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 94 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 $288 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
69,740
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Apr 08, 2025 Q1 2025 |
61,407
shares
|
$1.46 Million
0.87% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
60,954
shares
|
$1.45 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
54,678
shares
|
$1.3 Million
0.13% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
52,165
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Added 64.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
50,303
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 71.09%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
44,644
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
42,648
shares
|
$1.01 Million
0.09% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
42,127
shares
|
$1 Million
0.39% of portfolio
|
Q1 2025
Reduced 37.36%
|
|
|
Paradiem, LLC
|
Apr 22, 2025 Q1 2025 |
37,096
shares
|
$880,659
0.25% of portfolio
|
Q1 2025
Reduced 15.7%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
36,525
shares
|
$867,103
0.02% of portfolio
|
Q4 2023
Added 11.14%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
35,276
shares
|
$837,452
0.78% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
33,795
shares
|
$802,293
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
31,926
shares
|
$757,923
0.0% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
30,971
shares
|
$735,251
0.41% of portfolio
|
Q1 2025
Added 9.12%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
28,934
shares
|
$686,893
0.16% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
28,865
shares
|
$685,255
0.0% of portfolio
|
Q1 2025
Added 11.52%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
28,158
shares
|
$668,470
0.04% of portfolio
|
Q1 2025
Added 61.16%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
25,442
shares
|
$603,993
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
23,728
shares
|
$563,302
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
22,814
shares
|
$541,604
0.04% of portfolio
|
Q1 2025
Reduced 15.31%
|
|
|
Life Guide Financial Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
22,254
shares
|
$528,309
0.28% of portfolio
|
Q1 2025
Added 33.51%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
21,605
shares
|
$512,902
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
21,434
shares
|
$508,843
0.06% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
21,315
shares
|
$506,018
0.19% of portfolio
|
Q1 2025
Added 13.7%
|