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 24 institutions that hold shares in the stock, with a total of 1.49 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 |
Oct 29, 2025 Q3 2025 |
717,436
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
157,468
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
122,079
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
102,055
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
71,765
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
68,581
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
51,409
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
39,907
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.66%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
35,661
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 35.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
34,933
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 164.95%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
28,754
shares
|
$0
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
12,377
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 86.15%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
10,213
shares
|
$0
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
9,600
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
9,077
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
5,901
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
5,769
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
3,820
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,727
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 20.61%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,608
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
671
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 72.62%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
608
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4966.67%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
422
shares
|
$0
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|