DOSSIER · 13F Holders · Q1 2026
BIBL

NORTHERN LTS FD TR IV

146 institutions still hold NORTHERN LTS FD TR IV as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 66538H534·146 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$210M
visible holders
Holders
146
filers reporting
Concentration
26.62%
Inspire Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

146 institutions reported BIBL in Q1 2026. Inspire Advisors, LLC leads at 26.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Inspire Advisors, LLC
CIK 0001810558
$56M1.2M4.56%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$33M578K0.01%Q2 2026
03
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$30M512K1.41%Q2 2026
04
Strategic Equity Management
CIK 0001843578
$10M207K3.66%Q1 2026
05
Bare Financial Services, Inc
CIK 0002009426
$10M167K2.21%Q2 2026
06
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$8M161K0.05%Q1 2026
07
CWM, LLC
CIK 0001535847
$7M147K0.02%Q1 2026
08
LVZ, Inc.
CIK 0001574408
$6M108K0.64%Q2 2026
09
Focus Partners Wealth
CIK 0001542153
$6M137K0.01%Q4 2025
10
OneAscent Financial Services LLC
CIK 0001780985
$6M121K0.31%Q1 2026
11
SUMMIT WEALTH GROUP LLC / CO
CIK 0002081278
$5M81K0.39%Q2 2026
12
PAX Financial Group, LLC
CIK 0001803673
$5M81K0.69%Q2 2026
13
Inspire Investing, LLC
CIK 0001670139
$4M95K0.26%Q1 2026
14
Turning Point Benefit Group, Inc.
CIK 0002008513
$4M74K1.83%Q2 2026
15
GTS SECURITIES LLC
CIK 0001452765· Market maker
$4M83K0.14%Q1 2026
16
Cetera Investment Advisers
CIK 0001666741
$4M83K0.00%Q1 2026
17
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$4M63K0.22%Q2 2026
18
Revisor Wealth Management LLC
CIK 0001887409
$3M56K0.79%Q2 2026
19
Geneos Wealth Management Inc.
CIK 0001764754
$3M55K0.07%Q2 2026
20
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M53K0.00%Q2 2026
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