Q4 2017 13F Holders as of 31 Dec 2017
-
Type / Class
-
Equity / INSPIRE SML/ MID
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
580,628
-
Shares change
-
+100,564
-
Total reported value, excl. options
-
$15,354,000
-
Value change
-
+$2,661,654
-
Number of buys
-
9
-
Number of sells
-
-2
-
Price
-
$26.44
Significant Holders of NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) as of Q4 2017
12 filings reported holding ISMD - NORTHERN LTS FD TR IV - INSPIRE SML/ MID as of Q4 2017.
NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 580,628 shares
.
Largest 10 shareholders include CWM Advisors, LLC (431,648 shares), AlphaStar Capital Management, LLC (53,737 shares), Institute for Wealth Management, LLC. (27,910 shares), CREATIVE FINANCIAL DESIGNS INC /ADV (20,059 shares), Keel Point, LLC (14,565 shares), M Holdings Securities, Inc. (13,475 shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (11,773 shares), IFP Advisors, Inc (6,907 shares), UBS Group AG (324 shares), and Advisor Group, Inc. (230 shares).
This table shows the top 10 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.