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 |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
17,306
shares
|
$420,016
0.01% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
17,290
shares
|
$419,628
0.0% of portfolio
|
Q2 2025
Reduced 61.27%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
16,648
shares
|
$404,046
0.0% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
16,014
shares
|
$388,659
0.23% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
15,940
shares
|
$386,863
0.0% of portfolio
|
Q4 2024
Reduced 52.21%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
15,860
shares
|
$384,922
0.01% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
15,533
shares
|
$376,985
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
14,817
shares
|
$359,608
0.12% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
14,366
shares
|
$348,662
0.02% of portfolio
|
Q2 2025
Reduced 20.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
14,202
shares
|
$344,682
0.0% of portfolio
|
Q2 2025
Added 21.75%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
13,232
shares
|
$321,140
0.0% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
12,544
shares
|
$304,442
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
12,544
shares
|
$304,442
0.01% of portfolio
|
Q2 2025
Reduced 17.52%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
12,420
shares
|
$301,433
0.02% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
12,128
shares
|
$294,346
0.02% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
11,976
shares
|
$290,657
0.01% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
11,577
shares
|
$280,973
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
11,272
shares
|
$273,571
0.07% of portfolio
|
Q2 2025
Reduced 66.65%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
10,755
shares
|
$261,023
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
9,174
shares
|
$222,652
0.02% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
9,169
shares
|
$222,531
0.01% of portfolio
|
Q2 2025
Reduced 10.96%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Sep 02, 2025 Q2 2025 |
8,951
shares
|
$217,240
0.81% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
8,803
shares
|
$213,648
0.0% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
8,720
shares
|
$211,634
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
8,182
shares
|
$198,577
0.0% of portfolio
|
Q2 2025
Added 13.17%
|