Institutional Ownership Northern Lts Fd Tr Iv Inspire (GLRY)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (GLRY). We have compiled data on the 31 institutions that hold shares in the stock, with a total of 2.09 Million shares, which have been reported (via 13F filing form) to have a value of $67 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
778,309
shares
|
$24.9 Million
4.2% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
712,390
shares
|
$22.8 Million
1.69% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
177,280
shares
|
$5.67 Million
0.67% of portfolio
|
Q1 2025
Added 192.41%
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
134,738
shares
|
$4.31 Million
0.25% of portfolio
|
Q1 2025
Added 0.32%
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
56,409
shares
|
$1.81 Million
0.09% of portfolio
|
Q1 2025
Added 3.5%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
36,509
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 10.37%
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
24,262
shares
|
$776,626
0.0% of portfolio
|
Q1 2025
Added 4.02%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
22,450
shares
|
$718,624
0.0% of portfolio
|
Q1 2025
Added 39.41%
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
20,303
shares
|
$649,899
0.0% of portfolio
|
Q1 2025
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
16,701
shares
|
$534,599
0.0% of portfolio
|
Q1 2025
New holding
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
14,823
shares
|
$474,484
0.0% of portfolio
|
Q1 2025
Added 4.45%
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
13,752
shares
|
$440,201
0.12% of portfolio
|
Q1 2025
Added 30.93%
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
12,457
shares
|
$398,748
0.0% of portfolio
|
Q1 2025
Added 26.4%
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
11,512
shares
|
$368,499
0.31% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,926
shares
|
$349,741
0.01% of portfolio
|
Q1 2025
Added 37.54%
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
10,678
shares
|
$341,802
0.01% of portfolio
|
Q1 2025
Added 5.65%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
10,384
shares
|
$332,391
0.0% of portfolio
|
Q4 2024
Reduced 74.38%
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
9,576
shares
|
$306,527
0.0% of portfolio
|
Q1 2025
Added 4966.67%
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
7,267
shares
|
$232,616
0.02% of portfolio
|
Q1 2025
Added 4.02%
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,455
shares
|
$174,614
0.0% of portfolio
|
Q1 2025
Reduced 56.23%
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,449
shares
|
$78,392
0.0% of portfolio
|
Q1 2025
Added 22.21%
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
828
shares
|
$26,504
0.01% of portfolio
|
Q1 2025
New holding
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
654
shares
|
$20,934
0.01% of portfolio
|
Q1 2025
Reduced 85.8%
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
604
shares
|
$19,334
0.0% of portfolio
|
Q1 2025
Reduced 29.93%
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
570
shares
|
$18,245
0.0% of portfolio
|
Q1 2025
New holding
|