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

CUSIP: 66538H658

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / INSPIRE GBL HOPE
Total 13F shares
4,174,180
Share change
+495,309
Total reported value
$148,815,686
Price per share
$35.69
Number of holders
60
Value change
+$17,669,954
Number of buys
32
Number of sells
15

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 2023

As of 31 Dec 2023, NORTHERN LTS FD TR IV - INSPIRE GBL HOPE (BLES) was held by 60 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 4,174,180 shares. The largest 10 holders included Inspire Advisors, LLC, Inspire Investing, LLC, CREATIVE FINANCIAL DESIGNS INC /ADV, PAX Financial Group, LLC, Paradiem, LLC, Keel Point, LLC, Legacy Wealth Asset Management, LLC, CWM, LLC, CITADEL ADVISORS LLC, and OneAscent Financial Services LLC. This page lists 60 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
57
Q4 2023 holders
60
Holder diff
3
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 Value $ Q4 2023 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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