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 |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
13,346
shares
|
$468,444
0.04% of portfolio
|
Q2 2025
Added 28.08%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
11,551
shares
|
$405,440
0.0% of portfolio
|
Q2 2025
Reduced 18.85%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
11,160
shares
|
$391,716
0.21% of portfolio
|
Q2 2025
Added 15.21%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
10,171
shares
|
$357,002
0.09% of portfolio
|
Q2 2025
Reduced 22.85%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
9,603
shares
|
$337,065
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
9,353
shares
|
$328,290
0.08% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
9,203
shares
|
$323,025
0.02% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
9,000
shares
|
$315,900
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,984
shares
|
$315,338
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
8,745
shares
|
$306,949
0.08% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
8,134
shares
|
$285,503
0.01% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
7,477
shares
|
$262,442
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
6,985
shares
|
$245,173
0.03% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
6,944
shares
|
$243,734
0.02% of portfolio
|
Q2 2025
Reduced 14.23%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,252
shares
|
$219,445
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
6,128
shares
|
$215,092
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
4,809
shares
|
$168,795
0.0% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
4,775
shares
|
$167,602
0.01% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
4,662
shares
|
$163,636
0.06% of portfolio
|
Q2 2025
Added 1366.04%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
3,149
shares
|
$110,529
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,001
shares
|
$105,335
0.0% of portfolio
|
Q2 2025
Reduced 16.78%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,519
shares
|
$88,416
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2,075
shares
|
$72,832
0.03% of portfolio
|
Q2 2025
Reduced 28.82%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
1,958
shares
|
$68,725
0.01% of portfolio
|
Q1 2025
Reduced 46.91%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,788
shares
|
$62,758
0.0% of portfolio
|
Q1 2025
Reduced 16.06%
|