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 95 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $296 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
2,947,333
shares
|
$70.9 Million
9.14% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
1,429,270
shares
|
$34.4 Million
6.35% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
899,262
shares
|
$21.6 Million
1.67% of portfolio
|
Q2 2025
Added 33.57%
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Apr 15, 2025 Q1 2025 |
877,200
shares
|
$21.1 Million
14.52% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
616,209
shares
|
$14.8 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
613,272
shares
|
$14.8 Million
5.6% of portfolio
|
Q1 2025
Added 14.64%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jul 24, 2025 Q2 2025 |
598,053
shares
|
$14.4 Million
1.64% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
441,956
shares
|
$10.6 Million
0.68% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
419,334
shares
|
$10.1 Million
1.89% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
316,159
shares
|
$7.61 Million
2.8% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
308,288
shares
|
$7.42 Million
0.0% of portfolio
|
Q1 2025
Added 23.36%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
179,970
shares
|
$4.33 Million
0.62% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
147,185
shares
|
$3.54 Million
1.07% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
May 13, 2025 Q1 2025 |
143,713
shares
|
$3.46 Million
4.05% of portfolio
|
Q1 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
133,169
shares
|
$3.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
130,435
shares
|
$3.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
124,936
shares
|
$3.01 Million
1.28% of portfolio
|
Q2 2025
Added 17.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
114,245
shares
|
$2.75 Million
0.01% of portfolio
|
Q1 2025
Added 16.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
92,488
shares
|
$2.23 Million
0.0% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
89,573
shares
|
$2.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 28.6%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
81,784
shares
|
$1.97 Million
0.71% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
78,007
shares
|
$1.88 Million
0.16% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
76,783
shares
|
$1.85 Million
0.02% of portfolio
|
Q1 2025
Added 103.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
75,095
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Added 62.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
69,265
shares
|
$1.67 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.68%
|