DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
BIBL

NORTHERN LTS FD TR IV

135 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 66538H534·135 13F holders·last filed Mar 31, 2026
Market cap
5.7%
vs prior quarter
13F value held
$168M
59.0% inst. owned
of float
Holders
135
+112 QoQ
filers reporting
Activity
+38 / −99
+738 added · −734 reduced
this quarter
Concentration
33.34%
Inspire Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

135 institutions reported BIBL in Q1 2026. Inspire Advisors, LLC leads at 33.3% of the visible book. +112 net new institutions vs prior quarter — accumulation reading.

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
$22M462K0.01%Q1 2026
03
Strategic Equity Management
CIK 0001843578
$10M207K3.66%Q1 2026
04
Bare Financial Services, Inc
CIK 0002009426
$8M171K2.13%Q1 2026
05
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$8M161K0.05%Q1 2026
06
CWM, LLC
CIK 0001535847
$7M147K0.02%Q1 2026
07
Focus Partners Wealth
CIK 0001542153
$6M137K0.01%Q4 2025
08
OneAscent Financial Services LLC
CIK 0001780985
$6M121K0.31%Q1 2026
09
LVZ, Inc.
CIK 0001574408
$5M109K0.59%Q1 2026
10
MONEYWISE, INC.
CIK 0001703080
$5M101K2.09%Q1 2026
11
Inspire Investing, LLC
CIK 0001670139
$4M95K0.26%Q1 2026
12
GTS SECURITIES LLC
CIK 0001452765· Market maker
$4M83K0.14%Q1 2026
13
Cetera Investment Advisers
CIK 0001666741
$4M83K0.00%Q1 2026
14
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK 0001109767
$4M81K0.20%Q1 2026
15
SUMMIT WEALTH GROUP LLC / CO
CIK 0002081278
$4M80K0.40%Q1 2026
16
PAX Financial Group, LLC
CIK 0001803673
$4M80K0.64%Q1 2026
17
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$4M79K0.23%Q1 2026
18
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$3M63K0.22%Q1 2026
19
Revisor Wealth Management LLC
CIK 0001887409
$3M62K0.81%Q1 2026
20
Turning Point Benefit Group, Inc.
CIK 0002008513
$3M58K1.37%Q4 2025
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