Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / INSPIRE SML/ MID
-
Number of holders
-
37
-
Total 13F shares, excl. options
-
2,559,952
-
Shares change
-
-31,998
-
Total reported value, excl. options
-
$93,916,000
-
Value change
-
-$1,162,780
-
Number of buys
-
17
-
Number of sells
-
-19
-
Price
-
$36.73
Significant Holders of NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) as of Q2 2021
44 filings reported holding ISMD - NORTHERN LTS FD TR IV - INSPIRE SML/ MID as of Q2 2021.
NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,559,952 shares
.
Largest 10 shareholders include Inspire Advisors, LLC (1,016,083 shares), CWM Advisors, LLC (377,665 shares), Paradiem, LLC (227,064 shares), CREATIVE FINANCIAL DESIGNS INC /ADV (172,567 shares), LVZ, Inc. (96,716 shares), Legacy Wealth Asset Management, LLC (85,562 shares), Keel Point, LLC (80,987 shares), OSAIC HOLDINGS, INC. (80,163 shares), AlphaStar Capital Management, LLC (68,872 shares), and ENVESTNET ASSET MANAGEMENT INC (59,362 shares).
This table shows the top 37 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.