Congress Holdings

Most held

FDLS

Northern Lights Fund Trust IV Inspire Fidelis Multi Factor ETF

Listed by 1 member on their latest annual reports (3 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
W. Gregory Steube FL-17 Spouse IRA ⇒ Northern Lights Fund Trust IV Inspire Fidelis Multi Factor ETF (FDLS) EF $50,001 - $100,000 August 12, 2026
filing 10075309, p. 2
W. Gregory Steube FL-17 Member Roth IRA ⇒ Northern Lights Fund Trust IV Inspire Fidelis Multi Factor ETF (FDLS) EF $15,001 - $50,000 August 12, 2026
filing 10075309, p. 2
W. Gregory Steube FL-17 Member SEP IRA ⇒ Northern Lights Fund Trust IV Inspire Fidelis Multi Factor ETF (FDLS) EF $1,001 - $15,000 August 12, 2026
filing 10075309, p. 3

How the count is made: see Most held.