NORTHERN LTS FD TR IV's ticker is BIBL and the CUSIP is 66538H534. A total of 87 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,101,579 | -8.1% | 67,229 | -3.3% | 0.22% | -9.9% |
| Q2 2023 | $2,287,664 | +129.6% | 69,555 | +119.4% | 0.24% | +348.1% |
| Q1 2023 | $996,488 | +78.6% | 31,705 | +70.2% | 0.05% | +58.8% |
| Q4 2022 | $557,872 | +35.4% | 18,633 | +31.7% | 0.03% | +21.4% |
| Q2 2022 | $412,000 | +36.9% | 14,146 | +69.5% | 0.03% | +55.6% |
| Q1 2022 | $301,000 | +5.6% | 8,348 | +15.2% | 0.02% | 0.0% |
| Q4 2021 | $285,000 | -8.7% | 7,245 | -1.3% | 0.02% | -14.3% |
| Q3 2021 | $312,000 | -32.3% | 7,340 | -32.1% | 0.02% | -36.4% |
| Q2 2021 | $461,000 | +83.7% | 10,805 | +67.9% | 0.03% | +57.1% |
| Q1 2021 | $251,000 | – | 6,437 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 891,858 | $28,031,109 | 6.43% |
| PAX Financial Group, LLC | 214,959 | $6,756,177 | 1.62% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 341,390 | $10,729,884 | 1.40% |
| OneAscent Financial Services LLC | 90,115 | $2,840 | 1.15% |
| Strategic Equity Management | 83,567 | $2,626,511 | 0.94% |
| Inspire Investing, LLC | 210,459 | $6,614,728 | 0.84% |
| LVZ, Inc. | 165,593 | $5,204,602 | 0.76% |
| Frontier Asset Management, LLC | 50,210 | $1,578,091 | 0.75% |
| CreativeOne Wealth, LLC | 456,103 | $14,335 | 0.71% |
| Range Financial Group LLC | 30,149 | $947,583 | 0.62% |