Institutional Ownership Northern Lts Fd Tr Iv Inspire (GLRY)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (GLRY). We have compiled data on the 32 institutions that hold shares in the stock, with a total of 1.78 Million shares, which have been reported (via 13F filing form) to have a value of $60.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
778,309
shares
|
$26.3 Million
4.2% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
308,831
shares
|
$10.5 Million
0.79% of portfolio
|
Q2 2025
Reduced 56.65%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
191,820
shares
|
$6.49 Million
0.74% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
145,304
shares
|
$4.92 Million
0.34% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
61,302
shares
|
$2.08 Million
0.07% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
44,971
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Added 23.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
42,786
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Added 90.58%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
24,692
shares
|
$835,824
0.0% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
20,579
shares
|
$696,599
0.03% of portfolio
|
Q2 2025
Added 88.35%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
20,303
shares
|
$687,256
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
18,974
shares
|
$642,269
0.05% of portfolio
|
Q2 2025
Added 161.1%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
17,144
shares
|
$580,324
0.0% of portfolio
|
Q2 2025
Added 79.03%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
16,701
shares
|
$565,328
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
15,749
shares
|
$533,103
0.0% of portfolio
|
Q2 2025
Added 26.43%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
13,752
shares
|
$465,505
0.12% of portfolio
|
Q1 2025
Added 30.93%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
10,511
shares
|
$355,797
0.26% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
10,399
shares
|
$352,006
0.01% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
8,760
shares
|
$296,526
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
8,716
shares
|
$295,036
0.0% of portfolio
|
Q2 2025
Reduced 41.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
7,159
shares
|
$242,332
0.0% of portfolio
|
Q2 2025
Reduced 31.06%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
6,285
shares
|
$212,747
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
5,455
shares
|
$184,651
0.0% of portfolio
|
Q1 2025
Reduced 56.23%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,449
shares
|
$82,898
0.0% of portfolio
|
Q1 2025
Added 22.21%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,918
shares
|
$64,924
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
604
shares
|
$20,445
0.0% of portfolio
|
Q1 2025
Reduced 29.93%
|