Institutional Ownership Northern Lts Fd Tr Iv Inspire (IBD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (IBD). We have compiled data on the 98 institutions that hold shares in the stock, with a total of 12.1 Million shares, which have been reported (via 13F filing form) to have a value of $294 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
2,938,025
shares
|
$71.4 Million
8.3% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
1,463,000
shares
|
$35.6 Million
5.85% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
899,262
shares
|
$21.9 Million
1.67% of portfolio
|
Q2 2025
Added 33.57%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
661,400
shares
|
$16.1 Million
1.67% of portfolio
|
Q3 2025
Added 10.59%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
637,196
shares
|
$15.5 Million
5.16% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
619,922
shares
|
$15.1 Million
0.44% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Aug 06, 2025 Q2 2025 |
582,857
shares
|
$14.2 Million
9.68% of portfolio
|
Q2 2025
Reduced 33.55%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
367,148
shares
|
$8.93 Million
1.85% of portfolio
|
Q2 2025
Reduced 12.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
346,177
shares
|
$8.42 Million
0.0% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
316,159
shares
|
$7.69 Million
2.8% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
305,387
shares
|
$7.42 Million
0.52% of portfolio
|
Q2 2025
Reduced 30.9%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
179,970
shares
|
$4.38 Million
0.62% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
151,633
shares
|
$3.69 Million
1.08% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
139,357
shares
|
$3.39 Million
3.57% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
133,169
shares
|
$3.24 Million
0.05% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
132,278
shares
|
$3.22 Million
1.28% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
130,435
shares
|
$3.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
121,541
shares
|
$2.95 Million
0.02% of portfolio
|
Q2 2025
Added 58.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
110,649
shares
|
$2.69 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
97,583
shares
|
$2.37 Million
0.0% of portfolio
|
Q2 2025
Added 70.27%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
97,088
shares
|
$2.36 Million
0.01% of portfolio
|
Q2 2025
Added 86.12%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
89,858
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
84,279
shares
|
$2.05 Million
0.7% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
79,116
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
78,007
shares
|
$1.9 Million
0.16% of portfolio
|
Q2 2025
Added 4.05%
|