Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / Exchange Traded Funds
-
Shares outstanding
-
968,686
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
1,983,096
-
Shares change
-
+1,289,780
-
Total reported value, excl. options
-
$60,673,000
-
Value change
-
+$39,462,037
-
Number of buys
-
5
-
Number of sells
-
-2
-
Price
-
$30.6
Significant Holders of Northern Lights Fund Trust IV - Exchange Traded Funds (LCG) as of Q4 2021
12 filings reported holding LCG - Northern Lights Fund Trust IV - Exchange Traded Funds as of Q4 2021.
Northern Lights Fund Trust IV - Exchange Traded Funds (LCG) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,983,096 shares
.
Largest 10 shareholders include AE Wealth Management LLC (1,273,403 shares), TRUIST FINANCIAL CORP (307,910 shares), ENVESTNET ASSET MANAGEMENT INC (192,212 shares), SRS Capital Advisors, Inc. (166,979 shares), RAYMOND JAMES & ASSOCIATES (16,340 shares), DAVENPORT & Co LLC (14,023 shares), CITADEL ADVISORS LLC (8,409 shares), ADVISOR GROUP HOLDINGS, INC. (1,640 shares), Column Capital Advisors, LLC (1,000 shares), and Carroll Financial Associates, Inc. (980 shares).
This table shows the top 11 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.