Northern Lights Fund Trust IV - IBD

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$391.4M
QoQ value delta ($000)
+$38.2M (+10.82%)
Implied price effect (QoQ)
-1.4%
Shares
Total shares
16,407,491
QoQ shares delta
+1,809,151 (+12.39%)
Total shares held by funds (by quarter)

Market chart (IBD)

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Top holders (Q1 2026)

Top 25 only Full list
Partial Q1 2026 data: 104 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Inspire Advisors, LLC 103,248 4,327,789 8.41%
Faithward Advisors, LLC 39,643 1,661,706 5.66%
CREATIVE FINANCIAL DESIGNS INC /ADV 25,204 1,056,481 1.53%
Inspire Investing, LLC 23,587 988,722 1.94%
Bare Financial Services, Inc 18,367 769,879 4.85%
OneAscent Financial Services LLC 15,839 663,927 0.86%
LPL Financial LLC 14,683 615,486 0.0%
CreativeOne Wealth, LLC 13,738 575,866 0.32%
PAX Financial Group, LLC 8,206 343,996 1.4%
Plan A Wealth LLC 7,094 297,360 3.4%
OneAscent Wealth Management LLC 6,977 292,461 2.31%
CITADEL ADVISORS LLC 5,457 228,764 0.0%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,374 225,919 0.03%
ASSETMARK, INC 5,059 212,075 0.01%
WorthPointe, LLC 4,937 206,967 1.34%
GOLDMAN SACHS GROUP INC 4,771 200,001 0.0%
LVZ, Inc. 4,659 195,296 0.53%
Valmark Advisers, Inc. 4,449 186,518 0.05%
Cetera Investment Advisers 4,261 178,643 0.0%
Legacy Wealth Asset Management, LLC 4,068 170,546 0.99%
ENVESTNET ASSET MANAGEMENT INC 3,723 156,095 0.0%
OneAscent Investment Solutions LLC 3,677 154,153 3.68%
Allworth Financial LP 3,515 147,360 0.01%
Range Financial Group LLC 3,177 133,193 1.07%
TrueWealth Advisors, LLC 2,630 110,273 0.66%