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 |
|---|---|---|---|---|---|
|
Financial Advisory Corp
Grand Rapids, MI |
Apr 14, 2025 Q1 2025 |
19,466
shares
|
$664,179
0.11% of portfolio
|
Q1 2025
Added 9.53%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
19,129
shares
|
$652,681
0.0% of portfolio
|
Q1 2025
Added 14.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
19,028
shares
|
$649,235
0.0% of portfolio
|
Q1 2025
Added 17.89%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
18,944
shares
|
$646,369
0.0% of portfolio
|
Q1 2025
Reduced 47.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
16,439
shares
|
$560,898
0.0% of portfolio
|
Q4 2024
Reduced 42.22%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
15,758
shares
|
$537,662
0.1% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
15,267
shares
|
$520,910
0.23% of portfolio
|
Q1 2025
Added 82.64%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
14,571
shares
|
$497,162
0.09% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
14,549
shares
|
$496,411
0.0% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
14,331
shares
|
$488,973
0.04% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
13,325
shares
|
$454,648
0.0% of portfolio
|
Q1 2025
Reduced 10.94%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
13,221
shares
|
$451,100
0.0% of portfolio
|
Q1 2025
Added 108.96%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
12,666
shares
|
$432,163
0.13% of portfolio
|
Q1 2025
Added 33.83%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
12,554
shares
|
$428,342
0.0% of portfolio
|
Q1 2025
Reduced 48.94%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
10,523
shares
|
$359,044
0.07% of portfolio
|
Q1 2025
Added 262975.0%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
10,484
shares
|
$357,714
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
10,000
shares
|
$341,200
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
9,838
shares
|
$335,672
0.0% of portfolio
|
Q1 2025
Added 20.93%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
9,831
shares
|
$335,433
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
9,483
shares
|
$323,559
0.02% of portfolio
|
Q1 2025
Reduced 34.23%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
9,388
shares
|
$320,318
0.0% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
8,318
shares
|
$283,810
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
7,702
shares
|
$262,792
0.07% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
7,158
shares
|
$244,230
0.14% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
6,636
shares
|
$226,420
0.23% of portfolio
|
Q4 2024
Reduced 20.21%
|