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 90 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $295 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Apr 08, 2025 Q1 2025 |
61,407
shares
|
$1.45 Million
0.87% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
59,623
shares
|
$1.41 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
55,414
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
Added 11.7%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
53,515
shares
|
$1.26 Million
0.13% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
49,705
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Added 135.2%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
44,973
shares
|
$1.06 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Paradiem, LLC
|
Jan 17, 2025 Q4 2024 |
44,007
shares
|
$1.04 Million
0.28% of portfolio
|
Q4 2024
Reduced 23.75%
|
|
|
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%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
41,860
shares
|
$989,151
0.0% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
37,709
shares
|
$891,063
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
36,525
shares
|
$863,085
0.02% of portfolio
|
Q4 2023
Added 11.14%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
35,554
shares
|
$840,141
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
32,367
shares
|
$764,832
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
31,690
shares
|
$748,834
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
30,971
shares
|
$731,844
0.41% of portfolio
|
Q1 2025
Added 9.12%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
28,443
shares
|
$672,108
0.21% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
26,937
shares
|
$636,521
0.05% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
25,883
shares
|
$611,615
0.0% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
25,442
shares
|
$601,194
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
23,505
shares
|
$555,423
0.03% of portfolio
|
Q4 2024
Reduced 33.58%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
22,589
shares
|
$533,778
0.03% of portfolio
|
Q4 2024
Added 112.18%
|
|
|
Life Guide Financial Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
22,254
shares
|
$525,862
0.28% of portfolio
|
Q1 2025
Added 33.51%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
21,315
shares
|
$503,673
0.19% of portfolio
|
Q1 2025
Added 13.7%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
21,184
shares
|
$500,577
0.06% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
19,071
shares
|
$450,647
0.03% of portfolio
|
Q4 2024
Reduced 5.42%
|