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 80 institutions that hold shares in the stock, with a total of 11.7 Million shares, which have been reported (via 13F filing form) to have a value of $277 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
13,066
shares
|
$309,664
0.0% of portfolio
|
Q4 2023
Added 1.09%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,653
shares
|
$276,176
0.02% of portfolio
|
Q3 2024
Reduced 46.32%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
11,219
shares
|
$265,890
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
11,149
shares
|
$264,231
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
10,793
shares
|
$255,794
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
10,776
shares
|
$255,391
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
10,740
shares
|
$254,538
0.02% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
10,646
shares
|
$252,310
0.02% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,601
shares
|
$227,543
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
9,584
shares
|
$227,140
0.0% of portfolio
|
Q3 2024
Added 11.53%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
9,218
shares
|
$218,466
0.0% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,952
shares
|
$212,162
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
8,516
shares
|
$201,829
0.0% of portfolio
|
Q3 2024
Reduced 88.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
6,325
shares
|
$149,902
0.0% of portfolio
|
Q3 2024
Reduced 24.49%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
4,772
shares
|
$113,096
0.08% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,661
shares
|
$110,465
0.0% of portfolio
|
Q3 2024
Added 132.01%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
1,456
shares
|
$34,507
0.0% of portfolio
|
Q3 2024
Added 16.57%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
1,439
shares
|
$34,104
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,095
shares
|
$25,951
0.0% of portfolio
|
Q2 2024
Added 35.52%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
865
shares
|
$20,500
0.0% of portfolio
|
Q3 2024
Added 326.11%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
674
shares
|
$15,973
0.0% of portfolio
|
Q3 2024
Reduced 60.12%
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
626
shares
|
$14,836
0.01% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
394
shares
|
$9,337
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
378
shares
|
$8,958
0.0% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
341
shares
|
$8,081
0.0% of portfolio
|
Q1 2024
New holding
|