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 118 institutions that hold shares in the stock, with a total of 5.18 Million shares, which have been reported (via 13F filing form) to have a value of $215 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
43,383
shares
|
$1.8 Million
0.52% of portfolio
|
Q1 2025
Added 12.81%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
39,318
shares
|
$1.63 Million
0.15% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
39,209
shares
|
$1.63 Million
1.59% of portfolio
|
Q1 2025
Added 50.13%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
37,102
shares
|
$1.54 Million
0.12% of portfolio
|
Q1 2025
Added 20.47%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
37,059
shares
|
$1.54 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
36,047
shares
|
$1.5 Million
0.13% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
33,692
shares
|
$1.4 Million
1.17% of portfolio
|
Q1 2025
Reduced 20.4%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
31,940
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Added 94.73%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
31,151
shares
|
$1.29 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
31,057
shares
|
$1.29 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
30,190
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
29,070
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
28,939
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 60.66%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
26,063
shares
|
$1.08 Million
0.11% of portfolio
|
Q1 2025
Added 41.24%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
25,775
shares
|
$1.07 Million
0.56% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
23,934
shares
|
$993,979
0.06% of portfolio
|
Q1 2025
Added 108.19%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
23,660
shares
|
$982,599
0.03% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
20,326
shares
|
$844,138
0.06% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
20,279
shares
|
$842,186
0.16% of portfolio
|
Q2 2025
Reduced 23.74%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 07, 2025 Q1 2025 |
18,050
shares
|
$749,616
0.26% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
17,200
shares
|
$714,316
0.17% of portfolio
|
Q2 2025
Added 17.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
16,635
shares
|
$690,851
0.0% of portfolio
|
Q1 2025
Added 1054.41%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
15,608
shares
|
$648,200
0.22% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
15,298
shares
|
$635,325
0.04% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
14,936
shares
|
$620,292
0.0% of portfolio
|
Q1 2025
Added 100.0%
|