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 98 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 $294 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
17,428
shares
|
$423,674
0.01% of portfolio
|
Q2 2025
Reduced 88.34%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
17,306
shares
|
$420,708
0.01% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
17,290
shares
|
$420,319
0.0% of portfolio
|
Q2 2025
Reduced 61.27%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
16,648
shares
|
$404,712
0.0% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
16,014
shares
|
$389,300
0.23% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
15,940
shares
|
$387,501
0.0% of portfolio
|
Q4 2024
Reduced 52.21%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
15,860
shares
|
$385,556
0.01% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
15,533
shares
|
$377,607
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
14,817
shares
|
$360,201
0.12% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 14, 2025 Q3 2025 |
14,390
shares
|
$349,820
0.11% of portfolio
|
Q3 2025
Added 24.3%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
14,366
shares
|
$349,237
0.02% of portfolio
|
Q2 2025
Reduced 20.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
14,202
shares
|
$345,250
0.0% of portfolio
|
Q2 2025
Added 21.75%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
12,544
shares
|
$304,944
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
12,544
shares
|
$304,944
0.01% of portfolio
|
Q2 2025
Reduced 17.52%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
12,420
shares
|
$301,930
0.02% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
11,396
shares
|
$277,036
0.02% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
11,272
shares
|
$274,022
0.07% of portfolio
|
Q2 2025
Reduced 66.65%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
10,755
shares
|
$261,454
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
10,627
shares
|
$258,342
0.01% of portfolio
|
Q3 2025
Reduced 11.26%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
9,174
shares
|
$223,019
0.02% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Oct 08, 2025 Q3 2025 |
9,171
shares
|
$222,947
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
9,169
shares
|
$222,898
0.01% of portfolio
|
Q2 2025
Reduced 10.96%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Sep 02, 2025 Q2 2025 |
8,951
shares
|
$217,598
0.81% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
8,803
shares
|
$214,000
0.0% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
8,720
shares
|
$211,983
0.03% of portfolio
|
Q2 2025
New holding
|