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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
6,605
shares
|
$274,305
0.01% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
6,590
shares
|
$273,682
0.0% of portfolio
|
Q1 2025
Reduced 18.4%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
6,533
shares
|
$271,315
0.03% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
6,504
shares
|
$270,111
0.0% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
5,769
shares
|
$239,586
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
5,715
shares
|
$237,343
0.03% of portfolio
|
Q4 2024
Added 16.11%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jul 15, 2025 Q2 2025 |
5,514
shares
|
$228,996
0.17% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Paradiem, LLC
|
Jul 17, 2025 Q2 2025 |
5,479
shares
|
$227,542
0.06% of portfolio
|
Q2 2025
Reduced 27.12%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,342
shares
|
$221,853
0.0% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,335
shares
|
$221,562
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
5,250
shares
|
$218,032
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,127
shares
|
$212,924
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jul 22, 2025 Q2 2025 |
5,100
shares
|
$211,803
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jul 16, 2025 Q2 2025 |
5,000
shares
|
$207,650
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,988
shares
|
$207,151
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
4,899
shares
|
$203,455
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
4,892
shares
|
$203,164
0.04% of portfolio
|
Q2 2025
Reduced 72.8%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
4,691
shares
|
$194,817
0.0% of portfolio
|
Q1 2025
Added 31.92%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,248
shares
|
$134,889
0.01% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,925
shares
|
$121,475
0.0% of portfolio
|
Q1 2025
Added 79.12%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,558
shares
|
$106,233
0.0% of portfolio
|
Q1 2020
Added 84.71%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2,251
shares
|
$93,484
0.04% of portfolio
|
Q2 2025
Reduced 37.03%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
2,142
shares
|
$88,957
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,128
shares
|
$88,375
0.0% of portfolio
|
Q2 2024
Added 6.67%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,843
shares
|
$76,539
0.0% of portfolio
|
Q1 2025
Added 267.86%
|