NORTHERN LTS FD TR IV
Institutional coverage
103 13F filers hold $WWJD.
13F holders
103
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 103 · Source: 13F-HR01
Ballast Advisors LLC
8.87% of portfolio
2,912,545 sh
02
Svb Financial Group
0.75% of portfolio
656,254 sh
03
Rings Capital Management LLC
1.18% of portfolio
582,994 sh
04
Modern Wealth Management, LLC
5.17% of portfolio
522,686 sh
05
One Wealth Map LLC
2.88% of portfolio
451,484 sh
06
Rubric Capital Management LP
2.37% of portfolio
444,041 sh
07
United Community Bank
7.43% of portfolio
396,067 sh
08
Western Financial Corp
0.83% of portfolio
346,536 sh
09
NewGen Equity Long/Short Fund
4.34% of portfolio
338,148 sh
10
Destiny Wealth Partners, LLC
2.56% of portfolio
281,469 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $WWJD in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $WWJD 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 07:35 UTC.