Northern Lts Fd Tr IV (BUYW) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Northern Lts Fd Tr IV (BUYW) following the 2026 Q2 hedge fund 13F filings?

As of today, BUYW has moved -0.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -99.6% for the SPY sector ETF — an outperformance of +99.5%. Since the quarter end (June 30, 2026), BUYW gained +1.3% vs -99.6% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

Northern Lts Fd Tr IV (BUYW)

71 + Investors. Track Smart Money conviction in BUYW. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — BUYW

Based on 72 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added BUYW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

72 hedge funds hold BUYW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q

+16 new funds entered over the past year (+29% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 66% buying

53 buying27 selling

Last quarter: 53 funds were net buyers (14 opened a brand new position + 39 added to an existing one). Only 27 were sellers (16 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 10 → 15 → 14 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 28% long-term, 36% new

■ 28% conviction (2yr+) ■ 36% medium ■ 36% new

Of the 72 current holders: 20 (28%) held >2 years, 26 held 1–2 years, and 26 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

💎

Buying through price weakness — shares +12%, value -12%

Value

-12%

+11%

Last quarter: funds added +12% more shares while total portfolio value only changed -12%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

9 → 10 → 15 → 14 → 14 new funds/Q

New funds entering each quarter: 10 → 15 → 14 → 14. A growing number of institutions are discovering BUYW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 33% veterans, 44% new entrants

■ 33% veterans ■ 22% 1-2yr ■ 44% new

Of 72 current holders: 24 (33%) held 2+ years, 16 held 1–2 years, 32 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds

8 of 72 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	71	72	-1.39%
13F Shares	77M	71M	7.22%
Total Value	$957M	$855M	11.92%
New Positions	14	14	-
Increased Positions	37	39	-2
Closed Positions	15	11	+4
Reduced Positions	16	16	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

-1.39%

13F Shares

77M

71M

7.22%

Total Value

$957M

$855M

11.92%

New Positions

Increased Positions

-2

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

71 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BUYW. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BUYW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	AMG Asset Management Group, Inc.	5.27%	582,661	$8.4M
2	San Luis Wealth Advisors LLC	2.65%	1,220,457	$17.6M
3	Orion Porfolio Solutions, LLC	2.61%	23,594,578	$340.9M
4	Echo45 Advisors LLC	2.57%	344,192	$5.0M
5	Madrona Financial Services, LLC	2.51%	941,305	$13.6M
6	Encompass More Asset Management	2.37%	1,129,401	$16.3M
7	Copley Financial Group, Inc.	2.15%	245,634	$3.5M
8	Virtue Capital Management, LLC	1.18%	614,069	$8.9M
9	Tortuga Wealth Management, Inc	0.97%	73,368	$1.0M
10	Tactive Advisors, LLC	0.74%	207,434	$3.0M
11	Sonoma Allocations LLC	0.73%	161,272	$2.3M
12	Gwn Securities INC.	0.69%	287,577	$4.2M
13	Silver Grove Financial Group, Inc.	0.66%	84,689	$1.2M
14	Potomac Fund Management Inc /Adv	0.29%	792,716	$11.5M
15	Mission Financial Group, LLC	0.26%	21,385	$309K
16	Astoria Portfolio Advisors LLC.	0.18%	74,790	$1.1M
17	United Advisor Group, LLC	0.13%	82,863	$1.2M
18	Osaic Holdings, INC.	0.13%	7,411,816	$107.1M
19	Ashton Thomas Private Wealth, LLC	0.13%	416,325	$6.0M
20	Silver Oak Securities, Incorporated	0.11%	126,949	$1.8M
21	Pine Valley Investments Ltd Liability Co	0.10%	182,142	$2.6M
22	Victory Financial Group, LLC	0.08%	53,377	$771K
23	CFS Investment Advisory Services, LLC	0.08%	79,806	$1.2M
24	Integrity Alliance, LLC.	0.08%	168,750	$2.4M
25	Pacific Financial Group Inc	0.07%	10,742	$155K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Northern Lts Fd Tr IV (BUYW)

What does the Smart Money Trend signal show for BUYW?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BUYW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BUYW?

More buyers than sellers — 66% buying: Last quarter: 53 funds were net buyers (14 opened a brand new position + 39 added to an existing one). Only 27 were sellers (16 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BUYW holders?

Strong quality — 34% AUM from major funds: 8 of 72 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BUYW?

Mixed — 28% long-term, 36% new: Of the 72 current holders: 20 (28%) held >2 years, 26 held 1–2 years, and 26 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Northern Lts Fd Tr IV (BUYW) following the 2026 Q2 hedge fund 13F filings?

As of today, BUYW has moved -0.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -99.6% for the SPY sector ETF — an outperformance of +99.5%. Since the quarter end (June 30, 2026), BUYW has gained +1.3% vs -99.6% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Northern Lts Fd Tr IV (BUYW)

Smart Money Signals — BUYW

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +29% more funds vs a year ago

More buyers than sellers — 66% buying

Steady new buyers — ~14 new funds per quarter

Mixed — 28% long-term, 36% new

Buying through price weakness — shares +12%, value -12%

Growing discovery — still being found

Mixed cohorts — 33% veterans, 44% new entrants

Strong quality — 34% AUM from major funds

Institutional Sentiment Summary — BUYW

Hedge Fund Ownership: BUYW

Market Analysis: BUYW

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BUYW

Is It Too Late to Buy Northern Lts Fd Tr IV (BUYW) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: BUYW

Statistics: BUYW

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Northern Lts Fd Tr IV (BUYW)

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