Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / Exchange Traded Funds
-
Shares outstanding
-
968,686
-
Total 13F shares
-
560,089
-
Share change
-
-49,444
-
Total reported value
-
$17,641,212
-
Price per share
-
$31.63
-
Number of holders
-
13
-
Value change
-
-$1,529,822
-
Number of buys
-
3
-
Number of sells
-
9
Institutional Holders of Northern Lights Fund Trust IV - Exchange Traded Funds (LCG) as of Q2 2025
As of 30 Jun 2025,
Northern Lights Fund Trust IV - Exchange Traded Funds (LCG) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
560,089 shares.
The largest 10 holders included
B.O.S.S. Retirement Advisors, LLC, Arax Advisory Partners, AE Wealth Management LLC, ENVESTNET ASSET MANAGEMENT INC, D.A. DAVIDSON & CO., TRUIST FINANCIAL CORP, TOUNJIAN ADVISORY PARTNERS, LLC, Sterling Capital Management LLC, Nicholas Wealth, LLC., and DAVENPORT & Co LLC.
This page lists
13
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| 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.