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 19 institutions that hold shares in the stock, with a total of 2.84 Million shares, which have been reported (via 13F filing form) to have a value of $82.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
2,603,606
shares
|
$75.8 Million
8.45% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
129,203
shares
|
$3.76 Million
0.28% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
31,271
shares
|
$910,298
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
16,530
shares
|
$481,188
0.05% of portfolio
|
Q1 2024
Reduced 35.51%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,430
shares
|
$390,947
0.02% of portfolio
|
Q3 2025
Reduced 51.32%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,953
shares
|
$377,061
0.01% of portfolio
|
Q4 2023
Reduced 0.19%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
8,283
shares
|
$241,118
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
8,126
shares
|
$236,547
0.04% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
4,957
shares
|
$144,298
0.0% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
4,340
shares
|
$126,337
0.02% of portfolio
|
Q1 2025
Reduced 87.24%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,927
shares
|
$114,314
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
3,570
shares
|
$103,922
0.0% of portfolio
|
Q3 2025
Added 82.61%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,583
shares
|
$46,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
773
shares
|
$22,502
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
519
shares
|
$15,108
0.0% of portfolio
|
Q1 2025
Added 239.22%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
182
shares
|
$5,298
0.0% of portfolio
|
Q3 2025
Reduced 9.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
20
shares
|
$582
0.0% of portfolio
|
Q3 2025
Added 300.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2
shares
|
$58
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|