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 |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
55,287
shares
|
$1.94 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
53,589
shares
|
$1.88 Million
0.01% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
49,910
shares
|
$1.75 Million
0.08% of portfolio
|
Q2 2025
Reduced 41.88%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,520
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Added 86.66%
|
|
|
Life Guide Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
47,282
shares
|
$1.66 Million
0.79% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
46,955
shares
|
$1.65 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Aug 08, 2025 Q2 2025 |
44,363
shares
|
$1.56 Million
1.22% of portfolio
|
Q2 2025
Added 25.19%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
41,589
shares
|
$1.46 Million
0.13% of portfolio
|
Q2 2025
Added 68.23%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
36,760
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
30,278
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 26.95%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
29,526
shares
|
$1.04 Million
0.41% of portfolio
|
Q2 2025
Added 15.48%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
27,951
shares
|
$981,080
0.12% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
26,970
shares
|
$946,647
0.01% of portfolio
|
Q2 2025
Added 43.98%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
25,100
shares
|
$881,010
0.43% of portfolio
|
Q2 2025
Added 16.35%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
22,778
shares
|
$799,507
0.03% of portfolio
|
Q2 2025
Added 36.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
22,216
shares
|
$779,781
0.0% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
19,549
shares
|
$686,169
0.02% of portfolio
|
Q2 2025
Added 42.49%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
19,238
shares
|
$675,253
0.04% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
16,307
shares
|
$572,375
0.05% of portfolio
|
Q2 2025
Reduced 19.25%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
16,168
shares
|
$567,496
0.01% of portfolio
|
Q2 2025
Added 13.94%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
15,827
shares
|
$555,527
0.03% of portfolio
|
Q2 2025
Reduced 24.83%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
15,600
shares
|
$547,560
0.13% of portfolio
|
Q2 2025
Added 38.05%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
15,277
shares
|
$536,222
0.32% of portfolio
|
Q2 2025
Added 9.74%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
13,707
shares
|
$481,115
0.24% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
13,688
shares
|
$480,448
0.01% of portfolio
|
Q2 2025
Reduced 9.64%
|