Q4 2024 13F Holders as of 12/31/2024
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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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11
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Total 13F shares, excl. options
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660K
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Shares change
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+27.2K
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Total reported value, excl. options
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$19.6M
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Value change
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+$850K
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Number of buys
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5
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Number of sells
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-6
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Price
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$29.70
Significant Holders of Northern Lights Fund Trust IV - Exchange Traded Funds (LCG) as of Q4 2024
12 filings reported holding LCG - Northern Lights Fund Trust IV - Exchange Traded Funds as of Q4 2024.
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 660K shares
of 969K outstanding shares and own 68.12% of the company stock.
Largest 10 shareholders include B.O.S.S. Retirement Advisors, LLC (146K shares), SRS Capital Advisors, Inc. (130K shares), AE Wealth Management LLC (101K shares), ENVESTNET ASSET MANAGEMENT INC (92.3K shares), TRUIST FINANCIAL CORP (83.8K shares), D.A. DAVIDSON & CO. (65.9K shares), United Advisor Group, LLC (11.4K shares), Sterling Capital Management LLC (10.2K shares), BluePath Capital Management, LLC (9.84K shares), and DAVENPORT & Co LLC (8.96K 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.