NORTHERN LTS FD TR IV's ticker is BLES and the CUSIP is 66538H658. A total of 57 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,366,000 | -7.5% | 42,703 | -2.6% | 0.09% | +4.9% |
| Q2 2023 | $1,477,000 | +91525.3% | 43,821 | -10.9% | 0.08% | -33.9% |
| Q1 2023 | $1,612 | -99.9% | 49,188 | -39.5% | 0.12% | -34.0% |
| Q4 2019 | $2,473,000 | +2.6% | 81,328 | -6.3% | 0.19% | -5.5% |
| Q3 2019 | $2,410,000 | +6.4% | 86,813 | +6.2% | 0.20% | -21.3% |
| Q1 2019 | $2,265,000 | – | 81,722 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 886,643 | $31,879,000 | 8.95% |
| OneAscent Financial Services LLC | 93,128 | $3,356,000 | 2.40% |
| Paradiem, LLC | 190,597 | $6,771,000 | 2.22% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 338,156 | $12,158,000 | 1.85% |
| Inspire Investing, LLC | 440,638 | $15,843,000 | 1.83% |
| Legacy Wealth Asset Management, LLC | 119,163 | $4,285,000 | 1.52% |
| PAX Financial Group, LLC | 131,403 | $4,725,000 | 1.10% |
| Keel Point, LLC | 169,897 | $6,109,000 | 0.92% |
| Frontier Asset Management, LLC | 34,917 | $1,255,000 | 0.88% |
| Harvest Investment Services, LLC | 20,629 | $741,000 | 0.44% |