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 |
|---|---|---|---|---|---|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
13,550
shares
|
$454,060
0.3% of portfolio
|
Q4 2024
Added 11.87%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
13,183
shares
|
$441,762
0.13% of portfolio
|
Q1 2025
Added 25.86%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
11,300
shares
|
$378,663
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
10,420
shares
|
$349,174
0.02% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
9,783
shares
|
$327,828
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
9,726
shares
|
$325,918
0.08% of portfolio
|
Q1 2025
Reduced 47.41%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Apr 08, 2025 Q1 2025 |
9,687
shares
|
$324,611
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
9,603
shares
|
$321,796
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
9,000
shares
|
$301,590
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
8,764
shares
|
$293,681
0.06% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
8,096
shares
|
$271,296
0.02% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
8,081
shares
|
$270,794
0.01% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
7,162
shares
|
$239,998
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
6,879
shares
|
$230,515
0.02% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
5,003
shares
|
$167,650
0.0% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
4,802
shares
|
$160,915
0.01% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,606
shares
|
$120,837
0.0% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,456
shares
|
$115,810
0.0% of portfolio
|
Q1 2025
Added 788.43%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,184
shares
|
$106,695
0.01% of portfolio
|
Q4 2024
Reduced 12.67%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
2,915
shares
|
$97,681
0.02% of portfolio
|
Q4 2024
Reduced 27.54%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
2,073
shares
|
$69,466
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,958
shares
|
$65,612
0.01% of portfolio
|
Q1 2025
Reduced 46.91%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,788
shares
|
$59,915
0.0% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
600
shares
|
$20,106
0.0% of portfolio
|
Q1 2025
Added 669.23%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
561
shares
|
$18,799
0.0% of portfolio
|
Q2 2024
Added 45.71%
|