Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / INSPIRE FIDELIS
-
Total 13F shares
-
1,512,328
-
Share change
-
+120,541
-
Total reported value
-
$52,803,467
-
Price per share
-
$34.92
-
Number of holders
-
25
-
Value change
-
+$4,310,420
-
Number of buys
-
17
-
Number of sells
-
12
Institutional Holders of NORTHERN LTS FD TR IV - INSPIRE FIDELIS (FDLS) as of Q3 2025
As of 30 Sep 2025,
NORTHERN LTS FD TR IV - INSPIRE FIDELIS (FDLS) was held by
25 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,512,328 shares.
The largest 10 holders included
Inspire Advisors, LLC, CREATIVE FINANCIAL DESIGNS INC /ADV, Inspire Investing, LLC, PAX Financial Group, LLC, OneAscent Financial Services LLC, Belpointe Asset Management LLC, Frontier Asset Management, LLC, ENVESTNET ASSET MANAGEMENT INC, AE Wealth Management LLC, and LPL Financial LLC.
This page lists
25
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.