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 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $285 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
|
$70.6 Million
8.3% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
1,429,270
shares
|
$34.3 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%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
637,196
shares
|
$15.3 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
|
$14.9 Million
0.44% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
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%
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Aug 06, 2025 Q2 2025 |
582,857
shares
|
$14 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
|
$8.82 Million
1.85% of portfolio
|
Q2 2025
Reduced 12.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
346,177
shares
|
$8.32 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
|
$7.59 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
|
$7.34 Million
0.52% of portfolio
|
Q2 2025
Reduced 30.9%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
179,970
shares
|
$4.32 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 |
Aug 12, 2025 Q2 2025 |
139,357
shares
|
$3.35 Million
3.57% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
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
|
$3.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
124,936
shares
|
$3 Million
1.28% of portfolio
|
Q2 2025
Added 17.02%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
121,541
shares
|
$2.92 Million
0.02% of portfolio
|
Q2 2025
Added 58.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
110,649
shares
|
$2.66 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
97,088
shares
|
$2.33 Million
0.01% of portfolio
|
Q2 2025
Added 86.12%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
92,488
shares
|
$2.22 Million
0.0% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
81,784
shares
|
$1.96 Million
0.71% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
78,007
shares
|
$1.87 Million
0.16% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
75,095
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Added 62.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
69,265
shares
|
$1.66 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.68%
|