Smartleaf Asset Management LLC - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 68 filers reported holding NORTHERN LTS FD TR IV in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Smartleaf Asset Management LLC ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q2 2024$4,733
-1.6%
2030.0%0.00%0.0%
Q1 2024$4,8090.0%2030.0%0.00%0.0%
Q4 2023$4,8092030.00%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q2 2024
NameSharesValueWeighting ↓
OneAscent Financial Services LLC 785,780$20,674,00013.83%
Inspire Investing, LLC 536,688$14,120,0004.88%
Faithward Advisors, LLC 623,589$16,407,0004.26%
CREATIVE FINANCIAL DESIGNS INC /ADV 359,453$9,457,0002.86%
Values First Advisors, Inc. 39,515$1,039,0001.03%
Atria Investments, Inc 771,926$20,309,0000.70%
Harvest Investment Services, LLC 43,455$1,143,0000.68%
CreativeOne Wealth, LLC 150,662$3,964,0000.62%
AlphaStar Capital Management, LLC 49,773$1,316,0000.28%
LVZ, Inc. 46,264$1,217,0000.27%
View complete list of NORTHERN LTS FD TR IV shareholders