Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Northern Lts Fd Tr IV (IBD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
8Q ▲
Buyers last Q
74%

Smart Money Signals — IBD

Based on 106 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added IBD 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
106 hedge funds hold IBD 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.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 74% buying

78 buying27 selling
Last quarter: 78 funds were net buyers (15 opened a brand new position + 63 added to an existing one). Only 27 were sellers (19 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 11 → 15 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 27% medium ■ 25% new
51 out of 106 hedge funds have held IBD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

14 → 14 → 11 → 15 → 15 new funds/Q
New funds entering each quarter: 14 → 11 → 15 → 15. A growing number of institutions are discovering IBD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 52% veterans vs 34% newcomers

■ 52% veterans ■ 14% 1-2yr ■ 34% new
Entry-cohort mix of 106 holders: 55 (52%) are 2+ year veterans, 15 entered 1–2 years ago, and 36 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
7 of 105 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Institutional Sentiment Summary — IBD

In 2026 Q1, 78 hedge funds were net buyers of IBD (15 opened a new position, 63 added to an existing one), while 27 reduced or exited (19 trimmed, 8 sold completely) — a 74% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 106.

Hedge Fund Ownership: IBD

How many hedge funds hold IBD — quarterly history vs. share price
Quarterly hedge fund ownership of IBD vs. share price

Market Analysis: IBD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 3 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: IBD
2026 Q2 Stats Unlock in 1 days 103 + Investors

Track Smart Money conviction in IBD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 103 99 4.04%
13F Shares 16M 15M 11.99%
Total Value $387M $352M 9.93%
New Positions 15 15 -
Increased Positions 61 59 +2
Closed Positions 11 9 +2
Reduced Positions 18 16 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBD

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

103 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 IBD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Inspire Advisors, LLC 6.78% 4,102,463 $97.5M
2 Faithward Advisors, LLC 4.98% 1,715,901 $40.8M
3 Bare Financial Services, Inc 4.34% 795,094 $18.9M
4 OneAscent Investment Solutions LLC 3.33% 147,937 $3.5M
5 Plan A Wealth LLC 3.26% 322,041 $7.7M
6 PAX Financial Group, LLC 1.23% 348,665 $8.3M
7 Creative Financial Designs Inc /Adv 1.10% 968,280 $23.0M
8 Cornerstone Financial Management LLC 1.02% 53,339 $1.3M
9 Range Financial Group LLC 0.99% 152,721 $3.6M
10 Legacy Wealth Asset Management, LLC 0.96% 184,769 $4.4M
11 HFG Wealth Management, LLC 0.96% 40,229 $956K
12 WorthPointe, LLC 0.92% 154,171 $3.7M
13 Inspire Investing, LLC 0.75% 768,594 $18.3M
14 TrueWealth Advisors, LLC 0.66% 123,684 $2.9M
15 OneAscent Financial Services LLC 0.62% 548,881 $13.0M
16 Optivise Advisory Services LLC 0.62% 51,632 $1.2M
17 Littlejohn Financial Services, INC. 0.54% 31,298 $744K
18 Larry Mathis Financial Planning, LLC 0.49% 25,762 $612K
19 LVZ, Inc. 0.48% 197,625 $4.7M
20 Revisor Wealth Management LLC 0.29% 50,838 $1.2M
21 Turning Point Benefit Group, Inc. 0.20% 19,600 $466K
22 LifeGuide Financial Advisors, LLC 0.20% 29,545 $702K
23 Van Diest Capital, LLC 0.19% 8,723 $207K
24 Panoramic Investment Advisors, LLC 0.16% 14,500 $345K
25 Schwallier Wealth Management LLC 0.16% 10,631 $253K
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 (IBD)

What does the Smart Money Trend signal show for IBD?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added IBD 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 IBD?

More buyers than sellers — 74% buying: Last quarter: 78 funds were net buyers (15 opened a brand new position + 63 added to an existing one). Only 27 were sellers (19 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBD holders?

Smaller funds dominant — 8% AUM from top-100: 7 of 105 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IBD?

48% of holders stayed for 2+ years: 51 out of 106 hedge funds have held IBD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →