Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / INSPIRE 500 ETF
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Number of holders
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51
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Total 13F shares, excl. options
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1.02M
-
Shares change
-
+85.1K
-
Total reported value, excl. options
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$210M
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Value change
-
+$17.3M
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Number of buys
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38
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Number of sells
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-15
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Price
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$205.50
Significant Holders of NORTHERN LTS FD TR IV - INSPIRE 500 ETF (PTL) as of Q1 2025
57 filings reported holding PTL - NORTHERN LTS FD TR IV - INSPIRE 500 ETF as of Q1 2025.
NORTHERN LTS FD TR IV - INSPIRE 500 ETF (PTL) has 51 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.02M shares
.
Largest 10 shareholders include OneAscent Financial Services LLC (242K shares), Inspire Advisors, LLC (213K shares), Strategic Equity Management (88.7K shares), Christian Investment Advisors, Inc. (64.7K shares), LPL Financial LLC (46.8K shares), MONEYWISE, INC. (44.6K shares), Plan A Wealth LLC (41.9K shares), SILVER OAK SECURITIES, INCORPORATED (38.7K shares), PAX Financial Group, LLC (33.2K shares), and Belpointe Asset Management LLC (31.1K shares).
This table shows the top 51 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.