Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Northern Lights Fund Trust IV - Inspire Small/Mid Cap ETF meliputi Christian Investment Advisors, Inc., RMG Wealth Management LLC, Trust Co Of Toledo Na /oh/, Northwestern Mutual Wealth Management Co, dan GeoWealth Management, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Fmr Llc | 156 | 81.40 | 6 | 150.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 186 | 7 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 1,382,520 | 6.71 | 49,121 | 11.12 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 5,340 | 919.08 | 190 | 1,011.76 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 18,815 | 42.31 | 668 | 48.12 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 13,331 | 484 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22,965 | 816 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6,430 | 44.98 | 229 | 50.99 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 6,902 | 7.36 | 245 | 11.87 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 61,442 | 1.38 | 2,183 | 5.61 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 7,331 | 2.42 | 260 | 6.56 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 152,350 | 467.22 | 5,413 | 490.83 | ||||
| 2025-08-06 | 13F | Christian Investment Advisors, Inc. | 307,179 | 10,914 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 235 | 0.43 | 8 | 14.29 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4,052 | 0.37 | 144 | 4.38 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 315,582 | 17.51 | 11 | 22.22 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 695 | 7.75 | 25 | 9.09 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 21,244 | 11.65 | 755 | 16.18 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,569 | 56 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 31,723 | 4.67 | 1,127 | 8.99 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 14,300 | 43.00 | 508 | 48.97 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 112 | 0.90 | 4 | 0.00 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 4,154 | 0.34 | 150 | 13.64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 19,256 | 0.66 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 15,992 | 4.75 | 596 | 13.98 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 60,430 | 32.12 | 2,147 | 37.63 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 20,358 | 4.58 | 723 | 8.89 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 5,905 | 0 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 295 | 10 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 160,647 | 5.16 | 5,708 | 9.50 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 38,853 | 21.67 | 1,380 | 26.72 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 60,013 | 0.10 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 190,458 | 9.09 | 6,767 | 13.58 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10,585 | 12.75 | 376 | 17.50 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 5,665 | 0.16 | 201 | 4.15 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 6,530 | 7.38 | 232 | 12.08 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 6,663 | 0.41 | 238 | -4.82 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 10,539 | 0.52 | 374 | 4.47 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 388 | 12.14 | 14 | 18.18 | ||||
| 2025-07-24 | 13F | CWM Advisors, LLC | 229,889 | 3.07 | 8,168 | 7.32 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 44,204 | 2.28 | 1,571 | 6.51 |
