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 119 institutions that hold shares in the stock, with a total of 5.15 Million shares, which have been reported (via 13F filing form) to have a value of $225 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
1,025,176
shares
|
$44.8 Million
4.98% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
407,824
shares
|
$17.8 Million
5.69% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
371,292
shares
|
$16.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
226,196
shares
|
$9.88 Million
0.72% of portfolio
|
Q2 2025
Added 509.66%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
194,714
shares
|
$8.51 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.18%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
185,314
shares
|
$8.1 Million
0.03% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
151,038
shares
|
$6.6 Million
0.89% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
135,351
shares
|
$5.91 Million
0.01% of portfolio
|
Q2 2025
Added 22.81%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
127,533
shares
|
$5.57 Million
2.16% of portfolio
|
Q2 2025
Reduced 14.05%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
125,995
shares
|
$5.51 Million
0.37% of portfolio
|
Q2 2025
Added 50.17%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
124,690
shares
|
$5.45 Million
0.44% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jul 24, 2025 Q2 2025 |
115,509
shares
|
$5.05 Million
0.55% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
90,069
shares
|
$3.94 Million
0.03% of portfolio
|
Q2 2025
Added 80.79%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
83,634
shares
|
$3.65 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
81,922
shares
|
$3.58 Million
0.71% of portfolio
|
Q2 2025
Reduced 19.83%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
71,720
shares
|
$3.13 Million
0.75% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
67,417
shares
|
$2.95 Million
0.21% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
63,701
shares
|
$2.78 Million
0.96% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
61,901
shares
|
$2.71 Million
1.29% of portfolio
|
Q2 2025
Reduced 14.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
59,459
shares
|
$2.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.55%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
58,165
shares
|
$2.54 Million
0.06% of portfolio
|
Q2 2025
Added 87.28%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
56,107
shares
|
$2.45 Million
1.76% of portfolio
|
Q2 2025
Added 66.53%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
53,508
shares
|
$2.34 Million
0.0% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Life Guide Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
52,637
shares
|
$2.3 Million
1.06% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
50,594
shares
|
$2.21 Million
0.18% of portfolio
|
Q2 2025
Added 321.48%
|