NORTHERN LTS FD TR IV (FDLS) is held by 21 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q2 2026.

Are institutions buying or selling FDLS?

In Q2 2026, 16 institutions opened or increased positions in NORTHERN LTS FD TR IV while 6 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on FDLS?

HoldingsIntel scores NORTHERN LTS FD TR IV across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for FDLS. In Q2 2026, the institutional leg showed net inflows: 16 buying versus 6 selling.

How many hedge funds hold FDLS?

21 institutional investors report holding NORTHERN LTS FD TR IV (FDLS) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into FDLS?

As of Q2 2026, tracked institutions in NORTHERN LTS FD TR IV show 16 buyers versus 6 sellers — net inflows.

NORTHERN LTS FD TR IV

FDLS·66538H187·US·ETF

Holders

(4 Elite)

$25.5M

Total Value

73% (22)

Consensus

16 buying - 6 selling

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

Smart Money Verdict

View all

Held by 21 funds

4 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

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

Checking access…

	Action
LPL Financial LLC	Increased	182,936(+42.3%)	$7.7M	0.0%	—	37
AE Wealth Management LLC	Increased	108,218(+16.5%)	$4.6M	0.0%	—	31
GOLDMAN SACHS GROUP INC	Increased	95,407(+237.2%)	$4M	0.0%	—	43
ENVESTNET ASSET MANAGEMENT INC	Decreased	43,008(-30.9%)	$1.8M	0.0%	—	0
RAYMOND JAMES FINANCIAL INC	Decreased	35,132(-1.2%)	$1.5M	0.0%	+12.05%	0
OSAIC HOLDINGS, INC.	Increased	20,736(+138.5%)	$876,463	0.0%	—	40
Pinnacle Financial Partners, Inc.	Increased	19,346(+169.9%)	$817,755	0.0%	+2.95%	40
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	15,576	$658,398	0.0%	-0.40%	34
CITADEL ADVISORS LLC	New	15,318	$647,492	0.0%	-0.40%	34
Cetera Investment Advisers	Increased	15,047(+37.4%)	$636,038	0.0%	+11.03%	32
Envestnet Portfolio Solutions, Inc.	Decreased	13,723(-39.5%)	$580,071	0.0%	+9.18%	0
BROWN ADVISORY INC	New	11,930	$504,281	0.0%	-0.40%	33
COMMONWEALTH EQUITY SERVICES, LLC	Increased	8,846(+20.5%)	$373,900	0.0%	+14.71%	28
Sanctuary Advisors, LLC	Decreased	8,609(-11.4%)	$363,888	0.0%	+33.57%	0
STIFEL FINANCIAL CORP	New	5,271	$222,805	0.0%	-0.40%	32
Steward Partners Investment Advisory, LLC	New	1,548	$65,434	0.0%	-0.40%	29
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	New	942	$39,818	0.0%	-0.40%	28
MORGAN STANLEY	Decreased	612(-0.5%)	$25,903	0.0%	—	0
ROYAL BANK OF CANADA	New	340	$14,000	0.0%	-0.40%	27
FMR LLC	Increased	105(+94.4%)	$4,441	0.0%	+14.58%	16

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

NORTHERN LTS FD TR IV

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