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 22 institutions that hold shares in the stock, with a total of 1.37 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 |
Aug 11, 2025 Q2 2025 |
730,610
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
151,123
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1942.75%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jul 24, 2025 Q2 2025 |
121,803
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
108,210
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 36.91%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
75,055
shares
|
$0
0.17% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
53,367
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
35,739
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
26,325
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 19.3%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
16,033
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 9.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
13,185
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 68.46%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
7,672
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
6,649
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
6,619
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1930.37%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
3,820
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
3,171
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 102.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,261
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 28.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,830
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,458
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
717
shares
|
$0
0.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
202
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
12
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 140.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|