Q1 2025 13F Holders as of 31 Mar 2025
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Type / Class
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Equity / INSPIRE 500 ETF
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Number of holders
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52
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Total 13F shares, excl. options
-
1,060,993
-
Shares change
-
+127,058
-
Total reported value, excl. options
-
$218,851,428
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Value change
-
+$25,916,013
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Number of buys
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39
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Number of sells
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15
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Price
-
$205.50
Institutional Holders of NORTHERN LTS FD TR IV - INSPIRE 500 ETF (PTL) as of Q1 2025
As of 31 Mar 2025 NORTHERN LTS FD TR IV - INSPIRE 500 ETF (PTL) had 52 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,060,993 shares of stock of the company.
Largest 10 holders included OneAscent Financial Services LLC, Inspire Advisors, LLC, Strategic Equity Management, Christian Investment Advisors, Inc., LPL Financial LLC, MONEYWISE, INC., Plan A Wealth LLC, SILVER OAK SECURITIES, INCORPORATED, PAX Financial Group, LLC, and Belpointe Asset Management LLC.
This table shows 52 institutional shareholders of the security as of 31 Mar 2025.
| 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.