NORTHERN LTS FD TR IV

Watch

Share

FDLS·66538H187·US·ETF·Unknown - Unknown

FDLS (NORTHERN LTS FD TR IV) is held by 21 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($7.7M), AE Wealth Management LLC ($4.6M), GOLDMAN SACHS GROUP INC ($4M). Net institutional sentiment: Bullish.

21

Holders

(3 Elite)

$25.5M

Total Value

73% (22)

Consensus

16 buying - 6 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Loading verdict

Institutional (13F)27

Insider (Form 4)62

Activist (13D/13G)27

Congressional (STOCK Act)58

Holder Quality

36

★★★★★

Elite

74

★★★★

Strong

44

★★★

Solid

82

★★

Below

43

★

Weak

Held by 21 funds

3 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for FDLS.

Top Holders

Top Holders (21)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	182,936(+42.3%)	$7.7M	0.0%	+12.88%	37
AE Wealth Management LLC	Increased	108,218(+16.5%)	$4.6M	0.0%	+20.92%	31
GOLDMAN SACHS GROUP INC	Increased	95,407(+237.2%)	$4M	0.0%	+6.08%	43
ENVESTNET ASSET MANAGEMENT INC	Decreased	43,008(-30.9%)	$1.8M	0.0%	+33.51%	0
RAYMOND JAMES FINANCIAL INC	Decreased	35,132(-1.2%)	$1.5M	0.0%	+15.11%	0
OSAIC HOLDINGS, INC.	Increased	20,736(+138.5%)	$876,463	0.0%	+7.27%	40
Pinnacle Financial Partners, Inc.	Increased	19,346(+169.9%)	$817,755	0.0%	+5.76%	40
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	15,576	$658,398	0.0%	+2.32%	34
CITADEL ADVISORS LLC	New	15,318	$647,492	0.0%	+2.32%	34
Cetera Investment Advisers	Increased	15,047(+37.4%)	$636,038	0.0%	+14.06%	32
Envestnet Portfolio Solutions, Inc.	Decreased	13,723(-39.5%)	$580,071	0.0%	+12.16%	0
BROWN ADVISORY INC	New	11,930	$504,281	0.0%	+2.32%	33
COMMONWEALTH EQUITY SERVICES, LLC	Increased	8,846(+20.5%)	$373,900	0.0%	+17.84%	28
Sanctuary Advisors, LLC	Decreased	8,609(-11.4%)	$363,888	0.0%	+37.21%	0
STIFEL FINANCIAL CORP	New	5,271	$222,805	0.0%	+2.32%	32
Steward Partners Investment Advisory, LLC	New	1,548	$65,434	0.0%	+2.32%	29
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	New	942	$39,818	0.0%	+2.32%	28
MORGAN STANLEY	Decreased	612(-0.5%)	$25,903	0.0%	+24.19%	0
ROYAL BANK OF CANADA	New	340	$14,000	0.0%	+2.32%	27
FMR LLC	Increased	105(+94.4%)	$4,441	0.0%	+17.71%	16

Showing 1-20 of 22

Per page:

1 / 2

FDLSNORTHERN LTS FD TR IV

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

324 holders · $20.7B

SPYSTATE STREET SPDR S&P 500 ETF TRUST CL USD INC

286 holders · $340.8B

IVVISHARES CORE S&P 500 ETF

252 holders · $559.6B

QQQINVESCO QQQ TRUST SERIES 1 CL USD INC

237 holders · $121.6B

IWMISHARES RUSSELL 2000 ETF ETF

235 holders · $66.3B

VOOVANGUARD S&P 500 ETF

235 holders · $261.4B

GLDSPDR GOLD TRUST

228 holders · $32.8B

XLFFINANCIAL SELECT SECTOR SPDR

217 holders · $31.4B

XLEENERGY SELECT SECTOR SPDR

216 holders · $17.1B

EFAISHARES MSCI EAFE ETF CL USD INC

214 holders · $46.9B

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer