NORTHERN LTS FD TR IV
Institutional coverage
87 13F filers hold $ISMD.
13F holders
87
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
2 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 87 · Source: 13F-HR01
Ballast Advisors LLC
4.71% of portfolio
1,445,003 sh
02
Rings Capital Management LLC
1.68% of portfolio
776,568 sh
03
Taconic Capital Advisors LP
—
214,359 sh
04
One Wealth Map LLC
1.36% of portfolio
199,934 sh
05
NewGen Equity Long/Short Fund
2.13% of portfolio
155,302 sh
06
Svb Financial Group
0.12% of portfolio
99,914 sh
07
Orrstown Financial Services Inc.
—
94,887 sh
08
Vantage Financial Partners, LLC
0.44% of portfolio
80,386 sh
09
Neumann Capital Management, LLC
0.20% of portfolio
67,386 sh
10
Jag Capital Management, LLC
0.19% of portfolio
66,190 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $ISMD in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $ISMD 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 10:06 UTC.