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 16 institutions that hold shares in the stock, with a total of 2.78 Million shares, which have been reported (via 13F filing form) to have a value of $75.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
2,686,591
shares
|
$73.3 Million
9.07% of portfolio
|
Q1 2025
Reduced 10.97%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
29,846
shares
|
$813,900
0.03% of portfolio
|
Q1 2025
Added 16.39%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jun 03, 2025 Q1 2025 |
16,530
shares
|
$450,773
0.05% of portfolio
|
Q1 2024
Reduced 35.51%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,953
shares
|
$353,228
0.01% of portfolio
|
Q4 2023
Reduced 0.19%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
8,653
shares
|
$235,967
0.05% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
6,154
shares
|
$167,819
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
5,081
shares
|
$138,558
0.0% of portfolio
|
Q1 2025
Added 56.39%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
4,340
shares
|
$118,351
0.02% of portfolio
|
Q1 2025
Reduced 87.24%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,228
shares
|
$60,757
0.0% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,953
shares
|
$53,258
0.0% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,583
shares
|
$43,168
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,562
shares
|
$42,595
0.01% of portfolio
|
Q4 2024
Added 67.96%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,432
shares
|
$39,050
0.0% of portfolio
|
Q1 2025
Added 1975.36%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
519
shares
|
$14,153
0.01% of portfolio
|
Q1 2025
Added 239.22%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
4
shares
|
$109
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|