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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
6,510
shares
|
$222,121
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
6,497
shares
|
$221,677
0.0% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
6,429
shares
|
$219,357
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
6,081
shares
|
$207,483
0.0% of portfolio
|
Q1 2025
Added 160.88%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
5,921
shares
|
$202,024
0.01% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
5,768
shares
|
$196,804
0.0% of portfolio
|
Q1 2025
Added 62.71%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
5,656
shares
|
$192,982
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,644
shares
|
$192,573
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
4,435
shares
|
$151,322
0.0% of portfolio
|
Q1 2025
Added 104.57%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
4,140
shares
|
$141,256
0.03% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,037
shares
|
$137,742
0.0% of portfolio
|
Q1 2025
Reduced 85.86%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
3,378
shares
|
$115,257
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,088
shares
|
$71,242
0.0% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,687
shares
|
$57,560
0.0% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,535
shares
|
$52,374
0.0% of portfolio
|
Q1 2025
Reduced 15.33%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
1,522
shares
|
$51,930
0.02% of portfolio
|
Q4 2024
Reduced 29.04%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,028
shares
|
$35,075
0.0% of portfolio
|
Q4 2024
Added 80.04%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
822
shares
|
$28,046
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
645
shares
|
$22,007
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
575
shares
|
$19,619
0.0% of portfolio
|
Q3 2024
Added 35.29%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
524
shares
|
$17,878
0.0% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
480
shares
|
$16,377
0.0% of portfolio
|
Q1 2025
Reduced 79.89%
|
|
|
Values First Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
346
shares
|
$11,805
0.01% of portfolio
|
Q4 2024
Reduced 63.15%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
329
shares
|
$11,225
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
300
shares
|
$10,236
0.01% of portfolio
|
Q4 2024
New holding
|