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 |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
5,766
shares
|
$208,786
0.01% of portfolio
|
Q2 2025
Reduced 39.2%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
5,665
shares
|
$205,129
0.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,644
shares
|
$204,369
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
5,635
shares
|
$204,043
0.0% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
5,340
shares
|
$193,361
0.0% of portfolio
|
Q2 2025
Added 919.08%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
4,154
shares
|
$150,416
0.03% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
4,052
shares
|
$146,722
0.0% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,756
shares
|
$136,004
0.0% of portfolio
|
Q2 2025
Reduced 34.88%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
3,378
shares
|
$122,317
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
2,088
shares
|
$75,606
0.0% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,569
shares
|
$56,813
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,535
shares
|
$55,582
0.0% of portfolio
|
Q1 2025
Reduced 15.33%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,148
shares
|
$41,569
0.0% of portfolio
|
Q2 2025
Reduced 88.32%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,112
shares
|
$40,265
0.01% of portfolio
|
Q2 2025
Reduced 26.94%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,029
shares
|
$37,260
0.0% of portfolio
|
Q2 2025
Reduced 39.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
822
shares
|
$29,764
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
695
shares
|
$25,165
0.01% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
575
shares
|
$20,820
0.0% of portfolio
|
Q3 2024
Added 35.29%
|
|
|
Values First Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
388
shares
|
$14,049
0.01% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
300
shares
|
$10,863
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
295
shares
|
$10,681
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
235
shares
|
$8,509
0.0% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
186
shares
|
$6,735
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
112
shares
|
$4,055
0.0% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
82
shares
|
$2,969
0.0% of portfolio
|
Q2 2024
Reduced 96.53%
|