Institutional Ownership
Northern Lts Fd Tr IV
CUSIP 66538H187INSPIRE FIDELISFDLSQ1 2026
Institutional Holders
36
13F filers
Shares Held
2.19M
Aggregate institutional
Institutional Value
$78.76M
Q1 2026
Net New Holders
+2
7 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased21
Decreased5
Sold out5
Institutional Holders
36 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Inspire Advisors, LLC | 766.7K | $28.32M | +43.8K | Added |
| 2 | Creative Financial Designs Inc /Adv | 271.5K | $10.03M | +99.9K | Added |
| 3 | Strategic Equity Management | 136.3K | $5.04M | +27.9K | Added |
| 4 | Lpl Financial LLC | 128.5K | $4.75M | +76.1K | Added |
| 5 | Pax Financial Group, LLC | 102.1K | $3.77M | −324 | Reduced |
| 6 | Ae Wealth Management LLC | 92.9K | $3.43M | +35.4K | Added |
| 7 | Belpointe Asset Management LLC | 78.0K | $2.88M | +8.0K | Added |
| 8 | Moneywise, Inc. | 73.1K | $2.70M | +26.5K | Added |
| 9 | Frontier Asset Management, LLC | 65.4K | $2.42M | +1.6K | Added |
| 10 | Oneascent Financial Services LLC | 65.2K | $2.41M | −1.7K | Reduced |
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