Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / INSPIRE GBL HOPE
-
Number of holders
-
38
-
Total 13F shares, excl. options
-
2,643,884
-
Shares change
-
-288,007
-
Total reported value, excl. options
-
$96,267,083
-
Value change
-
-$10,703,933
-
Number of buys
-
22
-
Number of sells
-
-16
-
Price
-
$36.27
Significant Holders of NORTHERN LTS FD TR IV - INSPIRE GBL HOPE (BLES) as of Q1 2021
43 filings reported holding BLES - NORTHERN LTS FD TR IV - INSPIRE GBL HOPE as of Q1 2021.
NORTHERN LTS FD TR IV - INSPIRE GBL HOPE (BLES) has 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,643,884 shares
.
Largest 10 shareholders include Inspire Advisors, LLC (758,724 shares), CWM Advisors, LLC (411,365 shares), Paradiem, LLC (200,930 shares), CREATIVE FINANCIAL DESIGNS INC /ADV (198,891 shares), Keel Point, LLC (161,512 shares), OneAscent Financial Services LLC (92,962 shares), OneAscent Wealth Management LLC (92,962 shares), Legacy Wealth Asset Management, LLC (91,367 shares), ATRIA INVESTMENTS LLC (84,768 shares), and AlphaStar Capital Management, LLC (83,170 shares).
This table shows the top 38 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.