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 |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
7,517
shares
|
$232,275
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
7,315
shares
|
$226,033
0.01% of portfolio
|
Q2 2024
Added 1.98%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
6,547
shares
|
$202,302
0.16% of portfolio
|
Q3 2024
Reduced 23.62%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
6,333
shares
|
$195,689
0.02% of portfolio
|
Q3 2024
Added 53.34%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Aug 15, 2024 Q2 2024 |
6,221
shares
|
$192,228
0.05% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
4,809
shares
|
$148,598
0.0% of portfolio
|
Q2 2024
Reduced 14.05%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
4,614
shares
|
$142,572
0.0% of portfolio
|
Q2 2024
Added 655.16%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
3,476
shares
|
$107,408
0.0% of portfolio
|
Q3 2024
Reduced 18.99%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
2,739
shares
|
$84,635
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
2,728
shares
|
$84,295
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
1,788
shares
|
$55,249
0.0% of portfolio
|
Q2 2024
Added 5.36%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
1,561
shares
|
$48,234
0.0% of portfolio
|
Q2 2024
Reduced 45.69%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,302
shares
|
$40,231
0.01% of portfolio
|
Q3 2024
Added 35.63%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,145
shares
|
$35,380
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
873
shares
|
$26,975
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
561
shares
|
$17,334
0.0% of portfolio
|
Q2 2024
Added 45.71%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
550
shares
|
$16,995
0.0% of portfolio
|
Q2 2024
Reduced 8.94%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
471
shares
|
$14,553
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
455
shares
|
$14,059
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
407
shares
|
$12,576
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
356
shares
|
$11,000
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
287
shares
|
$8,868
0.0% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
270
shares
|
$8,343
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
224
shares
|
$6,921
0.0% of portfolio
|
Q1 2024
Added 17.89%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
142
shares
|
$4,387
0.0% of portfolio
|
Q1 2024
Added 6.34%
|