CAPTRUST FINANCIAL ADVISORS - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is BLES and the CUSIP is 66538H658. A total of 43 filers reported holding NORTHERN LTS FD TR IV in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q2 2022$56,000
-8.2%
1,839
+8.4%
0.00%
Q1 2022$61,000
+24.5%
1,697
+30.8%
0.00%
Q4 2021$49,000
+157.9%
1,297
+157.9%
0.00%
Q3 2021$19,000
-5.0%
503
+0.6%
0.00%
Q2 2021$20,0005000.00%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q4 2021
NameSharesValueWeighting ↓
Inspire Advisors, LLC 886,643$31,879,0008.95%
OneAscent Financial Services LLC 93,128$3,356,0002.40%
Paradiem, LLC 190,597$6,771,0002.22%
CREATIVE FINANCIAL DESIGNS INC /ADV 338,156$12,158,0001.85%
Inspire Investing, LLC 440,638$15,843,0001.83%
Legacy Wealth Asset Management, LLC 119,163$4,285,0001.52%
PAX Financial Group, LLC 131,403$4,725,0001.10%
Keel Point, LLC 169,897$6,109,0000.92%
Frontier Asset Management, LLC 34,917$1,255,0000.88%
Harvest Investment Services, LLC 20,629$741,0000.44%
View complete list of NORTHERN LTS FD TR IV shareholders