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 85 institutions that hold shares in the stock, with a total of 7.91 Million shares, which have been reported (via 13F filing form) to have a value of $265 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
2,711,686
shares
|
$90.9 Million
10.89% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
619,015
shares
|
$20.7 Million
3.56% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
582,133
shares
|
$19.5 Million
3.4% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
495,738
shares
|
$16.6 Million
1.67% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
473,691
shares
|
$15.9 Million
5.6% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
397,951
shares
|
$13.3 Million
11.32% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
334,651
shares
|
$11.2 Million
1.01% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
167,032
shares
|
$5.6 Million
0.31% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
160,536
shares
|
$5.38 Million
1.54% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
115,476
shares
|
$3.87 Million
3.36% of portfolio
|
Q1 2025
Added 19.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
102,504
shares
|
$3.43 Million
0.0% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
99,167
shares
|
$3.32 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 07, 2025 Q1 2025 |
98,122
shares
|
$3.29 Million
1.14% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
85,867
shares
|
$2.88 Million
0.11% of portfolio
|
Q1 2025
Added 28.05%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
81,776
shares
|
$2.74 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
80,695
shares
|
$2.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
75,842
shares
|
$2.54 Million
0.0% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
66,034
shares
|
$2.21 Million
0.05% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
58,140
shares
|
$1.95 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
56,606
shares
|
$1.9 Million
0.0% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Range Financial Group LLC
|
Apr 14, 2025 Q1 2025 |
56,333
shares
|
$1.89 Million
0.84% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
54,299
shares
|
$1.82 Million
0.0% of portfolio
|
Q1 2025
Added 60.36%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
51,151
shares
|
$1.71 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
50,475
shares
|
$1.69 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,520
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Added 86.66%
|