Grundlæggende statistik
| Institutionelle ejere | 99 total, 99 long only, 0 short only, 0 long/short - change of 4,17% MRQ |
| Gennemsnitlig porteføljeallokering | 0.5340 % - change of -3,05% MRQ |
| Institutionelle aktier (lange) | 14.484.576 (ex 13D/G) - change of 1,35MM shares 10,31% MRQ |
| Institutionel værdi (lang) | $ 347.473 USD ($1000) |
Institutionelt ejerskab og aktionærer
Northern Lights Fund Trust IV - Inspire Corporate Bond ETF (US:IBD) har 99 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 14,484,576 aktier. Største aktionærer omfatter Inspire Advisors, LLC, Ambassador Advisors, LLC, Creative Financial Designs Inc /adv, CWM Advisors, LLC, Bare Financial Services, Inc, OneAscent Financial Services LLC, Christian Investment Advisors, Inc., Wealth Enhancement Advisory Services, Llc, LPL Financial LLC, and PAX Financial Group, 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 March 31, 2026 is 23,86 / share. Previously, on April 1, 2025, the share price was 23,77 / share. This represents an increase of 0,37% 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.
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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
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-26 | 13F | PFG Investments, LLC | 8.978 | 1,42 | 217 | 1,88 | ||||
| 2026-01-12 | 13F | Legacy Wealth Asset Management, LLC | 159.631 | 5,27 | 3.863 | 5,52 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 4.075 | -27,89 | 98 | -27,41 | ||||
| 2026-02-11 | 13F | OneAscent Financial Services LLC | 638.917 | 10,66 | 15.462 | 10,89 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 188.773 | -4,63 | 4.568 | -4,42 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 124.128 | 5,87 | 3.004 | 6,08 | ||||
| 2026-02-11 | 13F | Howard Bailey Securities, Llc | 11.624 | -1,66 | 281 | -1,40 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-06 | 13F | E Six Thirteen, Llc | 34.789 | 0,00 | 842 | 0,12 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 155.911 | 6,87 | 3.773 | 7,10 | ||||
| 2026-02-17 | 13F | Fmr Llc | 94 | 308,70 | 2 | |||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 3.371.726 | 9,27 | 81.596 | 9,50 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 62.992 | -2,50 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 112.738 | 14,47 | 2.729 | 14,77 | ||||
| 2026-01-07 | 13F | TrueWealth Advisors, LLC | 92.226 | 9,43 | 2.232 | 9,63 | ||||
| 2025-10-21 | 13F | McElhenny Sheffield Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Pioneer Wealth Management Group | 14.924 | 3,71 | 361 | 4,03 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 47.888 | 200,43 | 1.159 | 201,56 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 88 | 2 | ||||||
| 2025-11-06 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 8.634 | 14,25 | 209 | 14,29 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 7.430 | 180 | ||||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 33.110 | 14,04 | 1 | |||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 518 | 0,00 | 13 | 0,00 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-08 | 13F | Sheets Smith Investment Management | 9.171 | 221 | ||||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 73.637 | 0,89 | 1.782 | 1,14 | ||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 59.382 | 1,95 | 1.434 | 1,99 | ||||
| 2026-02-02 | 13F | AlphaStar Capital Management, LLC | 65.930 | 23,13 | 1.595 | 23,36 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 23.897 | -0,25 | 578 | 0,00 | ||||
| 2026-02-11 | 13F | Schwallier Wealth Management LLC | 19.147 | 10,89 | 462 | 11,06 | ||||
| 2026-02-11 | 13F | OneAscent Wealth Management LLC | 291.119 | 0,20 | 7.045 | 0,41 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 58.030 | 1.404 | ||||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | CX Institutional | 365 | 0 | ||||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 15.860 | 0,00 | 384 | 0,00 | ||||
| 2025-11-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 732 | 18 | ||||||
| 2026-02-13 | 13F | Ambassador Advisors, LLC | 1.593.436 | 6,46 | 38.561 | 6,68 | ||||
| 2026-01-16 | 13F | HFG Wealth Management, LLC | 41.726 | -42,34 | 1.010 | -42,24 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 65.475 | 19,11 | 1.585 | 19,37 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 30.042 | 727 | ||||||
| 2026-02-05 | 13F | PAX Financial Group, LLC | 338.696 | 2,13 | 8.196 | 2,35 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 20.087 | -67,36 | 486 | -67,29 | ||||
| 2026-01-30 | 13F | Values First Advisors, Inc. | 2.317 | 1,53 | 56 | 1,82 | ||||
| 2026-02-05 | 13F | Panoramic Investment Advisors, Llc | 10.500 | 254 | ||||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 585.420 | 14.144 | ||||||
| 2026-01-26 | 13F | Cwm, Llc | 20.396 | -0,44 | 0 | |||||
