Institutional Ownership Northern Lts Fd Tr Iv (ISMD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (ISMD). We have compiled data on the 81 institutions that hold shares in the stock, with a total of 3.81 Million shares, which have been reported (via 13F filing form) to have a value of $132 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
1,349,746
shares
|
$47.5 Million
7.03% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
279,521
shares
|
$9.84 Million
0.35% of portfolio
|
Q4 2024
Added 14.46%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
258,814
shares
|
$9.11 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
240,343
shares
|
$8.46 Million
1.72% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
234,430
shares
|
$8.25 Million
1.02% of portfolio
|
Q4 2024
Added 9.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
165,434
shares
|
$5.82 Million
0.0% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
142,524
shares
|
$5.02 Million
1.65% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
78,940
shares
|
$2.78 Million
0.44% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
64,547
shares
|
$2.27 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
60,574
shares
|
$2.13 Million
0.01% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
57,534
shares
|
$2.03 Million
0.11% of portfolio
|
Q4 2024
Added 38.95%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
54,016
shares
|
$1.9 Million
0.0% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
41,542
shares
|
$1.46 Million
0.05% of portfolio
|
Q4 2024
Added 62.9%
|
|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
40,267
shares
|
$1.42 Million
1.38% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
39,098
shares
|
$1.38 Million
0.1% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
35,872
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
32,263
shares
|
$1.14 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.96%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
31,966
shares
|
$1.13 Million
0.48% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
30,359
shares
|
$1.07 Million
0.07% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
29,080
shares
|
$1.02 Million
0.49% of portfolio
|
Q4 2024
Reduced 16.79%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
29,021
shares
|
$1.02 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
28,894
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 38.32%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
28,553
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Added 603.45%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
27,614
shares
|
$972,012
0.0% of portfolio
|
Q4 2022
Reduced 7.97%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
24,686
shares
|
$868,947
0.08% of portfolio
|
Q4 2024
Reduced 5.98%
|