NORTHERN LTS FD TR IV
Institutional coverage
35 13F filers hold $FDLS.
13F holders
35
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
1 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 35 · Source: 13F-HR01
Ballast Advisors LLC
2.31% of portfolio
766,677 sh
02
Svb Financial Group
0.61% of portfolio
542,952 sh
03
Clearview Wealth Advisors LLC
1.89% of portfolio
272,666 sh
04
22nw, LP
0.02% of portfolio
184,798 sh
05
Taconic Capital Advisors LP
—
128,535 sh
06
One Wealth Map LLC
0.64% of portfolio
102,134 sh
07
Green Court Capital Management Ltd
0.11% of portfolio
78,041 sh
08
HCR Wealth Advisors
1.18% of portfolio
73,092 sh
09
Stegner Investment Associates Inc.
0.51% of portfolio
65,404 sh
10
Rings Capital Management LLC
0.13% of portfolio
65,207 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $FDLS in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $FDLS in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:17 UTC.