13F Insight
DOSSIER · 13F Holders · Q2 2026
BIBL

NORTHERN LTS FD TR IV

150 institutions still hold NORTHERN LTS FD TR IV as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 66538H534·150 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$229M
visible holders
Holders
150
filers reporting
Concentration
30.62%
Inspire Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

150 institutions reported BIBL in Q2 2026. Inspire Advisors, LLC leads at 30.6% 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
$70M1.2M4.88%Q2 202602
LPL Financial LLC
CIK 0001403438
$33M578K0.01%Q2 202603
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$30M512K1.41%Q2 202604
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$10M177K0.06%Q2 202605
Bare Financial Services, Inc
CIK 0002009426
$10M167K2.21%Q2 202606
Focus Partners Wealth
CIK 0001542153
$8M132K0.01%Q2 202607
CARLSON FINANCIAL, INC.
CIK 0002134889
$7M125K3.68%Q2 202608
OneAscent Financial Services LLC
CIK 0001780985
$7M120K0.33%Q2 202609
CWM, LLC
CIK 0001535847
$7M147K0.02%Q1 202610
LVZ, Inc.
CIK 0001574408
$6M108K0.64%Q2 202611
Inspire Investing, LLC
CIK 0001670139
$6M98K0.23%Q2 202612
SUMMIT WEALTH GROUP LLC / CO
CIK 0002081278
$5M81K0.39%Q2 202613
PAX Financial Group, LLC
CIK 0001803673
$5M81K0.69%Q2 202614
Cetera Investment Advisers
CIK 0001666741
$4M75K0.00%Q2 202615
Turning Point Benefit Group, Inc.
CIK 0002008513
$4M74K1.83%Q2 202616
Strategic Equity Management
CIK 0001843578
$4M71K1.38%Q2 202617
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$4M63K0.22%Q2 202618
Revisor Wealth Management LLC
CIK 0001887409
$3M56K0.79%Q2 202619
Geneos Wealth Management Inc.
CIK 0001764754
$3M55K0.07%Q2 202620
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$3M55K0.00%Q2 2026
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