
Q2 2025
Reduced 41.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
159
shares
|
$6,948
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
128
shares
|
$5,593
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
50
shares
|
$2,185
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
41
shares
|
$1,791
0.0% of portfolio
|
Q4 2022
Reduced 94.67%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
26
shares
|
$1,136
0.0% of portfolio
|
Q2 2025
Reduced 83.85%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|