NORTHERN LTS FD TR IV (ISMD) is held by 36 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 ISMD?

In Q2 2026, 30 institutions opened or increased positions in NORTHERN LTS FD TR IV while 7 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on ISMD?

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 ISMD. In Q2 2026, the institutional leg showed net inflows: 30 buying versus 7 selling.

How many hedge funds hold ISMD?

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

Is institutional money flowing into ISMD?

As of Q2 2026, tracked institutions in NORTHERN LTS FD TR IV show 30 buyers versus 7 sellers — net inflows.

NORTHERN LTS FD TR IV

ISMD·66538H641·US·ETF

Holders

(6 Elite)

$41.3M

Total Value

81% (37)

Consensus

30 buying - 7 selling

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

Smart Money Verdict

View all

Held by 36 funds

6 elite

Who's Trading

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

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

Checking access…

	Action
LPL Financial LLC	Increased	262,369(+22.4%)	$13.1M	0.0%	—	34
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	67,415(+18.9%)	$3.3M	0.0%	+13.68%	31
GOLDMAN SACHS GROUP INC	Decreased	64,475(-32.0%)	$3.2M	0.0%	—	0
TWO SIGMA INVESTMENTS, LP	Increased	42,800(+37.6%)	$2.1M	0.0%	+7.33%	34
UBS Group AG	Increased	41,621(+0.2%)	$2.1M	0.0%	+39.62%	26
Cetera Investment Advisers	Increased	37,044(+4.7%)	$1.9M	0.0%	+28.57%	27
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	34,824(+15.7%)	$1.7M	0.0%	—	30
CITADEL ADVISORS LLC	New	32,910	$1.6M	0.0%	-7.27%	36
Chevy Chase Trust Holdings, LLC	Decreased	31,330(-8.6%)	$1.6M	0.0%	+11.63%	0
AE Wealth Management LLC	Increased	22,368(+27.2%)	$1.1M	0.0%	+13.58%	31
JONES FINANCIAL COMPANIES LLLP	Increased	20,432(+21.7%)	$1M	0.0%	+14.47%	30
COMMONWEALTH EQUITY SERVICES, LLC	Increased	18,579(+8.1%)	$928,890	0.0%	—	27
RAYMOND JAMES FINANCIAL INC	Increased	14,212(+24.7%)	$710,579	0.0%	+13.79%	30
CAPTRUST FINANCIAL ADVISORS	Increased	13,897(+18.3%)	$694,820	0.0%	+33.81%	29
Pinnacle Financial Partners, Inc.	Increased	13,702(+146.1%)	$685,059	0.0%	-0.42%	40
Farther Finance Advisors, LLC	Decreased	13,191(-3.4%)	$659,510	0.0%	—	0
OSAIC HOLDINGS, INC.	Increased	11,113(+6.8%)	$555,973	0.0%	+43.97%	26
Sanctuary Advisors, LLC	Decreased	10,911(-5.2%)	$545,496	0.0%	+30.96%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	9,940(+35.8%)	$496,988	0.0%	+27.01%	31
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	9,902	$495,070	0.0%	-7.27%	37

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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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