Security key
66538H633
NORTHERN LTS FD TR IV - INSPIRE CORP BD (IBD)
CUSIP: 66538H633
Q4 2023 13F Holders as of 31 Dec 2023
- Type / Class
- Equity / INSPIRE CORP BD
- Total 13F shares
- 8,789,529
- Share change
- -1,136,045
- Total reported value
- $207,471,235
- Price per share
- $23.59
- Number of holders
- 63
- Value change
- -$26,782,205
- Number of buys
- 33
- Number of sells
- 22
Report period
Q4 2023
Institutions
63
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 66538H633
Recent filing periods:
Top shareholders of IBD - NORTHERN LTS FD TR IV - INSPIRE CORP BD (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of NORTHERN LTS FD TR IV - INSPIRE CORP BD (IBD) as of Q4 2023
As of 31 Dec 2023,
NORTHERN LTS FD TR IV - INSPIRE CORP BD (IBD) was held by
63 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,789,529 shares.
The largest 10 holders included
Inspire Advisors, LLC, Ambassador Advisors, LLC, CreativeOne Wealth, LLC, Inspire Investing, LLC, PAX Financial Group, LLC, CREATIVE FINANCIAL DESIGNS INC /ADV, OSAIC HOLDINGS, INC., LVZ, Inc., ENVESTNET ASSET MANAGEMENT INC, and JANE STREET GROUP, LLC.
This page lists
63
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
54
Q4 2023 holders
63
Holder diff
9
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 Value $ | Q4 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.