Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / INSPIRE SML/ MID
-
Number of holders
-
15
-
Total 13F shares, excl. options
-
983,302
-
Shares change
-
+47,876
-
Total reported value, excl. options
-
$22,458,000
-
Value change
-
+$177,733
-
Number of buys
-
12
-
Number of sells
-
-10
-
Price
-
$22.84
Significant Holders of NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) as of Q4 2018
23 filings reported holding ISMD - NORTHERN LTS FD TR IV - INSPIRE SML/ MID as of Q4 2018.
NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 983,302 shares
.
Largest 10 shareholders include CWM Advisors, LLC (514,581 shares), BANK OF AMERICA CORP /DE/ (106,810 shares), ENVESTNET ASSET MANAGEMENT INC (104,755 shares), CREATIVE FINANCIAL DESIGNS INC /ADV (67,969 shares), AlphaStar Capital Management, LLC (50,626 shares), LVZ Advisors, Inc. (35,350 shares), Keel Point, LLC (26,472 shares), LPL Financial LLC (18,687 shares), JANE STREET GROUP, LLC (17,916 shares), and M Holdings Securities, Inc. (16,014 shares).
This table shows the top 15 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.