Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / INSPIRE MOMENTUM
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
880,799
-
Shares change
-
-385,823
-
Total reported value, excl. options
-
$25,860,000
-
Value change
-
-$11,364,846
-
Number of buys
-
5
-
Number of sells
-
-3
-
Price
-
$29.37
Significant Holders of NORTHERN LTS FD TR IV - INSPIRE MOMENTUM (GLRY) as of Q4 2021
9 filings reported holding GLRY - NORTHERN LTS FD TR IV - INSPIRE MOMENTUM as of Q4 2021.
NORTHERN LTS FD TR IV - INSPIRE MOMENTUM (GLRY) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 880,799 shares
.
Largest 9 shareholders include Ambassador Advisors, LLC (840,536 shares), Inspire Advisors, LLC (23,032 shares), First Heartland Consultants, Inc. (9,754 shares), Sound Financial Strategies Group, LLC (7,180 shares), ROYAL BANK OF CANADA (205 shares), UBS Group AG (32 shares), EverSource Wealth Advisors, LLC (31 shares), ADVISOR GROUP HOLDINGS, INC. (29 shares), and Synergy Asset Management, LLC (0 shares).
This table shows the top 8 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.