Institutional Ownership Northern Lts Fd Tr Iv Inspire (IBD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (IBD). We have compiled data on the 93 institutions that hold shares in the stock, with a total of 12.1 Million shares, which have been reported (via 13F filing form) to have a value of $286 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
2,947,333
shares
|
$69.5 Million
9.14% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
1,429,270
shares
|
$33.7 Million
6.35% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Apr 15, 2025 Q1 2025 |
877,200
shares
|
$20.7 Million
14.52% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
673,268
shares
|
$15.9 Million
1.32% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
616,209
shares
|
$14.5 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
613,272
shares
|
$14.5 Million
5.6% of portfolio
|
Q1 2025
Added 14.64%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
549,227
shares
|
$12.9 Million
1.5% of portfolio
|
Q4 2024
Reduced 33.86%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
441,956
shares
|
$10.4 Million
0.68% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
419,334
shares
|
$9.88 Million
1.89% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
319,564
shares
|
$7.53 Million
3.29% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
308,288
shares
|
$7.27 Million
0.0% of portfolio
|
Q1 2025
Added 23.36%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
187,404
shares
|
$4.42 Million
0.7% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
149,436
shares
|
$3.52 Million
0.05% of portfolio
|
Q1 2025
Reduced 78.78%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
146,725
shares
|
$3.46 Million
0.05% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
May 13, 2025 Q1 2025 |
143,713
shares
|
$3.39 Million
4.05% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
142,714
shares
|
$3.36 Million
1.05% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
134,761
shares
|
$3.18 Million
0.0% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
114,245
shares
|
$2.69 Million
0.01% of portfolio
|
Q1 2025
Added 16.25%
|
|
|
Range Financial Group LLC
|
Apr 14, 2025 Q1 2025 |
106,766
shares
|
$2.52 Million
1.22% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
92,488
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
89,573
shares
|
$2.11 Million
0.01% of portfolio
|
Q1 2025
Added 61.64%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
80,060
shares
|
$1.89 Million
0.75% of portfolio
|
Q1 2025
Added 97.39%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
76,783
shares
|
$1.81 Million
0.02% of portfolio
|
Q1 2025
Added 103.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
75,095
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
Added 62.95%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
74,972
shares
|
$1.77 Million
0.17% of portfolio
|
Q1 2025
Added 1.07%
|