Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / INSPIRE SML/ MID
-
Number of holders
-
29
-
Total 13F shares, excl. options
-
2,356,323
-
Shares change
-
+306,345
-
Total reported value, excl. options
-
$45,380,969
-
Value change
-
+$4,532,688
-
Number of buys
-
16
-
Number of sells
-
-13
-
Price
-
$19.26
Significant Holders of NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) as of Q1 2020
35 filings reported holding ISMD - NORTHERN LTS FD TR IV - INSPIRE SML/ MID as of Q1 2020.
NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) has 29 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,356,323 shares
.
Largest 10 shareholders include Ambassador Advisors, LLC (952,658 shares), CWM Advisors, LLC (373,673 shares), CREATIVE FINANCIAL DESIGNS INC /ADV (204,442 shares), UBS Group AG (132,474 shares), LVZ Advisors, Inc. (78,804 shares), BANK OF AMERICA CORP /DE/ (76,281 shares), CITADEL ADVISORS LLC (75,255 shares), AlphaStar Capital Management, LLC (72,187 shares), M Holdings Securities, Inc. (70,451 shares), and Keel Point, LLC (57,045 shares).
This table shows the top 29 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.