Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / INSPIRE SML/ MID
-
Total 13F shares
-
2,576,317
-
Share change
-
+14,892
-
Total reported value
-
$91,920,000
-
Price per share
-
$35.59
-
Number of holders
-
37
-
Value change
-
+$813,584
-
Number of buys
-
18
-
Number of sells
-
15
Institutional Holders of NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) as of Q1 2021
As of 31 Mar 2021,
NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) was held by
37 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,576,317 shares.
The largest 10 holders included
Inspire Advisors, LLC, CWM Advisors, LLC, Paradiem, LLC, CREATIVE FINANCIAL DESIGNS INC /ADV, LVZ Advisors, Inc., Keel Point, LLC, Legacy Wealth Asset Management, LLC, ADVISOR GROUP HOLDINGS, INC., AlphaStar Capital Management, LLC, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
37
institutional shareholders reporting positions in this security
for the Q1 2021 filing period.
| 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.