Statistik Asas
| Pemilik Institusi | 91 total, 91 long only, 0 short only, 0 long/short - change of 1.10% MRQ |
| Purata Peruntukan Portfolio | 0.5299 % - change of -14.03% MRQ |
| Saham Institusi (Panjang) | 11,878,824 (ex 13D/G) - change of -0.20MM shares -1.68% MRQ |
| Nilai Institusi (Panjang) | $ 262,727 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Northern Lights Fund Trust IV - Inspire Corporate Bond ETF (US:IBD) telah 91 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 11,878,824 saham. Pemegang saham terbesar termasuk 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) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 24.23 / share. Previously, on September 6, 2024, the share price was 23.99 / share. This represents an increase of 1.00% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
