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 16 institutions that hold shares in the stock, with a total of 1.24 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 |
Feb 07, 2025 Q4 2024 |
679,909
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
186,062
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
141,890
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 16.27%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
77,718
shares
|
$0
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
48,213
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
33,934
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 14.17%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
23,807
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
14,661
shares
|
$0
0.05% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
14,591
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
9,374
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 18.49%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
4,453
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 37.52%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
3,161
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1,799
shares
|
$0
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,458
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
204
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|