Q1 2025 13F Holders as of 3/31/2025
-
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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12
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Total 13F shares, excl. options
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610K
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Shares change
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-70.1K
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Total reported value, excl. options
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$16.9M
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Value change
-
-$1.97M
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Number of buys
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2
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Number of sells
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-9
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Price
-
$27.76
Significant Holders of Northern Lights Fund Trust IV - Exchange Traded Funds (LCG) as of Q1 2025
13 filings reported holding LCG - Northern Lights Fund Trust IV - Exchange Traded Funds as of Q1 2025.
Northern Lights Fund Trust IV - Exchange Traded Funds (LCG) has 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 610K shares
of 969K outstanding shares and own 62.92% of the company stock.
Largest 10 shareholders include B.O.S.S. Retirement Advisors, LLC (134K shares), Arax Advisory Partners (113K shares), AE Wealth Management LLC (91K shares), ENVESTNET ASSET MANAGEMENT INC (77K shares), TRUIST FINANCIAL CORP (76.5K shares), D.A. DAVIDSON & CO. (62.8K shares), TOUNJIAN ADVISORY PARTNERS, LLC (19.7K shares), Sterling Capital Management LLC (10.2K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (8.85K shares), and DAVENPORT & Co LLC (8.37K shares).
This table shows the top 12 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.