Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / INSPIRE SML/ MID
-
Number of holders
-
41
-
Total 13F shares, excl. options
-
2,771,354
-
Shares change
-
+208,384
-
Total reported value, excl. options
-
$97,055,402
-
Value change
-
+$7,343,650
-
Number of buys
-
29
-
Number of sells
-
-7
-
Price
-
$35.24
Significant Holders of NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) as of Q4 2021
44 filings reported holding ISMD - NORTHERN LTS FD TR IV - INSPIRE SML/ MID as of Q4 2021.
NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) has 41 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,771,354 shares
.
Largest 10 shareholders include Inspire Advisors, LLC (1,071,521 shares), Inspire Investing, LLC (358,903 shares), Paradiem, LLC (225,780 shares), CREATIVE FINANCIAL DESIGNS INC /ADV (188,326 shares), LVZ, Inc. (119,441 shares), Legacy Wealth Asset Management, LLC (101,367 shares), ADVISOR GROUP HOLDINGS, INC. (98,751 shares), Alphastar Capital Management, LLC (85,572 shares), PAX Financial Group, LLC (72,565 shares), and Keel Point, LLC (67,123 shares).
This table shows the top 41 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.