ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

Northern Lights Fund Trust IV - Inspire Small/Mid Cap ETF
US ˙ ARCA ˙ US66538H6412

Grundlæggende statistik
Institutionelle ejere 79 total, 79 long only, 0 short only, 0 long/short - change of -1,25% MRQ
Gennemsnitlig porteføljeallokering 0.2567 % - change of 46,99% MRQ
Institutionelle aktier (lange) 3.908.684 (ex 13D/G) - change of 0,34MM shares 9,58% MRQ
Institutionel værdi (lang) $ 123.809 USD ($1000)
Institutionelt ejerskab og aktionærer

Northern Lights Fund Trust IV - Inspire Small/Mid Cap ETF (US:ISMD) har 79 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 3,908,684 aktier. Største aktionærer omfatter Inspire Advisors, LLC, OneAscent Financial Services LLC, Christian Investment Advisors, Inc., CWM Advisors, LLC, PAX Financial Group, LLC, LPL Financial LLC, Change Path, LLC, Creative Financial Designs Inc /adv, LVZ Advisors, Inc., and AlphaStar Capital Management, LLC .

Northern Lights Fund Trust IV - Inspire Small/Mid Cap ETF (ARCA:ISMD) 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 38,92 / share. Previously, on September 16, 2024, the share price was 37,34 / share. This represents an increase of 4,23% over that period.

ISMD / Northern Lights Fund Trust IV - Inspire Small/Mid Cap ETF Institutional Ownership
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.

