Latest Period
Q2 2026
Security Snapshot
NORTHERN LTS FD TR IV - INSPIRE FIDELIS (FDLS) Institutional Ownership
CUSIP: 66538H187
13F Institutional Holders and Ownership History from Q3 2022 to Q2 2026
Institutions Reporting
48
Shares (Excl. Options)
3,135,946
Price
$42.27
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- Security type / class
- Equity / INSPIRE FIDELIS
- Symbol
- FDLS
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 3,135,946
- Total 13F value
- $132,540,886
- Portfolio coverage rank
- 0%
- Share change
- +862,221
- Value change
- +$36,889,671
- Number of holders
- 48
- SEC-reported price per share
- $42.19
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- FDLS - NORTHERN LTS FD TR IV - INSPIRE FIDELIS is tracked under CUSIP 66538H187.
- 48 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 37 to 48 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $83,992,608 to $132,540,886.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 48 institutions filings for Q2 2026.
Security key
66538H187
Latest holder period
Q2 2026
13F holders
48
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 66538H187:
As of 30 Jun 2026, 48 institutional investors reported holding 3,135,946 shares of NORTHERN LTS FD TR IV - INSPIRE FIDELIS (FDLS).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
16
Latest
Q2 2026
Rows shown
1-16 of 16
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 3,135,946 | $132,540,886 | +$36,889,671 | $42.27 | 48 |
| 2026 Q1 | 2,273,725 | $83,992,608 | +$16,319,313 | $36.94 | 37 |
| 2025 Q4 | 1,832,061 | $65,517,744 | +$11,447,974 | $35.74 | 34 |
| 2025 Q3 | 1,512,328 | $52,803,467 | +$4,310,420 | $34.92 | 25 |
| 2025 Q2 | 1,365,225 | $43,338,470 | +$2,249,326 | $31.74 | 22 |
| 2025 Q1 | 1,296,340 | $36,500,255 | +$2,362,279 | $28.15 | 18 |
| 2024 Q4 | 1,211,665 | $35,690,741 | +$499,811 | $29.46 | 14 |
| 2024 Q3 | 1,186,031 | $37,288,487 | +$1,471,773 | $31.44 | 15 |
| 2024 Q2 | 1,143,482 | $33,817,495 | -$5,622,576 | $29.57 | 17 |
| 2024 Q1 | 1,332,219 | $40,752,376 | +$5,775,051 | $30.59 | 12 |
| 2023 Q4 | 1,144,245 | $33,508,937 | +$4,124,686 | $29.34 | 10 |
| 2023 Q3 | 1,004,835 | $26,683,028 | +$1,388,031 | $26.55 | 11 |
| 2023 Q2 | 952,559 | $25,936,873 | +$2,038,329 | $27.23 | 9 |
| 2023 Q1 | 880,484 | $22,157,821 | -$1,558,609 | $25.17 | 8 |
| 2022 Q4 | 942,427 | $23,149,309 | +$896,101 | $24.56 | 5 |
| 2022 Q3 | 905,946 | $19,974,000 | +$19,974,000 | $22.05 | 5 |