NORTHERN LTS FD TR IV (ISMD) 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 ISMD?

In Q1 2026, 17 institutions opened or increased positions in NORTHERN LTS FD TR IV while 10 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on ISMD?

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 ISMD?

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

Is institutional money flowing into ISMD?

As of Q1 2026, tracked institutions in NORTHERN LTS FD TR IV show 17 buyers versus 10 sellers — net inflows.

NORTHERN LTS FD TR IV

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

Holders

Avg rating(11 Elite)

$28.9M

Total Value

63% (33)

Fund Consensus

17 buying - 10 selling

No verdict yet — fewer than 2 funds hold ISMD.

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

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	214,359(+3.8%)	$8.6M	0.0%	+47.94%	29
GOLDMAN SACHS GROUP INC	Increased	94,887(+60.5%)	$3.8M	0.0%	+24.62%	38
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	56,698(-54.5%)	$2.3M	0.0%	+26.00%	0
UBS Group AG	Decreased	41,535(-1.7%)	$1.7M	0.0%	+48.30%	0
JANE STREET GROUP, LLC	New	38,359	$1.5M	0.0%	+18.44%	35
Cetera Investment Advisers	Increased	35,377(+9.4%)	$1.4M	0.0%	+38.95%	28
Chevy Chase Trust Holdings, LLC	New	34,285	$1.4M	0.0%	+18.44%	35
TWO SIGMA INVESTMENTS, LP	Increased	31,100(+177.7%)	$1.2M	0.0%	+21.06%	41
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	30,088(+8.8%)	$1.2M	0.0%	+33.21%	28
AE Wealth Management LLC	Increased	17,585(+48.4%)	$702,872	0.0%	+28.37%	34
COMMONWEALTH EQUITY SERVICES, LLC	Increased	17,188(+12.5%)	$686,990	0.0%	+41.96%	28
JONES FINANCIAL COMPANIES LLLP	Increased	16,795(+83.3%)	$662,227	0.0%	+27.95%	38
Farther Finance Advisors, LLC	New	13,658	$549,735	0.0%	+18.44%	34
CAPTRUST FINANCIAL ADVISORS	Unchanged	11,752	$469,737	0.0%	+54.48%	0
Sanctuary Advisors, LLC	Decreased	11,506(-50.0%)	$459,903	0.0%	+38.95%	0
RAYMOND JAMES FINANCIAL INC	Increased	11,397(+33.0%)	$455,545	0.0%	+27.92%	31
OSAIC HOLDINGS, INC.	Decreased	10,405(-12.5%)	$416,119	0.0%	+58.73%	0
ROYAL BANK OF CANADA	Decreased	7,606(-2.6%)	$304,000	0.0%	+31.47%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	7,318(-5.2%)	$292,493	0.0%	+55.34%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	6,989(+692.4%)	$279,351	0.0%	+19.66%	38