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 |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
20,036
shares
|
$475,654
0.03% of portfolio
|
Q1 2025
Reduced 11.3%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
18,285
shares
|
$434,085
0.03% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
18,001
shares
|
$427,343
0.03% of portfolio
|
Q1 2025
Reduced 23.42%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
17,879
shares
|
$424,447
0.05% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
17,008
shares
|
$403,769
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
16,999
shares
|
$403,556
0.01% of portfolio
|
Q1 2025
Added 10.75%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
16,512
shares
|
$391,994
0.01% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
15,940
shares
|
$378,415
0.0% of portfolio
|
Q4 2024
Reduced 52.21%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
15,208
shares
|
$361,037
0.0% of portfolio
|
Q1 2025
Added 55.01%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
15,025
shares
|
$356,693
0.02% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
14,692
shares
|
$348,788
0.13% of portfolio
|
Q1 2025
Added 13.52%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
14,604
shares
|
$346,698
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
13,232
shares
|
$314,127
0.0% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
13,044
shares
|
$309,664
0.23% of portfolio
|
Q4 2024
Added 20.86%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
12,008
shares
|
$285,069
0.02% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
11,716
shares
|
$278,137
0.02% of portfolio
|
Q1 2025
Added 17.52%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
11,665
shares
|
$276,927
0.0% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
11,216
shares
|
$266,267
0.01% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
10,298
shares
|
$244,474
0.02% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
9,842
shares
|
$233,649
0.0% of portfolio
|
Q1 2025
Added 15.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
9,782
shares
|
$232,224
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
8,686
shares
|
$206,205
0.03% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Jun 04, 2025 Q1 2025 |
8,611
shares
|
$204,425
0.96% of portfolio
|
Q1 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
8,500
shares
|
$201,790
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
7,230
shares
|
$171,640
0.0% of portfolio
|
Q1 2025
Added 4.39%
|