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 78 institutions that hold shares in the stock, with a total of 7.66 Million shares, which have been reported (via 13F filing form) to have a value of $237 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
31,951
shares
|
$987,285
0.08% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
31,561
shares
|
$975,234
0.07% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Life Guide Financial Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
30,631
shares
|
$946,497
0.42% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
30,579
shares
|
$944,891
0.0% of portfolio
|
Q2 2024
Reduced 37.86%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
29,629
shares
|
$915,536
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
28,920
shares
|
$893,628
0.0% of portfolio
|
Q2 2024
Reduced 28.3%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2024 Q2 2024 |
23,026
shares
|
$711,503
0.06% of portfolio
|
Q2 2024
Reduced 54.45%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
21,566
shares
|
$666,389
0.06% of portfolio
|
Q3 2024
Reduced 18.36%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
17,873
shares
|
$552,275
0.19% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
16,853
shares
|
$520,757
0.01% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
16,342
shares
|
$504,967
0.05% of portfolio
|
Q3 2024
Added 42.04%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
15,963
shares
|
$493,256
0.19% of portfolio
|
Q3 2024
Added 37.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
15,905
shares
|
$491,464
0.0% of portfolio
|
Q2 2024
Added 2.12%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
13,947
shares
|
$430,962
0.0% of portfolio
|
Q2 2024
Reduced 44.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
13,729
shares
|
$424,226
0.0% of portfolio
|
Q2 2024
Reduced 32.66%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
13,411
shares
|
$414,399
0.02% of portfolio
|
Q2 2024
Reduced 46.76%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
12,467
shares
|
$385,230
0.0% of portfolio
|
Q3 2024
Reduced 30.54%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
11,396
shares
|
$352,136
0.02% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Harvest Investment Services, LLC
|
Aug 13, 2024 Q2 2024 |
10,331
shares
|
$319,227
0.12% of portfolio
|
Q1 2024
Added 2.8%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 13, 2024 Q2 2024 |
10,244
shares
|
$316,539
0.25% of portfolio
|
Q2 2024
Added 27.32%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
9,121
shares
|
$281,838
0.0% of portfolio
|
Q2 2024
Reduced 12.06%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 09, 2024 Q2 2024 |
9,000
shares
|
$278,100
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
8,440
shares
|
$260,796
0.02% of portfolio
|
Q2 2024
Reduced 18.27%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 14, 2024 Q2 2024 |
7,958
shares
|
$245,902
0.06% of portfolio
|
Q2 2024
Added 0.82%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 12, 2024 Q2 2024 |
7,790
shares
|
$240,711
0.11% of portfolio
|
Q2 2024
New holding
|