ISMD / Northern Lights Fund Trust IV - Inspire Small/Mid Cap ETF Historical Put/Call Ratio
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 .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2025-08-11 13F Principal Securities, Inc. 1.029 -39,00 37 -42,86
2025-05-02 13F Transcendent Capital Group LLC 0 -100,00 0
2025-08-14 13F Citadel Advisors Llc 0 -100,00 0
2025-07-22 13F Simplicity Wealth,LLC 0 -100,00 0
2025-08-15 13F Morgan Stanley 5.340 919,08 190 1.011,76
2025-05-20 13F Belpointe Asset Management LLC 0 -100,00 0
2025-08-11 13F United Capital Financial Advisers, Llc 18.815 42,31 668 48,12
2025-08-11 13F PAX Financial Group, LLC 193.416 -13,67 6.872 -10,10
2025-08-14 13F Royal Bank Of Canada 3.756 -34,88 134 -31,98
2025-08-14 13F Susquehanna International Group, Llp 22.965 816
2025-08-13 13F Jones Financial Companies Lllp 6.430 44,98 229 50,99
2025-08-11 13F Mosaic Family Wealth Partners, Llc 6.902 7,36 245 11,87
2025-05-12 13F Independent Advisor Alliance 0 -100,00 0
2025-08-05 13F Optivise Advisory Services LLC 7.331 2,42 260 6,56
2025-07-28 13F Harbour Investments, Inc. 4.052 0,37 144 4,38
2025-08-12 13F OneAscent Financial Services LLC 315.582 17,51 11 22,22
2025-07-14 13F S.A. Mason LLC 695 7,75 25 9,09
2025-07-21 13F Ameritas Advisory Services, LLC 1.569 56
2025-08-08 13F Cetera Investment Advisers 21.244 11,65 755 16,18
2025-07-17 13F Sterling Investment Advisors, Ltd. 14.300 43,00 508 48,97
2025-08-13 13F Transce3nd, LLC 112 0,90 4 0,00
2025-08-14 13F Raymond James Financial Inc 6.492 -0,08 231 4,07
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 23.754 -1,64 1
2025-08-01 13F Envestnet Asset Management Inc 13.170 -9,48 468 -5,85
2025-08-14 13F Goldman Sachs Group Inc 27.614 0,00 981 4,14
2025-08-13 13F EverSource Wealth Advisors, LLC 30.422 -1,78 1.081 2,27
2025-08-12 13F Proequities, Inc. 0 0
2025-07-15 13F Revisor Wealth Management LLC 15.992 4,75 596 13,98
2025-08-14 13F Ambassador Advisors, LLC 14.320 -1,72 509 2,21
2025-08-14 13F Wells Fargo & Company/mn 1 -99,79 0 -100,00
2025-08-06 13F Sound Financial Strategies Group, LLC 44.884 -4,82 1.595 -0,87
2025-07-30 13F Strategic Blueprint, LLC 5.766 -39,20 205 -36,84
2025-07-24 13F Trust Co Of Toledo Na /oh/ 295 10
2025-08-12 13F Change Path, LLC 160.647 5,16 5.708 9,50
2025-08-08 13F Gts Securities Llc 38.853 21,67 1.380 26,72
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 7.768 -21,04 276 -17,91
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 7.296 -5,27 259 -1,15
2025-08-18 13F Geneos Wealth Management Inc. 1.535 0,00 55 3,85
2025-08-15 13F Kestra Advisory Services, LLC 6.506 -48,18 231 -46,03
2025-08-13 13F Bare Financial Services, Inc 29.599 -1,37 1.052 2,74
2025-08-15 13F Keel Point, LLC 14.331 0,00 509 4,30
2025-08-12 13F LPL Financial LLC 190.458 9,09 6.767 13,58
2025-08-12 13F SRS Capital Advisors, Inc. 5.665 0,16 201 4,15
2025-08-06 13F AE Wealth Management LLC 6.530 7,38 232 12,08
2025-07-28 13F Fairman Group, LLC 6.663 0,41 238 -4,82
2025-08-12 13F Ameritas Investment Partners, Inc. 75 0,00 3 0,00
2025-07-29 13F Values First Advisors, Inc. 388 12,14 14 18,18
2025-08-13 13F Continuum Advisory, LLC 0 -100,00 0
2025-07-24 13F CWM Advisors, LLC 229.889 3,07 8.168 7,32
2025-08-14 13F Fmr Llc 156 81,40 6 150,00
2025-08-11 13F Inspire Advisors, LLC 1.382.520 6,71 49.121 11,12
2025-08-13 13F Northwestern Mutual Wealth Management Co 186 7
2025-04-15 13F Noble Wealth Management PBC 300 0,00 10 -9,09
2025-08-01 13F Koss-Olinger Consulting, LLC 22.123 -10,38 786 -6,65
2025-07-15 13F LVZ Advisors, Inc. 62.818 -2,40 2.232 1,59
2025-08-13 13F GeoWealth Management, LLC 1 0
2025-08-13 13F IAG Wealth Partners, LLC 63 0,00 2 0,00
2025-07-22 13F Wealthcare Advisory Partners LLC 5.635 -4,83 200 -0,99
2025-07-23 13F RMG Wealth Management LLC 13.331 484
2025-08-14 13F Mercer Global Advisors Inc /adv 0 -100,00 0
2025-08-04 13F AlphaStar Capital Management, LLC 61.442 1,38 2.183 5,61
2025-08-12 13F Frontier Asset Management, LLC 19.576 -14,75 696 -11,24
2025-08-12 13F MAI Capital Management 822 0,00 29 3,57
2025-08-04 13F Creative Financial Designs Inc /adv 152.350 467,22 5.413 490,83
2025-08-06 13F Christian Investment Advisors, Inc. 307.179 10.914
2025-04-22 13F Synergy Financial Management, LLC 0 -100,00 0
2025-08-07 13F Winch Advisory Services, LLC 235 0,43 8 14,29
2025-08-14 13F UBS Group AG 38.750 -19,54 1.377 -16,25
2025-07-10 13F Trust Point Inc. 15.972 -59,44 567 -57,78
2025-08-04 13F Creekmur Asset Management LLC 82 0,00 3 0,00
2025-08-12 13F Financial Advocates Investment Management 31.723 4,67 1.127 8,99
2025-08-11 13F Cornerstone Planning Group LLC 4.154 0,34 150 13,64
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 1.112 -26,94 38 -35,09
2025-08-12 13F Howe & Rusling Inc 2.573 -23,83 91 -20,87
2025-08-06 13F Commonwealth Equity Services, Llc 19.256 0,66 1
2025-08-14 13F Two Sigma Investments, Lp 0 -100,00 0
2025-08-14 13F CoreCap Advisors, LLC 2.088 0,00 74 4,23
2025-07-14 13F Sowell Financial Services LLC 60.430 32,12 2.147 37,63
2025-07-11 13F Financial Advisory Corp 20.358 4,58 723 8,89
2025-08-14 13F LaSalle St. Investment Advisors, LLC 5.905 0
2025-07-08 13F Nbc Securities, Inc. 0 -100,00 0
2025-05-13 13F Steward Partners Investment Advisory, Llc 0 -100,00 0
2025-07-25 13F Cwm, Llc 60.013 0,10 2 0,00
2025-08-15 13F Captrust Financial Advisors 10.793 -19,00 383 -15,64
2025-07-29 13F Private Trust Co Na 575 0,00 20 5,26
2025-07-15 13F Well Done, LLC 0 -100,00 0
2025-08-08 13F Avantax Advisory Services, Inc. 10.585 12,75 376 17,50
2025-08-14 13F Coppell Advisory Solutions LLC 0 -100,00 0
2025-03-18 13F/A Bank Of America Corp /de/ 0 -100,00 0
2025-08-14 13F Harvest Investment Services, LLC 11.783 -6,97 419 -3,24
2025-07-24 13F Ronald Blue Trust, Inc. 1.148 -88,32 41 -88,06
2025-07-11 13F SILVER OAK SECURITIES, Inc 10.539 0,52 374 4,47
2025-07-30 13F Legacy Wealth Asset Management, LLC 0 -100,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 15.453 -6,00 550 -2,14
2025-07-24 13F IFP Advisors, Inc 44.204 2,28 1.571 6,51
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