Who owns Northern Lts Fd Tr Iv inspire smal etf?
- Ticker: ISMD
- CUSIP Number: 66538h641
Tip: Access positions for across all investors
Analyze quarterly positions in Northern Lts Fd Tr Iv inspire smal etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Northern Lts Fd Tr Iv inspire smal etf stock
Who bought or sold Northern Lts Fd Tr Iv inspire smal etf this quarter?
Fund or Company Name |
Shares Held |
Valued At |
Change in Shares |
As Of |
Actions |
|---|---|---|---|---|---|
| Inspire Advisors | 1.3M | $51M | 2% | Dec 2024 |
|
| Change Path | 280k | $11M | 14% | Dec 2024 |
|
| OneAscent Financial Services | 259k | $9.7M | 100% | Dec 2024 |
|
| PAX Financial Group | 240k | $9.0M | -6% | Dec 2024 |
|
| CWM Advisors | 234k | $8.8M | 10% | Dec 2024 |
|
| LPL Financial | 165k | $6.2M | 4% | Dec 2024 |
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| Legacy Wealth Asset Management | 143k | $5.3M | 100% | Dec 2024 |
|
| LVZ Advisors | 79k | $3.0M | 0% | Dec 2024 |
|
| AlphaStar Capital Management | 65k | $2.4M | -3% | Dec 2024 |
|
| CWM | 61k | $2.3M | 9% | Dec 2024 |
|
| Gts Securities | 58k | $2.2M | 39% | Dec 2024 |
|
| UBS Group | 54k | $2.0M | 1% | Dec 2024 |
|
| Sowell Financial Services | 46k | $1.6M | 146% | Mar 2025 |
|
| IFP Advisors | 42k | $1.6M | 63% | Dec 2024 |
|
| Sound Financial Strategies Group | 40k | $1.5M | -3% | Dec 2024 |
|
| Trust Point | 39k | $1.5M | 7% | Dec 2024 |
|
| Citadel Advisors | 36k | $1.3M | 100% | Dec 2024 |
|
| EverSource Wealth Advisors | 32k | $1.2M | -10% | Dec 2024 |
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| Bare Financial Services | 32k | $1.2M | -3% | Dec 2024 |
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| Financial Advocates Investment Management | 30k | $1.1M | 2% | Dec 2024 |
|
| Frontier Asset Management | 29k | $1.1M | -17% | Dec 2024 |
|
| Independent Advisor Alliance | 29k | $1.1M | 100% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 29k | $1.1M | -38% | Dec 2024 |
|
| Harbour Investments | 29k | $1.1M | 603% | Dec 2024 |
|
| Goldman Sachs Group | 28k | $1.0M | 0% | Dec 2024 |
|
| Koss-Olinger Consulting | 25k | $926k | -6% | Dec 2024 |
|
| Creative Financial Designs | 25k | $926k | -3% | Dec 2024 |
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| Kestra Advisory Services | 25k | $923k | 54% | Dec 2024 |
|
| Financial Advisory Corp | 20k | $664k | 10% | Mar 2025 |
|
| Belpointe Asset Management | 19k | $697k | -6% | Dec 2024 |
|
| Well Done | 17k | $654k | 0% | Dec 2024 |
|
| Commonwealth Equity Services | 17k | $626k | 50% | Dec 2024 |
|
| Two Sigma Investments | 16k | $615k | 100% | Dec 2024 |
|
| Cetera Investment Advisers | 16k | $606k | 18% | Dec 2024 |
|
| Captrust Financial Advisors | 15k | $561k | 1% | Dec 2024 |
|
| Ambassador Advisors | 15k | $558k | -4% | Dec 2024 |
|
| Strategic Blueprint | 14k | $541k | -23% | Dec 2024 |
|
| Keel Point | 14k | $538k | -3% | Dec 2024 |
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| Envestnet Asset Management | 14k | $524k | 37% | Dec 2024 |
|
| Synergy Financial Management | 12k | $437k | 100% | Dec 2024 |
|
