Who Owns NORTHERN LTS FD TR IV (IBD)? -- Institutional Holders (2026-06-30)
123 institutions reported holding $356.7M of NORTHERN LTS FD TR IV (IBD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Inspire Advisors, LLC ($97.5M), Faithward Advisors, LLC ($40.8M), CREATIVE FINANCIAL DESIGNS INC /ADV ($23.0M), LPL Financial LLC ($19.6M), Bare Financial Services, Inc ($18.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Inspire Advisors, LLC | $97.5M | 4.1M | Trimmed |
| 2 | Faithward Advisors, LLC | $40.8M | 1.7M | Added |
| 3 | CREATIVE FINANCIAL DESIGNS INC /ADV | $23.0M | 968,280 | Trimmed |
| 4 | LPL Financial LLC | $19.6M | 823,286 | Added |
| 5 | Bare Financial Services, Inc | $18.9M | 795,094 | Added |
| 6 | Inspire Investing, LLC | $18.3M | 768,594 | Trimmed |
| 7 | OneAscent Financial Services LLC | $13.0M | 548,881 | Trimmed |
| 8 | PAX Financial Group, LLC | $8.3M | 348,665 | Added |
| 9 | Plan A Wealth LLC | $7.7M | 322,041 | Added |
| 10 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $6.4M | 267,448 | Added |
| 11 | ASSETMARK, INC | $5.3M | 222,966 | Added |
| 12 | LVZ, Inc. | $4.7M | 197,625 | Added |
| 13 | Valmark Advisers, Inc. | $4.5M | 187,444 | Added |
| 14 | Legacy Wealth Asset Management, LLC | $4.4M | 184,769 | Added |
| 15 | Allworth Financial LP | $4.3M | 180,701 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 180,131 | Added |
| 17 | WorthPointe, LLC | $3.7M | 154,171 | Trimmed |
| 18 | Range Financial Group LLC | $3.6M | 152,721 | Added |
| 19 | OneAscent Investment Solutions LLC | $3.5M | 147,937 | Trimmed |
| 20 | OSAIC HOLDINGS, INC. | $3.0M | 126,122 | Added |
| 21 | TrueWealth Advisors, LLC | $2.9M | 123,684 | Added |
| 22 | GOLDMAN SACHS GROUP INC | $2.7M | 114,735 | Trimmed |
| 23 | Belpointe Asset Management LLC | $2.5M | 106,334 | Added |
| 24 | Farther Finance Advisors, LLC | $2.5M | 105,133 | Added |
| 25 | CITADEL ADVISORS LLC | $2.3M | 97,889 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30