Institutional Ownership Northern Lts Fd Tr Iv Inspire (RISN)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (RISN). We have compiled data on the 16 institutions that hold shares in the stock, with a total of 2.81 Million shares, which have been reported (via 13F filing form) to have a value of $80 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
2,588,517
shares
|
$73.8 Million
8.36% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
127,618
shares
|
$3.64 Million
0.27% of portfolio
|
Q2 2025
Added 5627.92%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
27,590
shares
|
$786,315
0.03% of portfolio
|
Q2 2025
Reduced 7.56%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jul 24, 2025 Q2 2025 |
16,530
shares
|
$471,105
0.05% of portfolio
|
Q1 2024
Reduced 35.51%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,953
shares
|
$369,160
0.01% of portfolio
|
Q4 2023
Reduced 0.19%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
8,653
shares
|
$246,610
0.05% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
6,154
shares
|
$175,389
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
5,081
shares
|
$144,808
0.0% of portfolio
|
Q1 2025
Added 56.39%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
4,340
shares
|
$123,690
0.02% of portfolio
|
Q1 2025
Reduced 87.24%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
3,927
shares
|
$111,919
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,955
shares
|
$55,717
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,583
shares
|
$45,115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
519
shares
|
$14,791
0.0% of portfolio
|
Q1 2025
Added 239.22%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
200
shares
|
$5,700
0.0% of portfolio
|
Q2 2025
Reduced 86.03%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
5
shares
|
$142
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|