Northern Lights Fund Trust IV - ISMD

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$148.2M

QoQ value delta ($000)

-$5.142M (-3.35%)

Implied price effect (QoQ)

-0.49%

Total shares

3,835,088

QoQ shares delta

-113,424 (-2.87%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 2 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Inspire Advisors, LLC	55,658	1,442,681	5.12%
Christian Investment Advisors, Inc.	14,345	371,840	11.63%
Inspire Investing, LLC	8,534	221,215	0.77%
LPL Financial LLC	7,968	206,555	0.0%
PAX Financial Group, LLC	7,626	197,681	1.32%
CREATIVE FINANCIAL DESIGNS INC /ADV	7,002	181,514	0.44%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5,013	124,467	0.01%
OneAscent Financial Services LLC	3,650	94,614	0.34%
AlphaStar Capital Management, LLC	2,570	66,630	0.19%
GOLDMAN SACHS GROUP INC	2,280	59,108	0.0%
WorthPointe, LLC	2,120	54,968	0.56%
Sound Financial Strategies Group, LLC	1,771	45,924	1.25%
UBS Group AG	1,629	42,235	0.0%
EverSource Wealth Advisors, LLC	1,284	33,292	0.05%
Cetera Investment Advisers	1,247	32,332	0.0%
LVZ, Inc.	1,159	30,066	0.13%
Bare Financial Services, Inc	1,100	28,537	0.31%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	1,066	27,647	0.01%
GTS SECURITIES LLC	979	25,394	0.03%
Cornerstone Financial Management LLC	952	24,687	0.89%
Sanctuary Advisors, LLC	887	23,012	0.0%
Frontier Asset Management, LLC	877	22,756	0.2%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	863	22,383	0.05%
Financial Advisory Corp	811	21,023	0.12%
Cambridge Investment Research Advisors, Inc.	792	20,534	0.0%