Institutional Ownership Northern Lts Fd Tr Iv (BIBL)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv (BIBL). We have compiled data on the 102 institutions that hold shares in the stock, with a total of 6.16 Million shares, which have been reported (via 13F filing form) to have a value of $234 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2024 Q1 2024 |
1,281,058
shares
|
$48.7 Million
7.27% of portfolio
|
Q1 2024
Added 1.37%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Apr 16, 2024 Q1 2024 |
497,749
shares
|
$18.9 Million
2.14% of portfolio
|
Q1 2024
Added 269.66%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 13, 2024 Q1 2024 |
460,671
shares
|
$17.5 Million
16.19% of portfolio
|
Q1 2024
Added 98.46%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
282,467
shares
|
$10.7 Million
0.44% of portfolio
|
Q1 2024
Added 0.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
250,978
shares
|
$9.53 Million
0.01% of portfolio
|
Q1 2024
Added 12.62%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 13, 2024 Q1 2024 |
218,422
shares
|
$8.3 Million
1.77% of portfolio
|
Q1 2024
Reduced 6.06%
|
|
|
Strategic Equity Management
|
Apr 16, 2024 Q1 2024 |
210,597
shares
|
$8 Million
7.36% of portfolio
|
Q1 2024
Added 31.21%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
201,115
shares
|
$7.64 Million
0.09% of portfolio
|
Q1 2024
Added 1.1%
|
|
|
Inspire Investing, LLC
Meridian, ID |
May 07, 2024 Q1 2024 |
193,176
shares
|
$7.34 Million
0.78% of portfolio
|
Q1 2024
Reduced 6.06%
|
|
|
Lvz, Inc.
|
Apr 17, 2024 Q1 2024 |
190,922
shares
|
$7.25 Million
1.02% of portfolio
|
Q1 2024
Added 13.9%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
177,016
shares
|
$6.72 Million
0.03% of portfolio
|
Q1 2024
Added 7.96%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
May 01, 2024 Q1 2024 |
153,535
shares
|
$5.83 Million
0.35% of portfolio
|
Q1 2024
Added 1.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
133,048
shares
|
$5.05 Million
0.01% of portfolio
|
Q1 2024
Reduced 64.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
119,622
shares
|
$4.54 Million
0.02% of portfolio
|
Q1 2024
Added 0.64%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
98,432
shares
|
$3.74 Million
0.01% of portfolio
|
Q1 2024
Added 1.91%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 22, 2024 Q1 2024 |
94,437
shares
|
$3.59 Million
1.59% of portfolio
|
Q1 2024
Added 67.25%
|
|
|
Moneywise, Inc.
|
Apr 22, 2024 Q1 2024 |
81,061
shares
|
$3.08 Million
1.72% of portfolio
|
Q1 2024
Added 117.45%
|
|
|
Belpointe Asset Management LLC
|
May 08, 2024 Q1 2024 |
70,871
shares
|
$2.69 Million
0.22% of portfolio
|
Q1 2024
Added 12.43%
|
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
69,912
shares
|
$2.66 Million
0.02% of portfolio
|
Q1 2024
Added 33.14%
|
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
69,365
shares
|
$2.63 Million
0.22% of portfolio
|
Q1 2024
Reduced 36.81%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 17, 2024 Q1 2024 |
65,397
shares
|
$2.48 Million
0.45% of portfolio
|
Q1 2024
Added 1.24%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jun 17, 2024 Q1 2024 |
64,889
shares
|
$2.46 Million
0.87% of portfolio
|
Q1 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
52,273
shares
|
$1.99 Million
0.02% of portfolio
|
Q1 2024
Added 3.5%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
51,974
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2024
Added 14.83%
|
|
|
Alpha Star Capital Management, LLC
|
May 08, 2024 Q1 2024 |
51,387
shares
|
$1.95 Million
0.2% of portfolio
|
Q1 2024
Reduced 5.46%
|
|