Institutional Ownership
Northern Lts Fd Tr IV
CUSIP 66537J796INSPIRE 500 ETFPTLQ1 2026
Institutional Holders
102
13F filers
Shares Held
1.97M
Aggregate institutional
Institutional Value
$491.68M
Q1 2026
Net New Holders
+11
17 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions17
Increased59
Decreased17
Sold out6
Institutional Holders
102 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Oneascent Financial Services LLC | 285.1K | $71.43M | +182.5K | Added |
| 2 | Inspire Advisors, LLC | 266.9K | $66.87M | +26.8K | Added |
| 3 | Plan A Wealth LLC | 152.0K | $38.08M | +10.1K | Added |
| 4 | Creative Financial Designs Inc /Adv | 146.6K | $36.73M | +130.9K | Added |
| 5 | Lpl Financial LLC | 132.1K | $33.11M | +19.1K | Added |
| 6 | Christian Investment Advisors, Inc. | 92.9K | $23.71M | +521 | Added |
| 7 | Silver Oak Securities, Incorporated | 62.6K | $15.69M | +2.7K | Added |
| 8 | Stifel Financial Corp | 51.4K | $12.87M | −3.3K | Reduced |
| 9 | Strategic Equity Management | 50.9K | $12.75M | −12.2K | Reduced |
| 10 | Geneos Wealth Management Inc. | 44.9K | $11.25M | −1.7K | Reduced |
92 more institutional holders on Premium
See every fund holding Northern Lts Fd Tr IV, with full quarter-over-quarter share changes.
Unlock all holders