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 |
|---|---|---|---|---|---|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
5,651
shares
|
$137,149
0.02% of portfolio
|
Q2 2025
Added 53.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
4,725
shares
|
$114,675
0.0% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,990
shares
|
$72,567
0.0% of portfolio
|
Q2 2025
Added 173.06%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,638
shares
|
$39,754
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
1,466
shares
|
$35,579
0.0% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,000
shares
|
$24,270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
732
shares
|
$17,765
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
682
shares
|
$16,552
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
518
shares
|
$12,571
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
373
shares
|
$9,052
0.0% of portfolio
|
Q1 2025
Reduced 41.44%
|
|
|
Values First Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
215
shares
|
$5,218
0.0% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
141
shares
|
$3,422
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
134
shares
|
$3,252
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
117
shares
|
$2,839
0.0% of portfolio
|
Q2 2025
Reduced 54.12%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
58
shares
|
$1,407
0.0% of portfolio
|
Q4 2024
Reduced 21.62%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
37
shares
|
$897
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
32
shares
|
$776
0.0% of portfolio
|
Q2 2025
Added 60.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
14
shares
|
$339
0.0% of portfolio
|
Q1 2025
Reduced 99.83%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|