Northern Lights Fund Trust IV - Exchange Traded Funds (LCG)

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / Exchange Traded Funds
Shares outstanding
968,686
Number of holders
11
Total 13F shares, excl. options
659,871
Shares change
+27,184
Total reported value, excl. options
$19,595,422
Value change
+$849,805
Number of buys
5
Number of sells
-6
Price
$29.70

Significant Holders of Northern Lights Fund Trust IV - Exchange Traded Funds (LCG) as of Q4 2024

12 filings reported holding LCG - Northern Lights Fund Trust IV - Exchange Traded Funds as of Q4 2024.
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 659,871 shares of 968,686 outstanding shares and own 68% of the company stock.
Largest 10 shareholders include B.O.S.S. Retirement Advisors, LLC (146,097 shares), SRS Capital Advisors, Inc. (130,292 shares), AE Wealth Management LLC (101,015 shares), ENVESTNET ASSET MANAGEMENT INC (92,296 shares), TRUIST FINANCIAL CORP (83,784 shares), D.A. DAVIDSON & CO. (65,904 shares), United Advisor Group, LLC (11,400 shares), Sterling Capital Management LLC (10,162 shares), BluePath Capital Management, LLC (9,843 shares), and DAVENPORT & Co LLC (8,963 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.