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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
434
shares
|
$14,543
0.0% of portfolio
|
Q1 2025
Reduced 34.93%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
400
shares
|
$13,404
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
318
shares
|
$10,656
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
291
shares
|
$9,751
0.0% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
270
shares
|
$9,047
0.0% of portfolio
|
Q1 2025
Reduced 90.57%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
240
shares
|
$8,042
0.0% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
224
shares
|
$7,506
0.0% of portfolio
|
Q1 2024
Added 17.89%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
168
shares
|
$5,629
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
126
shares
|
$4,222
0.0% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|