NORTHERN LTS FD TR IV's ticker is BLES and the CUSIP is 66538H658. A total of 38 filers reported holding NORTHERN LTS FD TR IV in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $329,000 | -18.4% | 11,850 | -23.1% | 0.01% | -27.8% |
| Q2 2020 | $403,000 | +25.2% | 15,400 | +1.3% | 0.02% | -5.3% |
| Q1 2020 | $322,000 | -28.8% | 15,200 | +2.2% | 0.02% | 0.0% |
| Q4 2019 | $452,000 | +17.7% | 14,875 | +7.6% | 0.02% | +5.6% |
| Q3 2019 | $384,000 | -5.0% | 13,825 | -3.5% | 0.02% | -14.3% |
| Q2 2019 | $404,000 | – | 14,325 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 711,009 | $23,773,000 | 8.87% |
| Paradiem, LLC | 500,146 | $16,780,000 | 7.10% |
| OneAscent Financial Services LLC | 102,052 | $3,419,000 | 3.65% |
| Inspire Investing, LLC | 400,175 | $13,380,000 | 2.96% |
| OneAscent Wealth Management LLC | 102,052 | $3,419,000 | 1.55% |
| Legacy Wealth Asset Management, LLC | 88,714 | $2,966,000 | 1.49% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 184,861 | $6,181,000 | 1.32% |
| Harvest Investment Services, LLC | 42,244 | $1,412,000 | 0.73% |
| AlphaStar Capital Management, LLC | 79,415 | $2,737,000 | 0.46% |
| Keel Point, LLC | 141,788 | $4,741,000 | 0.42% |