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 80 institutions that hold shares in the stock, with a total of 11.7 Million shares, which have been reported (via 13F filing form) to have a value of $275 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
40,301
shares
|
$946,670
0.07% of portfolio
|
Q3 2024
Reduced 22.76%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
36,525
shares
|
$857,972
0.02% of portfolio
|
Q4 2023
Added 11.14%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
35,387
shares
|
$831,240
0.06% of portfolio
|
Q3 2024
Reduced 27.82%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
32,731
shares
|
$768,851
0.29% of portfolio
|
Q3 2024
Added 136.99%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
32,344
shares
|
$759,760
0.0% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
27,228
shares
|
$639,585
0.26% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
26,584
shares
|
$624,458
0.34% of portfolio
|
Q2 2024
Reduced 4.21%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
25,779
shares
|
$605,548
0.05% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
25,644
shares
|
$602,377
0.0% of portfolio
|
Q3 2024
Added 9.6%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
24,514
shares
|
$575,833
0.45% of portfolio
|
Q3 2024
Reduced 18.55%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
22,573
shares
|
$530,239
0.05% of portfolio
|
Q3 2024
Added 48.12%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
21,725
shares
|
$510,320
0.17% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,133
shares
|
$496,414
0.0% of portfolio
|
Q3 2024
Reduced 90.66%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
20,938
shares
|
$491,833
0.06% of portfolio
|
Q3 2024
Added 94.66%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
20,809
shares
|
$488,803
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
20,163
shares
|
$473,628
0.03% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
19,630
shares
|
$461,108
0.0% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
18,630
shares
|
$437,618
0.03% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
18,606
shares
|
$437,054
0.01% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Life Guide Financial Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
17,463
shares
|
$410,205
0.18% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
16,898
shares
|
$396,934
0.01% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
16,257
shares
|
$381,876
0.14% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
14,584
shares
|
$342,578
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
13,792
shares
|
$323,974
0.0% of portfolio
|
Q3 2024
Added 15.42%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
13,484
shares
|
$316,739
0.03% of portfolio
|
Q3 2024
New holding
|