Grundlæggende statistik
| Institutionelle ejere | 91 total, 91 long only, 0 short only, 0 long/short - change of 1,10% MRQ |
| Gennemsnitlig porteføljeallokering | 0.5299 % - change of -14,23% MRQ |
| Institutionelle aktier (lange) | 11.878.824 (ex 13D/G) - change of -0,20MM shares -1,68% MRQ |
| Institutionel værdi (lang) | $ 262.727 USD ($1000) |
Institutionelt ejerskab og aktionærer
Northern Lights Fund Trust IV - Inspire Corporate Bond ETF (US:IBD) har 91 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 11,878,824 aktier. Største aktionærer omfatter Inspire Advisors, LLC, Ambassador Advisors, LLC, Creative Financial Designs Inc /adv, Bare Financial Services, Inc, Change Path, LLC, CWM Advisors, LLC, Christian Investment Advisors, Inc., PAX Financial Group, LLC, LPL Financial LLC, and OneAscent Wealth Management LLC .
Northern Lights Fund Trust IV - Inspire Corporate Bond ETF (ARCA:IBD) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 12, 2025 is 24,27 / share. Previously, on September 13, 2024, the share price was 24,24 / share. This represents an increase of 0,12% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 117 | -54,12 | 3 | -66,67 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 31.805 | -9,84 | 1 | |||||
| 2025-04-29 | 13F | DT Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 11.577 | 278 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 8.182 | 13,17 | 196 | 13,95 | ||||
| 2025-07-18 | 13F | Vicus Capital | 78.007 | 4,05 | 1.873 | 5,17 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 15.940 | 0,00 | 383 | 1,06 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 42.398 | 1.018 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 134 | 3 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 29.866 | -3,57 | 717 | -2,45 | ||||
| 2025-04-23 | 13F | AIFG Consultants Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 518 | 12 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 110.649 | -3,15 | 2.657 | -2,10 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 130.435 | -3,21 | 3.132 | -2,16 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 37 | 1 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 69.265 | -0,68 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 17.428 | -88,34 | 418 | -88,22 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 619.922 | 0,60 | 14.884 | 1,71 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 9.169 | -10,96 | 220 | -9,84 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 11.976 | 6,78 | 289 | 7,87 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 46.348 | 82,17 | 1.113 | 84,11 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 65.847 | 7,23 | 1.564 | 8,62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 346.177 | 12,29 | 8.312 | 13,52 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Betterment LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 215 | -16,34 | 5 | -16,67 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 97.088 | 86,12 | 2.331 | 88,59 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 316.159 | -1,07 | 8 | 0,00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 12.420 | 6,01 | 298 | 7,19 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 9.174 | 7,93 | 220 | 9,45 | ||||
| 2025-08-14 | 13F | UBS Group AG | 141 | 3 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 17.290 | -61,27 | 0 | -100,00 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 42.538 | -0,26 | 1.021 | 0,89 | ||||
| 2025-08-06 | 13F | Christian Investment Advisors, Inc. | 582.857 | -33,55 | 13.994 | -33,00 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 27.540 | 664 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 24.715 | 4,16 | 593 | 5,33 | ||||
| 2025-08-12 | 13F | OneAscent Investment Solutions LLC | 139.357 | -3,03 | 3 | 0,00 | ||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 10.755 | -49,54 | 258 | -49,01 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 25.111 | 17,15 | 603 | 18,27 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 12.128 | 1,00 | 291 | 2,11 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 14.366 | -20,19 | 345 | -19,44 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 53.298 | 5,95 | 1.280 | 7,12 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 11.272 | -66,65 | 271 | -66,33 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 89.858 | -2,84 | 2.157 | -1,78 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2.990 | 173,06 | 72 | 184,00 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 14.817 | 0,85 | 356 | 2,01 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 16.014 | -2,83 | 384 | -1,79 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 367.148 | -12,44 | 8.815 | -11,49 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1.000 | 0,00 | 24 | 4,35 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 373 | 0,00 | 9 | 0,00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 121.541 | 58,29 | 2.918 | 60,07 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 79.116 | 1.900 | ||||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 58 | 0,00 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4.725 | 0,47 | 113 | 1,80 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 732 | 0,00 | 18 | 0,00 | ||||
| 2025-09-02 | 13F | Pvg Asset Management Corp | 8.951 | 3,95 | 215 | 4,90 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 305.387 | -30,90 | 7 | -30,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 12.544 | 301 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 682 | 16 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 14 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 22.533 | 1,25 | 541 | 2,46 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14.202 | 21,75 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 32 | 60,00 | 1 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 15.860 | 8,60 | 381 | 9,83 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 24.368 | -23,67 | 585 | -22,82 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 12.544 | -17,52 | 302 | -16,62 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 22.814 | 0,00 | 548 | 1,11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 97.583 | 8,94 | 2.343 | 10,16 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 899.262 | 33,57 | 21.591 | 35,03 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1.466 | 0,96 | 35 | 2,94 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | CWM Advisors, LLC | 598.053 | 2,28 | 14.359 | 3,40 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8.803 | -10,01 | 211 | -9,05 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 147.185 | 3,13 | 3.534 | 4,25 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 2.938.025 | -0,32 | 70.542 | 0,77 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 179.970 | -3,97 | 4.321 | -2,90 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 124.936 | 17,02 | 3.000 | 18,30 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 637.196 | 3,90 | 15.299 | 5,04 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 133.169 | -9,24 | 3.197 | -8,24 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1.638 | 0,00 | 39 | 2,63 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 81.784 | 2,15 | 1.964 | 3,26 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 52.093 | -4,73 | 1.251 | -3,70 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 25.717 | 43,84 | 617 | 45,52 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 15.533 | 372 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 5.651 | 53,43 | 136 | 55,17 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 22.814 | 24,77 | 548 | 26,04 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 16.648 | 0,82 | 400 | 1,79 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 1.463.000 | 2,36 | 35.127 | 3,48 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 8.720 | 209 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 28.126 | -2,79 | 1 | |||||
| 2025-07-17 | 13F | E Six Thirteen, Llc | 34.789 | -6,22 | 835 | -5,22 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 28.693 | -0,60 | 689 | 0,44 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 17.306 | 1,81 | 416 | 2,98 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 58.118 | -4,65 | 1.395 | -3,39 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 58.790 | 29.003,96 | 1.412 | 35.175,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 13.232 | 0,00 | 0 |
