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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,750
shares
|
$72,677
0.0% of portfolio
|
Q4 2023
Reduced 12.5%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,743
shares
|
$72,386
0.01% of portfolio
|
Q1 2025
Reduced 35.73%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1,701
shares
|
$70,642
0.01% of portfolio
|
Q1 2025
Reduced 52.93%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,528
shares
|
$63,457
0.0% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,423
shares
|
$59,097
0.0% of portfolio
|
Q2 2025
Reduced 72.95%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
1,176
shares
|
$48,839
0.01% of portfolio
|
Q4 2024
Reduced 7.47%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,151
shares
|
$47,801
0.02% of portfolio
|
Q1 2025
Reduced 66.88%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,053
shares
|
$43,731
0.0% of portfolio
|
Q1 2025
Reduced 73.07%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
861
shares
|
$35,757
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
796
shares
|
$33,057
0.0% of portfolio
|
Q4 2024
Reduced 30.24%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
771
shares
|
$32,019
0.0% of portfolio
|
Q1 2025
Added 70.2%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
554
shares
|
$23,007
0.0% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
251
shares
|
$10,424
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
161
shares
|
$6,686
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
159
shares
|
$6,603
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
41
shares
|
$1,702
0.0% of portfolio
|
Q4 2022
Reduced 94.67%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
27
shares
|
$1,121
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|