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 |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
55,287
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
53,589
shares
|
$1.9 Million
0.01% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
53,284
shares
|
$1.89 Million
0.34% of portfolio
|
Q3 2025
Added 13.48%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
49,910
shares
|
$1.77 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
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Added 86.66%
|
|
|
Life Guide Financial Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
47,852
shares
|
$1.69 Million
0.79% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
47,209
shares
|
$1.67 Million
0.13% of portfolio
|
Q3 2025
Added 13.51%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Aug 08, 2025 Q2 2025 |
44,363
shares
|
$1.57 Million
1.22% of portfolio
|
Q2 2025
Added 25.19%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
36,760
shares
|
$1.3 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
|
$1.07 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
|
$989,185
0.12% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
27,797
shares
|
$983,735
0.48% of portfolio
|
Q3 2025
Added 10.75%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
26,970
shares
|
$954,468
0.01% of portfolio
|
Q2 2025
Added 43.98%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
22,778
shares
|
$806,113
0.03% of portfolio
|
Q2 2025
Added 36.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
22,216
shares
|
$786,224
0.0% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
19,549
shares
|
$691,839
0.02% of portfolio
|
Q2 2025
Added 42.49%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
19,238
shares
|
$680,832
0.04% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
16,501
shares
|
$583,970
0.01% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
16,307
shares
|
$577,104
0.05% of portfolio
|
Q2 2025
Reduced 19.25%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
15,600
shares
|
$552,084
0.13% of portfolio
|
Q2 2025
Added 38.05%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
15,277
shares
|
$540,653
0.32% of portfolio
|
Q2 2025
Added 9.74%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
13,688
shares
|
$484,418
0.01% of portfolio
|
Q2 2025
Reduced 9.64%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
13,346
shares
|
$472,314
0.04% of portfolio
|
Q2 2025
Added 28.08%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
12,612
shares
|
$446,338
0.26% of portfolio
|
Q3 2025
Reduced 7.99%
|