| 2026-01-15 | 13F | Range Financial Group LLC | 137.359 | 3,84 | 3.324 | 4,07 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 209.196 | 7,24 | 5.063 | 7,47 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 34.238 | 829 | ||||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 19.126 | 53,22 | 463 | 53,49 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 9.408 | 5,14 | 228 | 5,09 | ||||
| 2026-01-30 | 13F | Pvg Asset Management Corp | 11.071 | 20,72 | 268 | 20,81 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 420.194 | 19,69 | 10.169 | 19,93 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 154.269 | 17,16 | 3.733 | 17,43 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 101.832 | 4,05 | 2.464 | 4,27 | ||||
| 2026-02-11 | 13F | OneAscent Investment Solutions LLC | 153.954 | 3,63 | 3.726 | 3,85 | ||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 13.327 | -17,27 | 323 | -17,22 | ||||
| 2026-01-05 | 13F | LifeGuide Financial Advisors, LLC | 23.585 | 4,26 | 571 | 4,78 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 49.251 | 159,43 | 1.192 | 160,04 | ||||
| 2026-01-22 | 13F | Vicus Capital | 83.349 | 4,37 | 2.017 | 4,62 | ||||
| 2026-02-11 | 13F | Straight Path Wealth Management | 19.629 | 201,98 | 475 | 48,44 | ||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 58.102 | 33,11 | 1.406 | 33,40 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 170 | 4 | ||||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 73.872 | -20,81 | 1.788 | -20,65 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 2.609 | 63 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 15.717 | 8,93 | 380 | 9,20 | ||||
| 2026-01-28 | 13F | Hobbs Group Advisors, LLC | 15.057 | 0,95 | 364 | 1,11 | ||||
| 2026-01-22 | 13F | Christian Investment Advisors, Inc. | 608.768 | 4,54 | 14.732 | 4,76 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 2.780 | -5,57 | 67 | -5,63 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 120 | -89,77 | 3 | -92,86 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 1.000 | 0,00 | 24 | 0,00 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 1.638 | 0,00 | 40 | 0,00 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 987.188 | 5,26 | 23.890 | 5,47 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 37 | 0,00 | 1 | |||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 197.998 | 34,34 | 4.792 | 34,62 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 924 | 7,57 | 22 | 10,00 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 9.605 | 5,89 | 232 | 5,94 | ||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Optivise Advisory Services LLC | 55.308 | 92,60 | 1.338 | 93,07 | ||||
| 2026-02-05 | 13F | Northwestern Mutual Wealth Management Co | 3 | -97,25 | 2 | -50,00 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 17.415 | 2,85 | 421 | 3,19 | ||||
| 2026-01-13 | 13F | Trust Point Inc. | 40.269 | 2,44 | 975 | 2,63 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 26.611 | 30,76 | 644 | 30,96 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 14.691 | 356 | ||||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 15.086 | 0,00 | 365 | 0,27 | ||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 30.298 | -21,94 | 733 | -21,86 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 8.433 | 0,00 | 204 | 0,49 | ||||
| 2026-01-20 | 13F | Hanson & Doremus Investment Management | 6.535 | 0,93 | 0 | |||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 22.857 | 1,46 | 553 | 1,65 | ||||
| 2026-02-06 | 13F | Plan A Wealth LLC | 282.343 | 18,55 | 6.833 | 18,80 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 14.568 | 5,06 | 353 | 5,37 | ||||
| 2026-02-17 | 13F | CWM Advisors, LLC | 732.647 | 10,77 | 17.730 | 11,01 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 14.278 | 0,56 | 346 | 0,88 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 24.584 | 9,10 | 595 | |||||
| 2026-02-10 | 13F/A | LVZ Advisors, Inc. | 182.015 | -0,59 | 4.405 | -0,38 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 373 | 0,00 | 9 | 0,00 | ||||
| 2026-03-11 | 13F | Larry Mathis Financial Planning, LLC | 25.762 | 623 | ||||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 714.733 | 6,05 | 17.297 | 6,27 | ||||
| 2026-01-07 | 13F | Cyndeo Wealth Partners, LLC | 11.398 | 0,02 | 276 | 0,00 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 1 | -96,88 | 0 | |||||
| 2026-02-13 | 13F | Change Path, LLC | 37.512 | -93,90 | 908 | -93,89 | ||||
| 2026-01-26 | 13F | WorthPointe, LLC | 312.296 | 7.558 | ||||||
| 2026-02-11 | 13F | OneAscent Family Office, LLC | 33.746 | 28,42 | 817 | 28,71 | ||||
| 2026-01-29 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Jones Financial Companies Lllp | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 40.882 | 51,47 | 989 | 51,92 |

