Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
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Equity / Exchange Traded Funds
-
Shares outstanding
-
969K
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Number of holders
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13
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Total 13F shares, excl. options
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640K
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Shares change
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-112K
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Total reported value, excl. options
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$18.4M
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Value change
-
-$3.15M
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Number of buys
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4
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Number of sells
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-9
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Price
-
$28.81
Significant Holders of Northern Lights Fund Trust IV - Exchange Traded Funds (LCG) as of Q3 2024
14 filings reported holding LCG - Northern Lights Fund Trust IV - Exchange Traded Funds as of Q3 2024.
Northern Lights Fund Trust IV - Exchange Traded Funds (LCG) has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 640K shares
of 969K outstanding shares and own 66.05% of the company stock.
Largest 10 shareholders include SRS Capital Advisors, Inc. (132K shares), AE Wealth Management LLC (108K shares), TRUIST FINANCIAL CORP (82.8K shares), ENVESTNET ASSET MANAGEMENT INC (80.8K shares), D.A. DAVIDSON & CO. (65K shares), B.O.S.S. Retirement Advisors, LLC (61.3K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (47.2K shares), United Advisor Group, LLC (20.9K shares), BluePath Capital Management, LLC (15.6K shares), and Sterling Capital Management LLC (10.2K shares).
This table shows the top 13 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.