Q4 2021 13F Holders as of 12/31/2021
-
Type / Class
-
Equity / Exchange Traded Funds
-
Shares outstanding
-
969K
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
1.98M
-
Shares change
-
+1.29M
-
Total reported value, excl. options
-
$60.7M
-
Value change
-
+$39.5M
-
Number of buys
-
5
-
Number of sells
-
-2
-
Price
-
$30.60
Significant Holders of Northern Lights Fund Trust IV - Exchange Traded Funds (LCG) as of Q4 2021
12 filings reported holding LCG - Northern Lights Fund Trust IV - Exchange Traded Funds as of Q4 2021.
Northern Lights Fund Trust IV - Exchange Traded Funds (LCG) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.98M shares
.
Largest 10 shareholders include AE Wealth Management LLC (1.27M shares), TRUIST FINANCIAL CORP (308K shares), ENVESTNET ASSET MANAGEMENT INC (192K shares), SRS Capital Advisors, Inc. (167K shares), RAYMOND JAMES & ASSOCIATES (16.3K shares), DAVENPORT & Co LLC (14K shares), CITADEL ADVISORS LLC (8.41K shares), ADVISOR GROUP HOLDINGS, INC. (1.64K shares), Column Capital Advisors, LLC (1K shares), and Carroll Financial Associates, Inc. (980 shares).
This table shows the top 11 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.