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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
937
shares
|
$32,888
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
634
shares
|
$22,253
0.0% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
561
shares
|
$19,691
0.0% of portfolio
|
Q2 2024
Added 45.71%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
527
shares
|
$18,497
0.0% of portfolio
|
Q2 2025
Added 21.43%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
400
shares
|
$14,040
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
292
shares
|
$10,249
0.0% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
271
shares
|
$9,512
0.0% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
250
shares
|
$8,775
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
224
shares
|
$7,862
0.0% of portfolio
|
Q1 2024
Added 17.89%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
223
shares
|
$7,827
0.0% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
222
shares
|
$7,792
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
168
shares
|
$5,896
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
55
shares
|
$1,930
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
30
shares
|
$1,053
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|