NORTHERN LTS FD TR IV (IBD) is held by 29 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q1 2026.

Are institutions buying or selling IBD?

In Q1 2026, 22 institutions opened or increased positions in NORTHERN LTS FD TR IV while 5 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on IBD?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for NORTHERN LTS FD TR IV.

How many hedge funds hold IBD?

29 institutional investors report holding NORTHERN LTS FD TR IV (IBD) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into IBD?

As of Q1 2026, tracked institutions in NORTHERN LTS FD TR IV show 22 buyers versus 5 sellers — net inflows.

NORTHERN LTS FD TR IV

IBD·66538H633·US·ETF·Unknown - Unknown

Holders

Avg rating(11 Elite)

$62.4M

Total Value

81% (30)

Fund Consensus

22 buying - 5 selling

No verdict yet — fewer than 2 funds hold IBD.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	615,486(+46.5%)	$14.7M	0.0%	+3.18%	38
CITADEL ADVISORS LLC	Increased	228,764(+364.5%)	$5.5M	0.0%	-1.32%	44
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	225,919(+14.1%)	$5.4M	0.0%	+1.12%	31
ASSETMARK, INC	Increased	212,075(+1.4%)	$5.1M	0.0%	-0.59%	27
GOLDMAN SACHS GROUP INC	Increased	200,001(+895.7%)	$4.8M	0.0%	-1.72%	43
Cetera Investment Advisers	Increased	178,643(+15.8%)	$4.3M	0.0%	+4.49%	31
ENVESTNET ASSET MANAGEMENT INC	Increased	156,095(+0.1%)	$3.7M	0.0%	+8.49%	27
Allworth Financial LP	Increased	147,360(+18.7%)	$3.5M	0.0%	+1.64%	31
OSAIC HOLDINGS, INC.	Decreased	92,421(-18.0%)	$2.2M	0.0%	+5.73%	0
Kestra Advisory Services, LLC	Increased	80,238(+10.0%)	$1.9M	0.0%	+1.72%	28
RAYMOND JAMES FINANCIAL INC	Increased	79,818(+8.1%)	$1.9M	0.0%	+4.49%	28
Farther Finance Advisors, LLC	New	76,807	$1.8M	0.0%	-1.90%	36
JANE STREET GROUP, LLC	New	55,449	$1.3M	0.0%	-1.90%	35
AE Wealth Management LLC	Increased	45,006(+49.8%)	$1.1M	0.0%	-1.69%	35
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	43,967	$1M	0.0%	-1.90%	35
COMMONWEALTH EQUITY SERVICES, LLC	Increased	26,027(+5.9%)	$620,930	0.0%	+7.46%	26
MFMerit Financial Group, LLC	Increased	24,454(+7.0%)	$583,402	0.0%	+7.36%	26
JIJOHNSON INVESTMENT COUNSEL INC	New	22,535	$537,617	0.0%	-1.90%	34
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	18,335(-96.9%)	$438,757	0.0%	-1.58%	0
BENJAMIN EDWARDS INC	Increased	18,200(+14.8%)	$434,194	0.0%	+2.78%	27