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 80 institutions that hold shares in the stock, with a total of 3.91 Million shares, which have been reported (via 13F filing form) to have a value of $142 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
1,382,520
shares
|
$50.1 Million
5.78% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
315,582
shares
|
$11.4 Million
0.81% of portfolio
|
Q2 2025
Added 17.51%
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Aug 06, 2025 Q2 2025 |
307,179
shares
|
$11.1 Million
7.55% of portfolio
|
Q2 2025
New holding
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jul 24, 2025 Q2 2025 |
229,889
shares
|
$8.32 Million
0.93% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
193,416
shares
|
$7 Million
1.44% of portfolio
|
Q2 2025
Reduced 13.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
190,458
shares
|
$6.9 Million
0.0% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
160,647
shares
|
$5.82 Million
0.17% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
152,350
shares
|
$5.52 Million
0.42% of portfolio
|
Q2 2025
Added 467.22%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
62,818
shares
|
$2.27 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
61,442
shares
|
$2.22 Million
0.15% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
60,430
shares
|
$2.19 Million
0.09% of portfolio
|
Q2 2025
Added 32.12%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
60,013
shares
|
$2.17 Million
0.01% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 06, 2025 Q2 2025 |
44,884
shares
|
$1.63 Million
1.43% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
44,204
shares
|
$1.6 Million
0.05% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
38,853
shares
|
$1.41 Million
0.06% of portfolio
|
Q2 2025
Added 21.67%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
38,750
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.54%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
31,723
shares
|
$1.15 Million
0.1% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
30,422
shares
|
$1.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
29,599
shares
|
$1.07 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
27,614
shares
|
$999,902
0.0% of portfolio
|
Q4 2022
Reduced 7.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
23,754
shares
|
$860,132
0.0% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
22,965
shares
|
$831,562
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
22,123
shares
|
$801,073
0.07% of portfolio
|
Q2 2025
Reduced 10.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
21,244
shares
|
$769,245
0.0% of portfolio
|
Q2 2025
Added 11.65%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
20,358
shares
|
$737,163
0.11% of portfolio
|
Q2 2025
Added 4.58%
|