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Disclosery

FDLS NORTHERN LTS FD TR IV

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INSPIRE FIDELIS (fund)

36 managers (38 13F filers) reported a position in FDLS shares at 2026-03-31, 2,289,005 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
36
13F filers
38
New
7
Added
22
Reduced
6
Sold out
4
Shares held by filers
2,289,005

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Inspire Investing, LLCgroup of 2 filers holding766,677$28.3M+43,849Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV271,476$10M0.61%+99,94213F-HRTimeline
Strategic Equity Management136,333$5.04M1.89%+27,92213F-HRTimeline
LPL Financial LLC128,535$4.75M<0.01%+76,07813F-HRTimeline
PAX Financial Group, LLC102,134$3.77M0.64%-32413F-HRTimeline
AE Wealth Management LLC92,906$3.43M0.02%+35,35313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding84,931$3.14M+37,692Timeline
Belpointe Asset Management LLC78,041$2.88M0.11%+8,03413F-HRTimeline
MONEYWISE, INC.73,092$2.7M1.18%+26,47013F-HRTimeline
Frontier Asset Management, LLC65,404$2.42M0.51%+1,62913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …65,207$2.41M0.13%-1,71513F-HRTimelineGroup
Cambridge Investment Research Advisors,…53,059$1.96M0.01%+29,89113F-HRTimeline
GTS SECURITIES LLC45,958$1.7M0.06%+9,81913F-HRTimeline
Valmark Advisers, Inc.35,830$1.32M0.02%+55813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC35,573$1.31M<0.01%+21,67413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC28,297$1.05M<0.01%+13,20813F-HRTimelineGroup
CARLSON FINANCIAL, INC.15,280$564K0.33%+5,45313F-HRTimeline
Revisor Wealth Management LLC12,242$453K0.13%-1,76013F-HRTimeline
Cetera Investment Advisers10,955$405K<0.01%+3,86713F-HRTimeline
Sanctuary Advisors, LLC9,716$359K<0.01%-7,50713F-HRTimeline
Geneos Wealth Management Inc.9,600$355K0.01%013F-HRTimeline
Optivise Advisory Services LLC8,808$325K0.2%-8613F-HRTimeline
Strategic Blueprint, LLC8,795$325K0.02%+1,23813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,730$322K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,693$321K<0.01%+7,01913F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…7,375$272K0.02%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC7,340$271K<0.01%+1,43013F-HRTimeline
Arlington Capital Management, Inc.7,293$269K0.15%+31713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …7,169$265K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,136$227K<0.01%new13F-HRTimelineGroup
Integrated Advisors Network LLC5,602$207K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,294$84.7K<0.01%+64713F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY615$22.7K<0.01%+1413F-HRTimelineGroup
AdvisorNet Financial, Inc315$11.6K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC54$2K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.10$369<0.01%new13F-HRTimeline