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 96 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $291 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
75,095
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
Added 62.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
69,265
shares
|
$1.68 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
65,847
shares
|
$1.6 Million
0.95% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
58,790
shares
|
$1.43 Million
0.04% of portfolio
|
Q2 2025
Added 29003.96%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
58,118
shares
|
$1.41 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
53,298
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
52,093
shares
|
$1.26 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
46,348
shares
|
$1.12 Million
0.05% of portfolio
|
Q2 2025
Added 82.17%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
42,538
shares
|
$1.03 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
42,398
shares
|
$1.03 Million
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
36,525
shares
|
$886,461
0.02% of portfolio
|
Q4 2023
Added 11.14%
|
|
|
Paradiem, LLC
|
Jul 17, 2025 Q2 2025 |
34,789
shares
|
$844,329
0.23% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
31,805
shares
|
$771,907
0.72% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
29,866
shares
|
$724,847
0.37% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
28,693
shares
|
$696,379
0.0% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
28,126
shares
|
$682,618
0.19% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
27,540
shares
|
$668,395
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
25,717
shares
|
$624,151
0.06% of portfolio
|
Q2 2025
Added 43.84%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
24,715
shares
|
$599,833
0.03% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
24,368
shares
|
$591,411
0.0% of portfolio
|
Q2 2025
Reduced 23.67%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
22,814
shares
|
$553,695
0.04% of portfolio
|
Q1 2025
Reduced 15.31%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
22,814
shares
|
$553,695
0.05% of portfolio
|
Q2 2025
Added 24.77%
|
|
|
Life Guide Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
22,533
shares
|
$546,875
0.26% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
21,434
shares
|
$520,203
0.06% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
17,428
shares
|
$422,977
0.01% of portfolio
|
Q2 2025
Reduced 88.34%
|