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 | 921,221 | $27,720,000 | 7.75% |
| Paradiem, LLC | 190,388 | $5,729,000 | 2.16% |
| Inspire Investing, LLC | 517,401 | $15,569,000 | 2.07% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 353,197 | $10,628,000 | 1.74% |
| PAX Financial Group, LLC | 210,877 | $6,345,000 | 1.60% |
| Legacy Wealth Asset Management, LLC | 122,559 | $3,688,000 | 1.50% |
| OneAscent Financial Services LLC | 92,961 | $2,822,000 | 1.28% |
| Keel Point, LLC | 185,297 | $6,138,000 | 0.96% |
| Frontier Asset Management, LLC | 27,675 | $832,000 | 0.69% |
| Harvest Investment Services, LLC | 20,943 | $630,000 | 0.48% |