Q2 2020 13F Holders as of 30 Jun 2020
-
Type / Class
-
Equity / INSPIRE SML/ MID
-
Number of holders
-
32
-
Total 13F shares, excl. options
-
1,765,607
-
Shares change
-
-591,119
-
Total reported value, excl. options
-
$39,953,000
-
Value change
-
-$12,957,378
-
Number of buys
-
18
-
Number of sells
-
-10
-
Price
-
$22.60
Significant Holders of NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) as of Q2 2020
37 filings reported holding ISMD - NORTHERN LTS FD TR IV - INSPIRE SML/ MID as of Q2 2020.
NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) has 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,765,607 shares
.
Largest 10 shareholders include CWM Advisors, LLC (403,882 shares), Ambassador Advisors, LLC (299,661 shares), CREATIVE FINANCIAL DESIGNS INC /ADV (231,688 shares), LVZ Advisors, Inc. (81,580 shares), JANE STREET GROUP, LLC (75,967 shares), AlphaStar Capital Management, LLC (71,677 shares), ENVESTNET ASSET MANAGEMENT INC (71,487 shares), Keel Point, LLC (70,922 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (65,006 shares), and BANK OF AMERICA CORP /DE/ (63,828 shares).
This table shows the top 32 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.