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 |
|---|---|---|---|---|---|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
19,576
shares
|
$708,846
0.26% of portfolio
|
Q2 2025
Reduced 14.75%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
19,256
shares
|
$697,259
0.0% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
18,815
shares
|
$681,291
0.01% of portfolio
|
Q2 2025
Added 42.31%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
15,992
shares
|
$579,070
0.21% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
15,972
shares
|
$578,346
0.05% of portfolio
|
Q2 2025
Reduced 59.44%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
14,331
shares
|
$518,925
0.03% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
14,320
shares
|
$518,527
0.08% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
14,300
shares
|
$517,803
0.12% of portfolio
|
Q2 2025
Added 43.0%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
13,331
shares
|
$482,715
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
13,170
shares
|
$476,885
0.0% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
12,997
shares
|
$470,621
0.0% of portfolio
|
Q2 2025
Reduced 20.94%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
11,783
shares
|
$426,662
0.1% of portfolio
|
Q2 2025
Reduced 6.97%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
10,793
shares
|
$390,814
0.0% of portfolio
|
Q2 2025
Reduced 19.0%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,585
shares
|
$383,282
0.0% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
10,539
shares
|
$381,617
0.03% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
7,768
shares
|
$281,279
0.0% of portfolio
|
Q2 2025
Reduced 21.04%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
7,331
shares
|
$265,455
0.13% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
7,296
shares
|
$264,188
0.07% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
6,902
shares
|
$249,921
0.03% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
6,663
shares
|
$241,267
0.2% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
6,530
shares
|
$236,451
0.0% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
6,506
shares
|
$235,582
0.0% of portfolio
|
Q2 2025
Reduced 48.18%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
6,492
shares
|
$235,075
0.0% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
6,430
shares
|
$232,830
0.0% of portfolio
|
Q2 2025
Added 44.98%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
5,905
shares
|
$213,820
0.06% of portfolio
|
Q2 2025
New holding
|