Institutional Ownership Northern Lts Fd Tr Iv Inspire (WWJD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (WWJD). We have compiled data on the 90 institutions that hold shares in the stock, with a total of 8.58 Million shares, which have been reported (via 13F filing form) to have a value of $300 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
2,589,116
shares
|
$90.5 Million
10.44% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
616,831
shares
|
$21.6 Million
3.52% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
485,086
shares
|
$17 Million
5.61% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jul 24, 2025 Q2 2025 |
468,358
shares
|
$16.4 Million
1.84% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
458,915
shares
|
$16 Million
3.3% of portfolio
|
Q2 2025
Reduced 21.17%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
440,058
shares
|
$15.4 Million
1.17% of portfolio
|
Q2 2025
Added 6297.12%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
365,836
shares
|
$12.8 Million
9.5% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
340,464
shares
|
$11.9 Million
0.87% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Aug 06, 2025 Q2 2025 |
264,967
shares
|
$9.26 Million
6.28% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
248,865
shares
|
$8.7 Million
2.58% of portfolio
|
Q2 2025
Added 55.02%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
161,430
shares
|
$5.64 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
158,185
shares
|
$5.53 Million
0.39% of portfolio
|
Q2 2025
Added 59.51%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
133,079
shares
|
$4.65 Million
0.21% of portfolio
|
Q2 2025
Added 561.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
127,306
shares
|
$4.45 Million
0.0% of portfolio
|
Q2 2025
Added 24.2%
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 06, 2025 Q2 2025 |
108,586
shares
|
$3.8 Million
3.34% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
93,686
shares
|
$3.28 Million
0.28% of portfolio
|
Q2 2025
Added 61.14%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
91,615
shares
|
$3.2 Million
1.18% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
83,779
shares
|
$2.93 Million
0.0% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
66,134
shares
|
$2.31 Million
0.05% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
62,752
shares
|
$2.19 Million
0.02% of portfolio
|
Q2 2025
Added 46.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
60,421
shares
|
$2.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 25.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
58,223
shares
|
$2.04 Million
0.0% of portfolio
|
Q2 2025
Added 13.96%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
57,789
shares
|
$2.02 Million
0.85% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
56,476
shares
|
$1.97 Million
0.02% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
55,779
shares
|
$1.95 Million
0.01% of portfolio
|
Q2 2025
Added 27.47%
|