Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Northern Lights Fund Trust IV - Inspire 500 ETF eröffnet haben, gehören Wright Fund Managment, LLC, Independent Advisor Alliance, Tulsa Wealth Advisors, INC, Vicus Capital, Farther Finance Advisors, LLC, Van Diest Capital, LLC, Win Advisors, Inc, Delta Investment Management, LLC, Bedel Financial Consulting, Inc., Root Financial Partners, LLC, Western Wealth Management, LLC, Wall Street Financial Group, Inc., Peoples Financial Services Corp., und Mather Group, Llc. .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 3.378 | 2,67 | 846 | 3,68 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 7.746 | 17,04 | 1.941 | 18,15 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 1.600 | 6,67 | 401 | 7,53 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 10.902 | 2.732 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 370 | 93 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 41.039 | 10,36 | 10.283 | 11,41 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 2.294 | 575 | ||||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 22.288 | 56,87 | 5.584 | 58,37 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 1.289 | 4,88 | 323 | 5,57 | ||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 151.974 | 7,11 | 38.078 | 8,13 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 3.642 | 917 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 285.074 | 178,05 | 71.427 | 180,70 | ||||
| 2026-05-08 | 13F | Christian Investment Advisors, Inc. | 92.946 | 0,56 | 23.712 | 3,37 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 22.288 | 5.584 | ||||||
| 2026-05-08 | 13F | Forge Financial Services LLC | 829 | 0,48 | 208 | 1,47 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 28.291 | 6,21 | 7.088 | 7,23 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 2.950 | 11,32 | 739 | 12,48 | ||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 10.547 | 8,71 | 2.643 | 9,17 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 1.468 | 368 | ||||||
| 2026-04-20 | 13F | Peoples Financial Services Corp. | 69 | 17 | ||||||
| 2026-05-13 | 13F | Tandem Investment Partners LLC | 1.420 | 15,92 | 356 | 16,78 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 13.988 | 4,99 | 3.505 | 5,99 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 4.426 | 4.075,47 | 1.109 | 4.161,54 | ||||
| 2026-05-15 | 13F | Fmr Llc | 40 | 300,00 | 10 | 400,00 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 53 | 13 | ||||||
| 2026-05-05 | 13F | Schwallier Wealth Management LLC | 3.878 | 27,99 | 972 | 25,78 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 823 | 206 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 378 | 95 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 132.129 | 16,88 | 33.106 | 17,99 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 16.342 | 19,12 | 4.095 | 20,27 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 146.614 | 831,41 | 36.735 | 840,45 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 6.381 | 67,48 | 1.599 | 69,10 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 266.885 | 11,18 | 66.869 | 12,24 | ||||
| 2026-05-08 | 13F | Sound Financial Strategies Group, LLC | 14.242 | 20,93 | 3.568 | 22,11 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 12.652 | 13,66 | 3.185 | 15,28 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 1.093 | 274 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 23.119 | 66,55 | 5.692 | 65,22 | ||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 791 | 0,13 | 218 | 7,92 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 62.611 | 4,47 | 15.688 | 4,56 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 3.308 | 11,79 | 829 | 12,81 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 13.392 | 13,75 | 3.355 | 14,86 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 2.626 | 235,38 | 660 | 226,73 | ||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 1.402 | 53,39 | 351 | 55,31 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 29.949 | 5,79 | 7.504 | 6,80 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 23.454 | 233,30 | 5.877 | 236,54 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 2.151 | 17,54 | 539 | 18,50 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 1.008 | 19,71 | 250 | 20,19 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 22.738 | 26,70 | 5.697 | 27,91 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 331 | 1.173,08 | 83 | 1.266,67 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 269 | 19,56 | 67 | 21,82 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 1.127 | 25,50 | 282 | 27,03 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 2.658 | 666 | ||||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 24.092 | 0,40 | 6.036 | 1,36 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 3.283 | 920 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 325 | 81 | ||||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 1.308 | 26,62 | 328 | 27,73 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 12.252 | 25,82 | 3 | 50,00 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 816 | 204 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 18.989 | 7,56 | 4.713 | 117.700,00 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 1.027 | 16,97 | 257 | 18,43 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 240 | 60 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 2.314 | 13,49 | 580 | 14,43 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 5.332 | 19,55 | 1.336 | 20,71 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 3.728 | 3,67 | 934 | 4,59 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 997 | 243 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 5.455 | 1.367 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 3.565 | 0,79 | 893 | 1,82 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 4.673 | 13,70 | 1.171 | 14,71 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 22.413 | 58,13 | 5.616 | 59,65 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 7.261 | 60,82 | 1.949 | 73,93 | ||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 17.189 | 1,43 | 4.307 | 2,40 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 20.416 | 17,58 | 5.115 | 18,71 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 10.114 | 2,58 | 2.534 | 3,56 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 14.754 | 1.370,99 | 3.697 | 1.390,32 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 1.405 | 30,82 | 352 | 32,33 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 39.704 | 10,79 | 9.950 | 11,87 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 12.425 | 3.113 |
