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 71 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $279 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Inspire Advisors, LLC
Meridian, ID |
Aug 08, 2024 Q2 2024 |
3,702,978
shares
|
$89.2 Million
12.68% of portfolio
|
Q2 2024
Added 23.4%
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2024 Q2 2024 |
1,425,301
shares
|
$34.3 Million
6.07% of portfolio
|
Q2 2024
Added 0.59%
|
|
Inspire Investing, LLC
Meridian, ID |
Aug 12, 2024 Q2 2024 |
991,206
shares
|
$23.9 Million
2.72% of portfolio
|
Q2 2024
Added 59.24%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
587,668
shares
|
$14.2 Million
0.69% of portfolio
|
Q2 2024
Reduced 9.1%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
555,150
shares
|
$13.4 Million
1.17% of portfolio
|
Q2 2024
Added 8.34%
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 14, 2024 Q2 2024 |
497,570
shares
|
$12 Million
2.38% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 14, 2024 Q2 2024 |
446,359
shares
|
$10.8 Million
5.55% of portfolio
|
Q2 2024
Added 25.25%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
437,246
shares
|
$10.5 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
313,432
shares
|
$7.55 Million
1.02% of portfolio
|
Q2 2024
Added 1185.87%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
299,765
shares
|
$7.22 Million
0.2% of portfolio
|
Q2 2024
New holding
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
226,190
shares
|
$5.45 Million
0.01% of portfolio
|
Q2 2024
Added 2291.77%
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
180,264
shares
|
$4.34 Million
2.19% of portfolio
|
Q2 2024
New holding
|
|
Lvz, Inc.
|
Jul 24, 2024 Q2 2024 |
171,454
shares
|
$4.13 Million
0.55% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
166,906
shares
|
$4.02 Million
0.0% of portfolio
|
Q2 2024
Added 55.33%
|
|
Legacy Wealth Asset Management, LLC
|
Aug 14, 2024 Q2 2024 |
139,634
shares
|
$3.36 Million
1.0% of portfolio
|
Q2 2024
Added 8.73%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
137,786
shares
|
$3.32 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.68%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
83,980
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2024
Added 17.41%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
76,619
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
75,173
shares
|
$1.81 Million
0.03% of portfolio
|
Q2 2024
Reduced 16.96%
|
|
Range Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
74,349
shares
|
$1.79 Million
0.89% of portfolio
|
Q2 2024
Added 8.12%
|
|
Vicus Capital
State College, PA |
Jul 23, 2024 Q2 2024 |
61,553
shares
|
$1.48 Million
0.13% of portfolio
|
Q2 2024
Added 5.8%
|
|
Paradiem, LLC
|
Jul 19, 2024 Q2 2024 |
57,716
shares
|
$1.39 Million
0.35% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
Astoria Portfolio Advisors Llc.
|
Jul 09, 2024 Q2 2024 |
56,086
shares
|
$1.35 Million
0.48% of portfolio
|
Q2 2024
Added 18.78%
|
|
Alpha Star Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
53,505
shares
|
$1.29 Million
0.12% of portfolio
|
Q2 2024
Reduced 13.76%
|
|
Trust Point Inc.
La Crosse, WI |
Jul 24, 2024 Q2 2024 |
52,179
shares
|
$1.26 Million
0.1% of portfolio
|
Q2 2024
Reduced 2.99%
|