Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / Exchange Traded Funds
-
Shares outstanding
-
969K
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
2.31M
-
Shares change
-
-95.4K
-
Total reported value, excl. options
-
$52.6M
-
Value change
-
-$2.09M
-
Number of buys
-
3
-
Number of sells
-
-9
-
Price
-
$22.79
Significant Holders of Northern Lights Fund Trust IV - Exchange Traded Funds (LCG) as of Q1 2023
13 filings reported holding LCG - Northern Lights Fund Trust IV - Exchange Traded Funds as of Q1 2023.
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 2.31M shares
.
Largest 10 shareholders include AE Wealth Management LLC (1.64M shares), SRS Capital Advisors, Inc. (250K shares), B.O.S.S. Retirement Advisors, LLC (191K shares), TRUIST FINANCIAL CORP (93K shares), D.A. DAVIDSON & CO. (56.6K shares), ENVESTNET ASSET MANAGEMENT INC (47.2K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (15.5K shares), DAVENPORT & Co LLC (13.5K shares), JPMORGAN CHASE & CO (1.67K shares), and UBS Group AG (1.25K 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.