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 95 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $285 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
5,651
shares
|
$135,737
0.02% of portfolio
|
Q2 2025
Added 53.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
4,725
shares
|
$113,494
0.0% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,990
shares
|
$71,819
0.0% of portfolio
|
Q2 2025
Added 173.06%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,638
shares
|
$39,344
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
1,466
shares
|
$35,213
0.0% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,000
shares
|
$24,020
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
732
shares
|
$17,582
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
682
shares
|
$16,381
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
386
shares
|
$9,271
0.0% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
373
shares
|
$8,959
0.0% of portfolio
|
Q1 2025
Reduced 41.44%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
255
shares
|
$6,125
0.0% of portfolio
|
Q1 2025
Reduced 94.75%
|
|
|
Values First Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
215
shares
|
$5,164
0.0% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
134
shares
|
$3,218
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
58
shares
|
$1,393
0.0% of portfolio
|
Q4 2024
Reduced 21.62%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
37
shares
|
$888
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
20
shares
|
$480
0.0% of portfolio
|
Q1 2025
Added 1900.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
14
shares
|
$336
0.0% of portfolio
|
Q1 2025
Reduced 99.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$24
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 |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|