NORTHERN LTS FD TR IV

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ISMD·66538H641·US·ETF·Unknown - Unknown

ISMD (NORTHERN LTS FD TR IV) is held by 36 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($13.1M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($3.3M), GOLDMAN SACHS GROUP INC ($3.2M). Net institutional sentiment: Bullish.

36

Holders

(6 Elite)

$39.6M

Total Value

81% (37)

Consensus

30 buying - 7 selling

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

Smart Money Verdict

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Institutional (13F)74

Insider (Form 4)72

Activist (13D/13G)36

Congressional (STOCK Act)59

Holder Quality

40

★★★★★

Elite

70

★★★★

Strong

48

★★★

Solid

86

★★

Below

71

★

Weak

Held by 36 funds

6 elite

Who's Trading

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

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

Top Holders

Top Holders (36)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	262,369(+22.4%)	$13.1M	0.0%	+35.76%	34
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	67,415(+18.9%)	$3.3M	0.0%	+20.89%	31
GOLDMAN SACHS GROUP INC	Decreased	64,475(-32.0%)	$3.2M	0.0%	+24.90%	0
TWO SIGMA INVESTMENTS, LP	Increased	42,800(+37.6%)	$2.1M	0.0%	+14.14%	34
UBS Group AG	Increased	41,621(+0.2%)	$2.1M	0.0%	+48.48%	26
Cetera Investment Advisers	Increased	37,044(+4.7%)	$1.9M	0.0%	+36.72%	27
CITADEL ADVISORS LLC	New	32,910	$1.6M	0.0%	-1.39%	36
Chevy Chase Trust Holdings, LLC	Decreased	31,330(-8.6%)	$1.6M	0.0%	+18.71%	0
AE Wealth Management LLC	Increased	22,368(+27.2%)	$1.1M	0.0%	+20.79%	31
JONES FINANCIAL COMPANIES LLLP	Increased	20,432(+21.7%)	$1M	0.0%	+21.72%	30
COMMONWEALTH EQUITY SERVICES, LLC	Increased	18,579(+8.1%)	$928,890	0.0%	+37.71%	27
RAYMOND JAMES FINANCIAL INC	Increased	14,212(+24.7%)	$710,579	0.0%	+21.01%	30
CAPTRUST FINANCIAL ADVISORS	Increased	13,897(+18.3%)	$694,820	0.0%	+42.30%	29
Pinnacle Financial Partners, Inc.	Increased	13,702(+146.1%)	$685,059	0.0%	+5.89%	40
Farther Finance Advisors, LLC	Decreased	13,191(-3.4%)	$659,510	0.0%	+18.71%	0
OSAIC HOLDINGS, INC.	Increased	11,113(+6.8%)	$555,973	0.0%	+53.10%	26
Sanctuary Advisors, LLC	Decreased	10,911(-5.2%)	$545,496	0.0%	+39.27%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	9,940(+35.8%)	$496,988	0.0%	+35.06%	31
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	9,902	$495,070	0.0%	-1.39%	37
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	9,244(+32.3%)	$462,185	0.0%	+13.92%	31

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ISMDNORTHERN LTS FD TR IV

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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