| Silver Oak Securities | 11k | $398k | 9% | Dec 2024 |
|
| Ronald Blue Trust | 9.8k | $369k | 100% | Dec 2024 |
|
| Harvest Investment Services | 9.5k | $355k | -2% | Dec 2024 |
|
| H D Vest Advisory Services | 8.4k | $317k | -1% | Dec 2024 |
|
| Revisor Wealth Management | 8.4k | $314k | -36% | Dec 2024 |
|
| Envestnet Portfolio Solutions | 8.1k | $305k | 2% | Dec 2024 |
|
| Advisor Group Holdings | 7.8k | $298k | 6% | Dec 2024 |
|
| Whitaker-Myers Wealth Managers | 7.7k | $263k | -4% | Mar 2025 |
|
| Raymond James Financial | 7.1k | $267k | 100% | Dec 2024 |
|
| Optivise Advisory Services | 6.7k | $250k | -12% | Dec 2024 |
|
| Fairman Group | 6.6k | $249k | -20% | Dec 2024 |
|
| Simplicity Wealth | 6.5k | $222k | 100% | Mar 2025 |
|
| United Capital Financial Advisers | 6.3k | $237k | 100% | Dec 2024 |
|
| Wealthcare Advisory Partners | 5.9k | $202k | 3% | Mar 2025 |
|
| LaSalle St. Investment Advisors | 5.7k | $212k | -1% | Dec 2024 |
|
| SRS Capital Advisors | 5.7k | $212k | 100% | Dec 2024 |
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| Cornerstone Planning Group | 4.1k | $159k | 0% | Dec 2024 |
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| Royal Bank of Canada | 3.5k | $142k | 20% | Dec 2024 |
|
| Howe and Rusling | 3.4k | $127k | 0% | Dec 2024 |
|
| Wells Fargo & Company | 2.4k | $90k | 0% | Dec 2024 |
|
| AE Wealth Management | 2.3k | $88k | 100% | Dec 2024 |
|
| CoreCap Advisors | 2.1k | $81k | -1% | Dec 2024 |
|
| Principal Securities | 1.7k | $63k | 0% | Dec 2024 |
|
| Geneos Wealth Management | 1.5k | $58k | 0% | Dec 2024 |
|
| Continuum Advisory | 1.0k | $39k | 80% | Dec 2024 |
|
| Transce3nd | 959.00 | $36k | 100% | Dec 2024 |
|
| MAI Wealth Advisors | 822.00 | $31k | 100% | Dec 2024 |
|
| Private Trust Co Na | 575.00 | $22k | 0% | Dec 2024 |
|
| Proequities | 503.00 | $19M | 22% | Dec 2024 |
|
| Morgan Stanley | 500.00 | $19k | 0% | Dec 2024 |
|
| Jones Financial Companies, L.L | 380.00 | $14k | 100% | Dec 2024 |
|
| Values First Advisors | 346.00 | $13k | -63% | Dec 2024 |
|
| Nbc Securities | 329.00 | $11k | 100% | Mar 2025 |
|
| Noble Wealth Management PBC | 300.00 | $10k | 0% | Mar 2025 |
|
| Winch Advisory Services | 234.00 | $8.8k | 0% | Dec 2024 |
|
| FMR | 86.00 | $3.2k | -1% | Dec 2024 |
|
| Creekmur Asset Management | 82.00 | $3.1k | 0% | Dec 2024 |
|
| Summit Investment Advisors | 75.00 | $2.8k | -32% | Dec 2024 |
|
| Transcendent Capital Group | 75.00 | $2.8k | 0% | Dec 2024 |
|
| IAG Wealth Partners | 63.00 | $2.2k | 0% | Mar 2025 |
|
| Steward Partners Investment Advisory | 54.00 | $2.0k | 100% | Dec 2024 |
|
| Coppell Advisory Solutions | 4.00 | $150.000000 | 0% | Dec 2024 |
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Who sold out of Northern Lts Fd Tr Iv inspire smal etf?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2024 | 8.7k | $329k |
| Golden State Equity Partners | Sep 2024 | 2.9k | $111k |
| Householder Group Estate & Retirement Specialist | Sep 2024 | 480.00 | $18k |
| Mattson Financial Services | Sep 2024 | 358.00 | $12k |
| Bank of America Corporation | Sep 2024 | 26.00 | $984.999600 |