Who Owns NORTHERN LTS FD TR IV (IBD)? -- Institutional Holders (2026-03-31)
111 institutions reported holding $390.6M of NORTHERN LTS FD TR IV (IBD) in SEC 13F filings for 2026-03-31. Largest institutional holders: Inspire Advisors, LLC ($103.2M), Faithward Advisors, LLC ($39.6M), CREATIVE FINANCIAL DESIGNS INC /ADV ($25.2M), Inspire Investing, LLC ($23.6M), Bare Financial Services, Inc ($18.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Inspire Advisors, LLC | $103.2M | 4.3M | Added |
| 2 | Faithward Advisors, LLC | $39.6M | 1.7M | Added |
| 3 | CREATIVE FINANCIAL DESIGNS INC /ADV | $25.2M | 1.1M | Added |
| 4 | Inspire Investing, LLC | $23.6M | 988,722 | Added |
| 5 | Bare Financial Services, Inc | $18.4M | 769,879 | Added |
| 6 | OneAscent Financial Services LLC | $15.8M | 663,927 | Added |
| 7 | LPL Financial LLC | $14.7M | 615,486 | Added |
| 8 | CreativeOne Wealth, LLC | $13.7M | 575,866 | Added |
| 9 | PAX Financial Group, LLC | $8.2M | 343,996 | Added |
| 10 | Plan A Wealth LLC | $7.1M | 297,360 | Added |
| 11 | OneAscent Wealth Management LLC | $7.0M | 292,461 | Added |
| 12 | CITADEL ADVISORS LLC | $5.5M | 228,764 | Added |
| 13 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $5.4M | 225,919 | Added |
| 14 | ASSETMARK, INC | $5.1M | 212,075 | Added |
| 15 | WorthPointe, LLC | $4.9M | 206,967 | Trimmed |
| 16 | GOLDMAN SACHS GROUP INC | $4.8M | 200,001 | Added |
| 17 | LVZ, Inc. | $4.7M | 195,296 | Added |
| 18 | Valmark Advisers, Inc. | $4.4M | 186,518 | Trimmed |
| 19 | Cetera Investment Advisers | $4.3M | 178,643 | Added |
| 20 | Legacy Wealth Asset Management, LLC | $4.1M | 170,546 | Added |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $3.7M | 156,095 | Added |
| 22 | OneAscent Investment Solutions LLC | $3.7M | 154,153 | Added |
| 23 | Allworth Financial LP | $3.5M | 147,360 | Added |
| 24 | Range Financial Group LLC | $3.2M | 133,193 | Trimmed |
| 25 | TrueWealth Advisors, LLC | $2.6M | 110,273 | Added |
Source: SEC Form 13F filings · as of 2026-03-31