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 | $28,342,147 | -5.5% | 906,659 | -0.6% | 5.00% | -13.5% |
| Q2 2023 | $30,001,652 | +7.0% | 912,182 | +2.3% | 5.78% | -10.0% |
| Q1 2023 | $28,031,109 | +14.5% | 891,858 | +9.0% | 6.43% | +4.0% |
| Q4 2022 | $24,488,478 | +15.4% | 817,918 | +6.9% | 6.18% | +6.1% |
| Q3 2022 | $21,215,000 | -1.7% | 764,769 | +3.2% | 5.82% | -3.6% |
| Q2 2022 | $21,592,000 | -12.6% | 741,321 | +8.3% | 6.04% | -12.9% |
| Q1 2022 | $24,701,000 | -5.2% | 684,429 | +3.5% | 6.93% | -6.0% |
| Q4 2021 | $26,050,000 | +21.3% | 661,314 | +30.8% | 7.38% | +9.0% |
| Q3 2021 | $21,482,000 | +3.6% | 505,511 | +4.0% | 6.77% | +0.2% |
| Q2 2021 | $20,744,000 | +21.9% | 486,145 | +11.5% | 6.75% | +9.8% |
| Q1 2021 | $17,019,000 | +23.0% | 436,009 | +15.4% | 6.15% | +19.1% |
| Q4 2020 | $13,832,000 | – | 377,936 | – | 5.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 377,936 | $13,832,000 | 5.16% |
| Faithward Advisors, LLC | 237,935 | $8,708,000 | 3.80% |
| Paradiem, LLC | 209,405 | $7,581,000 | 3.21% |
| OneAscent Financial Services LLC | 61,384 | $2,247,000 | 2.40% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 245,924 | $9,001,000 | 1.92% |
| Inspire Investing, LLC | 211,762 | $7,750,000 | 1.71% |
| Values First Advisors, Inc. | 38,911 | $1,424,000 | 1.14% |
| OneAscent Wealth Management LLC | 61,384 | $2,247,000 | 1.02% |
| CreativeOne Wealth, LLC | 311,579 | $11,404,000 | 0.94% |
| LVZ, Inc. | 89,127 | $3,262,000 | 0.55% |