NORTHERN LTS FD TR IV

$IBD
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Institutional coverage

101 13F filers hold $IBD.

13F holders
101
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

1 holders · Q1 2026

Fewer 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.

01
RFG Advisory, LLC
0.01% held
α +16.2pts

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 101 · Source: 13F-HR
01
Ballast Advisors LLC
8.41% of portfolio
4,327,789 sh
02
Svb Financial Group
1.54% of portfolio
2,112,962 sh
03
Rubric Capital Management LP
5.66% of portfolio
1,661,706 sh
04
Modern Wealth Management, LLC
4.86% of portfolio
769,879 sh
05
Rings Capital Management LLC
0.86% of portfolio
663,927 sh
06
Taconic Capital Advisors LP
—
615,486 sh
07
Vantage Financial Partners, LLC
1.34% of portfolio
413,934 sh
08
One Wealth Map LLC
1.40% of portfolio
343,996 sh
09
Hm Payson & Co.
3.40% of portfolio
297,360 sh
10
Fpr Partners LLC
0.01% of portfolio
294,720 sh
See all 101 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $IBD in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $IBD 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 10:20 UTC.