Institutional Ownership Northern Lts Fd Tr Iv Inspire (RISN)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (RISN). We have compiled data on the 14 institutions that hold shares in the stock, with a total of 3.15 Million shares, which have been reported (via 13F filing form) to have a value of $85 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
3,017,625
shares
|
$81.5 Million
11.08% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
34,000
shares
|
$918,000
0.19% of portfolio
|
Q4 2024
Reduced 31.29%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
24,186
shares
|
$653,022
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
22,095
shares
|
$596,565
0.0% of portfolio
|
Q3 2024
Added 35.17%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
16,530
shares
|
$446,310
0.05% of portfolio
|
Q1 2024
Reduced 35.51%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,953
shares
|
$349,731
0.01% of portfolio
|
Q4 2023
Reduced 0.19%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
11,567
shares
|
$312,309
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,249
shares
|
$87,723
0.0% of portfolio
|
Q2 2024
Reduced 42.55%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
2,218
shares
|
$59,886
0.0% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
1,977
shares
|
$53,379
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,953
shares
|
$52,731
0.0% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
930
shares
|
$25,110
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
153
shares
|
$4,131
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|