Institutional Ownership Northern Lts Fd Tr Iv Inspire (FDLS)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (FDLS). We have compiled data on the 19 institutions that hold shares in the stock, with a total of 1.3 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
742,552
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 9.21%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
171,510
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jun 03, 2025 Q1 2025 |
133,951
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
74,197
shares
|
$0
0.14% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 07, 2025 Q1 2025 |
56,358
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 16.89%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
34,303
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
22,067
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 51.24%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
17,669
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
17,453
shares
|
$0
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
7,827
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
7,398
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 66.14%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
3,820
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,161
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,569
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,458
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
716
shares
|
$0
0.01% of portfolio
|
Q1 2025
Reduced 60.2%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
326
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 178.63%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|