Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / INSPIRE 500 ETF
-
Number of holders
-
44
-
Total 13F shares, excl. options
-
934K
-
Shares change
-
+343K
-
Total reported value, excl. options
-
$199M
-
Value change
-
+$73.1M
-
Number of buys
-
34
-
Number of sells
-
-7
-
Price
-
$213.30
Significant Holders of NORTHERN LTS FD TR IV - INSPIRE 500 ETF (PTL) as of Q4 2024
47 filings reported holding PTL - NORTHERN LTS FD TR IV - INSPIRE 500 ETF as of Q4 2024.
NORTHERN LTS FD TR IV - INSPIRE 500 ETF (PTL) has 44 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 934K shares
.
Largest 10 shareholders include OneAscent Financial Services LLC (235K shares), Inspire Advisors, LLC (209K shares), Strategic Equity Management (97.1K shares), Christian Investment Advisors, Inc. (64.3K shares), MONEYWISE, INC. (54K shares), PAX Financial Group, LLC (35.4K shares), LPL Financial LLC (33.6K shares), Inspire Investing, LLC (30.4K shares), SILVER OAK SECURITIES, INCORPORATED (29.4K shares), and Belpointe Asset Management LLC (19.8K shares).
This table shows the top 44 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.