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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,703
shares
|
$111,649
0.0% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
3,683
shares
|
$87,434
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,638
shares
|
$38,886
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
1,452
shares
|
$34,470
0.0% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,280
shares
|
$30,387
0.0% of portfolio
|
Q4 2024
Added 275.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,095
shares
|
$25,995
0.0% of portfolio
|
Q2 2024
Added 35.52%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,000
shares
|
$23,740
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
732
shares
|
$17,377
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
386
shares
|
$9,163
0.0% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
373
shares
|
$8,855
0.0% of portfolio
|
Q1 2025
Reduced 41.44%
|
|
|
Values First Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
257
shares
|
$6,101
0.0% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
255
shares
|
$6,053
0.0% of portfolio
|
Q1 2025
Reduced 94.75%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
202
shares
|
$4,795
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
58
shares
|
$1,376
0.0% of portfolio
|
Q4 2024
Reduced 21.62%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
20
shares
|
$474
0.0% of portfolio
|
Q1 2025
Added 1900.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
14
shares
|
$332
0.0% of portfolio
|
Q1 2025
Reduced 99.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$23
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|