Q1 2021 13F Holders as of 3/31/2021
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Type / Class
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Equity / Exchange Traded Funds
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Shares outstanding
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969K
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Number of holders
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6
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Total 13F shares, excl. options
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715K
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Shares change
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-57.1K
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Total reported value, excl. options
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$18.6M
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Value change
-
-$1.62M
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Number of buys
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4
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Number of sells
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-1
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Price
-
$25.98
Significant Holders of Northern Lights Fund Trust IV - Exchange Traded Funds (LCG) as of Q1 2021
7 filings reported holding LCG - Northern Lights Fund Trust IV - Exchange Traded Funds as of Q1 2021.
Northern Lights Fund Trust IV - Exchange Traded Funds (LCG) has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 715K shares
of 969K outstanding shares and own 73.8% of the company stock.
Largest 7 shareholders include AE Wealth Management LLC (465K shares), TRUIST FINANCIAL CORP (181K shares), ENVESTNET ASSET MANAGEMENT INC (64.9K shares), UBS Group AG (2.91K shares), Carroll Financial Associates, Inc. (980 shares), ADVISOR GROUP HOLDINGS, INC. (600 shares), and Sawtooth Solutions, LLC (0 shares).
This table shows the top 6 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.