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 |
|---|---|---|---|---|---|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
18,136
shares
|
$428,553
0.69% of portfolio
|
Q4 2024
Reduced 26.02%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
17,472
shares
|
$412,863
0.03% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
16,882
shares
|
$398,921
0.04% of portfolio
|
Q4 2024
Added 15.76%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
16,512
shares
|
$390,178
0.01% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
15,940
shares
|
$376,662
0.0% of portfolio
|
Q4 2024
Reduced 52.21%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
15,349
shares
|
$362,696
0.02% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
15,166
shares
|
$358,372
0.02% of portfolio
|
Q4 2024
Added 41.21%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
13,232
shares
|
$312,672
0.0% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
13,044
shares
|
$308,229
0.23% of portfolio
|
Q4 2024
Added 20.86%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
12,942
shares
|
$305,819
0.11% of portfolio
|
Q4 2024
Reduced 20.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
12,658
shares
|
$299,108
0.0% of portfolio
|
Q4 2024
Reduced 8.22%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
12,008
shares
|
$283,749
0.02% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
11,216
shares
|
$265,034
0.01% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
11,068
shares
|
$261,536
0.02% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
9,969
shares
|
$235,567
0.02% of portfolio
|
Q4 2024
Reduced 26.07%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
9,811
shares
|
$231,833
0.0% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,238
shares
|
$218,293
0.0% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
8,650
shares
|
$204,399
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
8,542
shares
|
$201,847
0.0% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
8,318
shares
|
$196,554
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
6,926
shares
|
$163,661
0.0% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
4,855
shares
|
$114,723
0.07% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
4,548
shares
|
$107,469
0.0% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,802
shares
|
$66,211
0.0% of portfolio
|
Q4 2024
Added 315.73%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,638
shares
|
$38,705
0.0% of portfolio
|
Q4 2024
New holding
|