Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / INSPIRE GBL HOPE
-
Number of holders
-
37
-
Total 13F shares, excl. options
-
2,480,534
-
Shares change
-
+22,574
-
Total reported value, excl. options
-
$96,726,777
-
Value change
-
+$1,124,996
-
Number of buys
-
27
-
Number of sells
-
-10
-
Price
-
$38.93
Significant Holders of NORTHERN LTS FD TR IV - INSPIRE GBL HOPE (BLES) as of Q2 2021
41 filings reported holding BLES - NORTHERN LTS FD TR IV - INSPIRE GBL HOPE as of Q2 2021.
NORTHERN LTS FD TR IV - INSPIRE GBL HOPE (BLES) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,480,534 shares
.
Largest 10 shareholders include Inspire Advisors, LLC (803,277 shares), CWM Advisors, LLC (414,832 shares), CREATIVE FINANCIAL DESIGNS INC /ADV (240,526 shares), Paradiem, LLC (194,392 shares), Keel Point, LLC (162,196 shares), Legacy Wealth Asset Management, LLC (94,158 shares), AlphaStar Capital Management, LLC (90,223 shares), ATRIA INVESTMENTS LLC (87,057 shares), ENVESTNET ASSET MANAGEMENT INC (79,823 shares), and Financial Advocates Investment Management (55,117 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.