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 89 institutions that hold shares in the stock, with a total of 8.74 Million shares, which have been reported (via 13F filing form) to have a value of $309 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
|
$91.6 Million
10.44% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
616,831
shares
|
$21.8 Million
3.52% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
485,086
shares
|
$17.2 Million
5.61% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
458,915
shares
|
$16.2 Million
3.3% of portfolio
|
Q2 2025
Reduced 21.17%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
452,304
shares
|
$16 Million
1.67% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
440,058
shares
|
$15.6 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
|
$12.9 Million
9.5% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
337,404
shares
|
$11.9 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
282,226
shares
|
$9.99 Million
1.73% of portfolio
|
Q3 2025
Added 78.42%
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Aug 06, 2025 Q2 2025 |
264,967
shares
|
$9.38 Million
6.28% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
257,218
shares
|
$9.1 Million
2.67% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
161,430
shares
|
$5.71 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
133,079
shares
|
$4.71 Million
0.21% of portfolio
|
Q2 2025
Added 561.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
127,306
shares
|
$4.51 Million
0.0% of portfolio
|
Q2 2025
Added 24.2%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
125,629
shares
|
$4.45 Million
0.36% of portfolio
|
Q3 2025
Added 34.1%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
97,744
shares
|
$3.46 Million
2.7% of portfolio
|
Q3 2025
Reduced 9.98%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
91,615
shares
|
$3.24 Million
1.18% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
89,088
shares
|
$3.15 Million
0.0% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
75,384
shares
|
$2.67 Million
0.06% of portfolio
|
Q3 2025
Added 13.99%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
62,752
shares
|
$2.22 Million
0.02% of portfolio
|
Q2 2025
Added 46.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
60,421
shares
|
$2.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 25.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
58,223
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2025
Added 13.96%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
57,517
shares
|
$2.04 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
56,476
shares
|
$2 Million
0.02% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
55,779
shares
|
$1.97 Million
0.01% of portfolio
|
Q2 2025
Added 27.47%
|