NORTHERN LTS FD TR IV - INSPIRE GBL HOPE (BLES)

CUSIP: 66538H658

Q4 2020 13F Holders as of 31 Dec 2020

Type / Class
Equity / INSPIRE GBL HOPE
Total 13F shares
2,931,428
Share change
-238,916
Total reported value
$98,174,000
Price per share
$33.44
Number of holders
35
Value change
-$7,459,038
Number of buys
12
Number of sells
20

Quarterly Holders Quick Answers

What is CUSIP 66538H658?
CUSIP 66538H658 identifies BLES - NORTHERN LTS FD TR IV - INSPIRE GBL HOPE in SEC institutional holdings data.

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Top shareholders of BLES - NORTHERN LTS FD TR IV - INSPIRE GBL HOPE (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of NORTHERN LTS FD TR IV - INSPIRE GBL HOPE (BLES) as of Q4 2020

As of 31 Dec 2020, NORTHERN LTS FD TR IV - INSPIRE GBL HOPE (BLES) was held by 35 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 2,931,428 shares. The largest 10 holders included Inspire Advisors, LLC, Paradiem, LLC, CWM Advisors, LLC, CREATIVE FINANCIAL DESIGNS INC /ADV, Keel Point, LLC, Change Path, LLC, OneAscent Financial Services LLC, OneAscent Wealth Management LLC, ATRIA INVESTMENTS LLC, and Legacy Wealth Asset Management, LLC. This page lists 35 institutional shareholders reporting positions in this security for the Q4 2020 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2020 vs Q3 2020 Across Filers

Q3 2020 holders
32
Q4 2020 holders
35
Holder diff
3
Investor Q3 2020 Shares Q4 2020 Shares Share Diff Share Chg % Q3 2020 Value $ Q4 2020 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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