NORTHERN LTS FD TR IV

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

IBD (NORTHERN LTS FD TR IV) is held by 30 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($19.6M), ASSETMARK, INC ($5.3M), Allworth Financial LP ($4.3M). Net institutional sentiment: Bullish.

30

Holders

(4 Elite)

$56.8M

Total Value

72% (32)

Consensus

23 buying - 9 selling

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

Smart Money Verdict

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Institutional (13F)58

Insider (Form 4)33

Activist (13D/13G)71

Congressional (STOCK Act)50

Holder Quality

46

★★★★★

Elite

16

★★★★

Strong

54

★★★

Solid

12

★★

Below

81

★

Weak

Held by 30 funds

4 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (30)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	823,286(+33.8%)	$19.6M	0.0%	+3.77%	37
ASSETMARK, INC	Increased	222,966(+5.1%)	$5.3M	0.0%	+1.17%	28
Allworth Financial LP	Increased	180,701(+22.6%)	$4.3M	0.0%	+2.79%	32
ENVESTNET ASSET MANAGEMENT INC	Increased	180,131(+15.4%)	$4.3M	0.0%	+8.72%	31
OSAIC HOLDINGS, INC.	Increased	126,122(+36.5%)	$3M	0.0%	+5.31%	34
GOLDMAN SACHS GROUP INC	Decreased	114,735(-42.6%)	$2.7M	0.0%	+0.59%	0
Farther Finance Advisors, LLC	Increased	105,133(+36.9%)	$2.5M	0.0%	+0.27%	34
CITADEL ADVISORS LLC	Decreased	97,889(-57.2%)	$2.3M	0.0%	+0.94%	0
RAYMOND JAMES FINANCIAL INC	Increased	95,153(+19.2%)	$2.3M	0.0%	+5.66%	31
Kestra Advisory Services, LLC	Increased	88,211(+9.9%)	$2.1M	0.0%	+3.21%	29
Cetera Investment Advisers	Decreased	79,048(-55.8%)	$1.9M	0.0%	+6.42%	0
AE Wealth Management LLC	Increased	47,881(+6.4%)	$1.1M	0.0%	+0.13%	27
COMMONWEALTH EQUITY SERVICES, LLC	Increased	29,217(+12.3%)	$694,480	0.0%	+8.14%	28
MFMerit Financial Group, LLC	Increased	25,527(+4.4%)	$606,772	0.0%	+8.78%	25
ROYAL BANK OF CANADA	Increased	24,127(+62.8%)	$573,000	0.0%	+2.72%	35
JIJOHNSON INVESTMENT COUNSEL INC	Decreased	21,914(-2.8%)	$520,892	0.0%	+0.46%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	18,777(-57.3%)	$446,329	0.0%	+0.46%	0
BENJAMIN EDWARDS INC	Increased	18,235(+0.2%)	$433,444	0.0%	+4.47%	24
WAWaverly Advisors, LLC	Increased	16,284(+10.5%)	$387,071	0.0%	-0.03%	26
MML INVESTORS SERVICES, LLC	Increased	16,036(+79.3%)	$381,168	0.0%	+6.28%	36

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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