Q4 2022 13F Holders as of 12/31/2022
-
Type / Class
-
Equity / Exchange Traded Funds
-
Shares outstanding
-
969K
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
2.4M
-
Shares change
-
-56.3K
-
Total reported value, excl. options
-
$47.7M
-
Value change
-
-$1.11M
-
Number of buys
-
3
-
Number of sells
-
-5
-
Price
-
$19.84
Significant Holders of Northern Lights Fund Trust IV - Exchange Traded Funds (LCG) as of Q4 2022
12 filings reported holding LCG - Northern Lights Fund Trust IV - Exchange Traded Funds as of Q4 2022.
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 2.4M shares
.
Largest 10 shareholders include AE Wealth Management LLC (1.65M shares), SRS Capital Advisors, Inc. (257K shares), B.O.S.S. Retirement Advisors, LLC (195K shares), TRUIST FINANCIAL CORP (144K shares), ENVESTNET ASSET MANAGEMENT INC (104K shares), CITADEL ADVISORS LLC (20.6K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (18.2K shares), UBS Group AG (8.19K shares), Rockefeller Capital Management L.P. (8K shares), and ADVISOR GROUP HOLDINGS, INC. (1.04K 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.