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 |
|---|---|---|---|---|---|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
47,804
shares
|
$1.6 Million
0.31% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
Life Guide Financial Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
47,082
shares
|
$1.58 Million
0.77% of portfolio
|
Q1 2025
Added 41.99%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
43,760
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
Added 21.7%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
42,892
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2025
Added 84.27%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
36,215
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
May 02, 2025 Q1 2025 |
35,436
shares
|
$1.19 Million
0.97% of portfolio
|
Q1 2025
Added 46.6%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
27,539
shares
|
$922,831
0.12% of portfolio
|
Q1 2025
Added 148.95%
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
25,567
shares
|
$856,750
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
24,721
shares
|
$828,400
0.07% of portfolio
|
Q1 2025
Reduced 26.53%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
23,851
shares
|
$799,247
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Moneywise, Inc.
|
Apr 22, 2025 Q1 2025 |
21,573
shares
|
$722,911
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
21,411
shares
|
$717,482
0.0% of portfolio
|
Q1 2025
Added 11.6%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
21,054
shares
|
$705,519
0.04% of portfolio
|
Q1 2025
Reduced 20.88%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
20,359
shares
|
$682,230
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
20,195
shares
|
$676,734
0.05% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
20,128
shares
|
$674,489
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
19,434
shares
|
$651,233
0.05% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
18,732
shares
|
$627,709
0.01% of portfolio
|
Q1 2025
Added 192.09%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
16,742
shares
|
$561,024
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
15,148
shares
|
$507,609
0.01% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
15,090
shares
|
$505,665
0.26% of portfolio
|
Q1 2025
Added 12.07%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
14,235
shares
|
$477,014
0.0% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
14,190
shares
|
$475,506
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
13,964
shares
|
$467,933
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
13,720
shares
|
$459,757
0.01% of portfolio
|
Q1 2025
Added 8.34%
|