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 73 institutions that hold shares in the stock, with a total of 7.41 Million shares, which have been reported (via 13F filing form) to have a value of $221 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
2,931,752
shares
|
$87.3 Million
12.85% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
646,318
shares
|
$19.2 Million
3.93% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
619,207
shares
|
$18.4 Million
3.53% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 10, 2024 Q3 2024 |
452,263
shares
|
$13.5 Million
1.52% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
432,544
shares
|
$12.9 Million
0.51% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
431,878
shares
|
$12.9 Million
5.73% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
317,978
shares
|
$9.47 Million
1.36% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
151,439
shares
|
$4.51 Million
0.33% of portfolio
|
Q3 2024
Reduced 12.63%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
148,746
shares
|
$4.43 Million
1.43% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
107,242
shares
|
$3.19 Million
1.26% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
98,955
shares
|
$2.95 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Sound Financial Strategies Group, LLC
|
Nov 12, 2024 Q3 2024 |
98,471
shares
|
$2.93 Million
2.8% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
81,637
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
70,067
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2024
Added 11.64%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
69,031
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Range Financial Group LLC
|
Oct 18, 2024 Q3 2024 |
53,627
shares
|
$1.6 Million
2.39% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
51,000
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,520
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Added 86.66%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
40,776
shares
|
$1.21 Million
0.27% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
38,277
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
34,499
shares
|
$1.03 Million
0.12% of portfolio
|
Q3 2024
Added 2381.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
33,684
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Added 10.15%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
32,235
shares
|
$959,958
0.0% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
31,951
shares
|
$951,500
0.08% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
31,561
shares
|
$939,886
0.07% of portfolio
|
Q3 2024
Reduced 23.08%
|