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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
24,680
shares
|
$869,476
0.08% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
24,586
shares
|
$866,164
0.01% of portfolio
|
Q4 2024
Added 53.62%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
18,591
shares
|
$654,960
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
18,467
shares
|
$650,592
0.05% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Feb 26, 2025 Q4 2024 |
17,773
shares
|
$626,142
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
17,260
shares
|
$608,069
0.12% of portfolio
|
Q1 2024
Reduced 8.07%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
16,679
shares
|
$587,601
0.0% of portfolio
|
Q4 2024
Added 49.59%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
16,400
shares
|
$577,772
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
16,141
shares
|
$568,647
0.0% of portfolio
|
Q4 2024
Added 17.93%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
14,961
shares
|
$527,076
0.0% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
14,863
shares
|
$523,623
0.1% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
14,419
shares
|
$507,981
0.04% of portfolio
|
Q4 2024
Reduced 22.79%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
14,331
shares
|
$504,881
0.04% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
13,967
shares
|
$492,057
0.0% of portfolio
|
Q4 2024
Added 36.78%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
11,734
shares
|
$413,388
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
10,619
shares
|
$374,107
0.04% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
9,831
shares
|
$346,346
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
9,464
shares
|
$333,416
0.09% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
8,449
shares
|
$297,658
0.0% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Feb 19, 2025 Q4 2024 |
8,359
shares
|
$294,487
0.29% of portfolio
|
Q4 2024
Reduced 36.35%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
8,135
shares
|
$286,596
0.0% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
7,999
shares
|
$281,804
0.09% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
7,848
shares
|
$276,485
0.0% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
7,118
shares
|
$250,767
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
6,675
shares
|
$235,160
0.13% of portfolio
|
Q4 2024
Reduced 12.14%
|