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 3.57 Million shares, which have been reported (via 13F filing form) to have a value of $122 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
1,295,537
shares
|
$44.2 Million
5.77% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
268,567
shares
|
$9.16 Million
0.6% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
224,046
shares
|
$7.64 Million
1.45% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jun 03, 2025 Q1 2025 |
223,049
shares
|
$7.61 Million
0.94% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
174,594
shares
|
$5.96 Million
0.0% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
152,768
shares
|
$5.21 Million
0.18% of portfolio
|
Q1 2025
Reduced 45.35%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
149,323
shares
|
$5.09 Million
1.59% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
64,364
shares
|
$2.2 Million
0.35% of portfolio
|
Q1 2025
Reduced 18.46%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
60,605
shares
|
$2.07 Million
0.2% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
59,956
shares
|
$2.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
48,162
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
47,157
shares
|
$1.61 Million
1.52% of portfolio
|
Q1 2025
Added 17.11%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
45,738
shares
|
$1.56 Million
0.07% of portfolio
|
Q1 2025
Added 146.02%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
43,220
shares
|
$1.47 Million
0.05% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
39,376
shares
|
$1.34 Million
0.12% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
31,932
shares
|
$1.09 Million
0.05% of portfolio
|
Q1 2025
Reduced 44.5%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
31,100
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Added 89.63%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
30,973
shares
|
$1.06 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
30,309
shares
|
$1.03 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
30,010
shares
|
$1.02 Million
0.39% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
27,614
shares
|
$942,189
0.0% of portfolio
|
Q4 2022
Reduced 7.97%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
26,859
shares
|
$916,429
0.08% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
24,686
shares
|
$842,286
0.07% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
24,151
shares
|
$824,032
0.0% of portfolio
|
Q1 2025
Reduced 16.42%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 07, 2025 Q1 2025 |
22,964
shares
|
$783,531
0.3% of portfolio
|
Q1 2025
Reduced 21.03%
|