BIBL — Northern Lts Fd Tr IV Institutional Holders · Q3 2026
Who owns Northern Lts Fd Tr IV (BIBL)? 7 institutions reported holding $2.37M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Whitaker-Myers Wealth Managers, LTD. ($757,135), Farther Finance Advisors, LLC ($640,557), Gradient Investments LLC ($419,215).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Whitaker-Myers Wealth Managers, LTD. | $757,135 | 14,005 | Added |
| 2 | Farther Finance Advisors, LLC | $640,557 | 11,849 | Added |
| 3 | Gradient Investments LLC | $419,215 | 7,755 | New |
| 4 | First Heartland Consultants, Inc. | $339,102 | 6,273 | Trimmed |
| 5 | CoreCap Advisors, LLC | $167,424 | 3,097 | Hold |
| 6 | CX Institutional | $50,000 | 925 | Hold |
| 7 | MRA Advisory Group | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30