Q1 2024 13F Holders as of 3/31/2024
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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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9
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Total 13F shares, excl. options
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644K
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Shares change
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-1.67M
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Total reported value, excl. options
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$19.7M
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Value change
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-$50.7M
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Number of buys
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3
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Number of sells
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-6
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Price
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$30.59
Significant Holders of Northern Lights Fund Trust IV - Exchange Traded Funds (LCG) as of Q1 2024
10 filings reported holding LCG - Northern Lights Fund Trust IV - Exchange Traded Funds as of Q1 2024.
Northern Lights Fund Trust IV - Exchange Traded Funds (LCG) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 644K shares
of 969K outstanding shares and own 66.44% of the company stock.
Largest 10 shareholders include SRS Capital Advisors, Inc. (189K shares), AE Wealth Management LLC (131K shares), TRUIST FINANCIAL CORP (96.4K shares), ENVESTNET ASSET MANAGEMENT INC (80.4K shares), D.A. DAVIDSON & CO. (67K shares), DAVENPORT & Co LLC (36.9K shares), BluePath Capital Management, LLC (35.9K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (7.15K shares), UBS Group AG (2 shares), and B.O.S.S. Retirement Advisors, LLC (0 shares).
This table shows the top 9 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.