Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / INSPIRE SML/ MID
-
Total 13F shares
-
3,908,384
-
Share change
-
+328,300
-
Total reported value
-
$139,082,605
-
Price per share
-
$35.53
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Number of holders
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78
-
Value change
-
+$11,807,291
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Number of buys
-
41
-
Number of sells
-
36
Institutional Holders of NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) as of Q2 2025
As of 30 Jun 2025 NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) had 78 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,908,384 shares of stock of the company.
Largest 10 holders included Inspire Advisors, LLC, OneAscent Financial Services LLC, Christian Investment Advisors, Inc., Inspire Investing, LLC, PAX Financial Group, LLC, LPL Financial LLC, CreativeOne Wealth, LLC, CREATIVE FINANCIAL DESIGNS INC /ADV, LVZ, Inc., and AlphaStar Capital Management, LLC.
This table shows 79 institutional shareholders of the security as of 30 Jun 2025.
| 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.