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 110 institutions that hold shares in the stock, with a total of 4.81 Million shares, which have been reported (via 13F filing form) to have a value of $197 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
36,603
shares
|
$1.53 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
35,838
shares
|
$1.5 Million
0.49% of portfolio
|
Q3 2024
Added 66.63%
|
|
|
Life Guide Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
35,786
shares
|
$1.49 Million
0.6% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
35,042
shares
|
$1.46 Million
0.12% of portfolio
|
Q3 2024
Added 21.24%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
34,595
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
33,335
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Added 318.52%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
31,391
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
30,943
shares
|
$1.29 Million
0.11% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
29,899
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
29,749
shares
|
$1.24 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
26,586
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.11%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
26,470
shares
|
$1.11 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
23,937
shares
|
$999,609
0.51% of portfolio
|
Q2 2024
Reduced 25.68%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
22,867
shares
|
$954,925
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
22,661
shares
|
$946,323
0.04% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
21,609
shares
|
$902,391
0.25% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
20,776
shares
|
$867,605
0.01% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
20,451
shares
|
$854,033
0.15% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
19,153
shares
|
$799,829
0.28% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
15,490
shares
|
$646,862
0.14% of portfolio
|
Q3 2024
Reduced 22.95%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,862
shares
|
$578,877
0.0% of portfolio
|
Q3 2024
Reduced 70.42%
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
13,487
shares
|
$563,217
0.3% of portfolio
|
Q3 2024
Reduced 14.52%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
13,417
shares
|
$560,293
0.0% of portfolio
|
Q3 2024
Reduced 78.44%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
12,607
shares
|
$526,468
0.0% of portfolio
|
Q3 2024
Added 70.32%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
11,099
shares
|
$463,494
0.0% of portfolio
|
Q3 2024
Reduced 13.05%
|