Institutional Ownership Northern Lts Fd Tr Iv Inspire (WWJD)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Inspire (WWJD). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 8.15 Million shares, which have been reported (via 13F filing form) to have a value of $247 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
2,865,145
shares
|
$86.9 Million
11.53% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
623,068
shares
|
$18.9 Million
3.28% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
605,945
shares
|
$18.4 Million
3.35% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
495,738
shares
|
$15 Million
1.67% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
454,895
shares
|
$13.8 Million
5.3% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
419,157
shares
|
$12.7 Million
11.55% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
412,946
shares
|
$12.5 Million
0.4% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
323,256
shares
|
$9.81 Million
0.95% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
158,304
shares
|
$4.8 Million
0.28% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
152,220
shares
|
$4.62 Million
1.36% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
102,010
shares
|
$3.09 Million
1.33% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
99,644
shares
|
$3.02 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
96,873
shares
|
$2.94 Million
2.57% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
95,166
shares
|
$2.89 Million
0.0% of portfolio
|
Q4 2024
Added 16.57%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
89,205
shares
|
$2.71 Million
0.0% of portfolio
|
Q4 2024
Added 29.22%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
72,237
shares
|
$2.19 Million
0.0% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
67,056
shares
|
$2.03 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
63,638
shares
|
$1.93 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
61,808
shares
|
$1.88 Million
0.01% of portfolio
|
Q4 2024
Reduced 37.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
53,829
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
53,030
shares
|
$1.61 Million
0.02% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
52,183
shares
|
$1.58 Million
0.7% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,520
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Added 86.66%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
43,706
shares
|
$1.33 Million
0.26% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
38,313
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
New holding
|