NORTHERN LTS FD TR IV (IBD) is held by 30 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 IBD?

In Q2 2026, 23 institutions opened or increased positions in NORTHERN LTS FD TR IV while 9 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on IBD?

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 IBD. In Q2 2026, the institutional leg showed net inflows: 23 buying versus 9 selling.

How many hedge funds hold IBD?

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

Is institutional money flowing into IBD?

As of Q2 2026, tracked institutions in NORTHERN LTS FD TR IV show 23 buyers versus 9 sellers — net inflows.

NORTHERN LTS FD TR IV

IBD·66538H633·US·ETF

Holders

(3 Elite)

$63.1M

Total Value

72% (32)

Consensus

23 buying - 9 selling

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

Smart Money Verdict

View all

Held by 30 funds

3 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists none · Congress none

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

Checking access…

	Action
LPL Financial LLC	Increased	823,286(+33.8%)	$19.6M	0.0%	+1.23%	37
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	267,448(+18.4%)	$6.4M	0.0%	+0.66%	32
ASSETMARK, INC	Increased	222,966(+5.1%)	$5.3M	0.0%	-1.30%	28
Allworth Financial LP	Increased	180,701(+22.6%)	$4.3M	0.0%	+0.28%	32
ENVESTNET ASSET MANAGEMENT INC	Increased	180,131(+15.4%)	$4.3M	0.0%	+6.06%	31
OSAIC HOLDINGS, INC.	Increased	126,122(+36.5%)	$3M	0.0%	+2.73%	34
GOLDMAN SACHS GROUP INC	Decreased	114,735(-42.6%)	$2.7M	0.0%	-1.15%	0
Farther Finance Advisors, LLC	Increased	105,133(+36.9%)	$2.5M	0.0%	+0.51%	34
CITADEL ADVISORS LLC	Decreased	97,889(-57.2%)	$2.3M	0.0%	-1.53%	0
RAYMOND JAMES FINANCIAL INC	Increased	95,153(+19.2%)	$2.3M	0.0%	+3.08%	31
Kestra Advisory Services, LLC	Increased	88,211(+9.9%)	$2.1M	0.0%	+0.69%	29
Cetera Investment Advisers	Decreased	79,048(-55.8%)	$1.9M	0.0%	+3.81%	0
AE Wealth Management LLC	Increased	47,881(+6.4%)	$1.1M	0.0%	-2.32%	27
COMMONWEALTH EQUITY SERVICES, LLC	Increased	29,217(+12.3%)	$694,480	0.0%	+5.50%	28
MFMerit Financial Group, LLC	Increased	25,527(+4.4%)	$606,772	0.0%	+6.12%	25
ROYAL BANK OF CANADA	Increased	24,127(+62.8%)	$573,000	0.0%	+0.21%	35
JIJOHNSON INVESTMENT COUNSEL INC	Decreased	21,914(-2.8%)	$520,892	0.0%	-1.99%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	18,777(-57.3%)	$446,329	0.0%	-1.99%	0
BENJAMIN EDWARDS INC	Increased	18,235(+0.2%)	$433,444	0.0%	+1.92%	24
WAWaverly Advisors, LLC	Increased	16,284(+10.5%)	$387,071	0.0%	-2.47%	26

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IBDNORTHERN LTS FD TR IV

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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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