Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NORTHERN LTS FD TR IV (SECT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — SECT

Based on 102 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added SECT 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
102 hedge funds hold SECT 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 — +23% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+23% 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.
🟡

Slight buying edge — 59% buying

54 buying38 selling
Last quarter: 54 funds bought or added vs 38 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 15 → 15 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 29% medium ■ 27% new
44 out of 102 hedge funds have held SECT 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

13 → 10 → 15 → 15 → 13 new funds/Q
New funds entering each quarter: 10 → 15 → 15 → 13. A growing number of institutions are discovering SECT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 41% of holders stayed 2+ years

■ 41% veterans ■ 21% 1-2yr ■ 38% new
Of 102 current holders: 42 (41%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
8 of 102 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Institutional Sentiment Summary — SECT

In 2025 Q4, 54 hedge funds were net buyers of SECT (13 opened a new position, 41 added to an existing one), while 38 reduced or exited (32 trimmed, 6 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 3 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: 102.

Hedge Fund Ownership: SECT

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

Market Analysis: SECT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SECT

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 4 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: SECT
2026 Q1 Stats Unlock in 8 days 102 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 102 95 7.37%
13F Shares 37M 35M 3.55%
Total Value $2.37B $2.23B 5.93%
New Positions 13 15 -2
Increased Positions 41 34 +7
Closed Positions 6 9 -3
Reduced Positions 32 36 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SECT

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Financial Highlights

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Institutional Holders (2026 Q1)

102 + investors

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

Top 25 institutional holders of SECT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AMG Asset Management Group, Inc. 7.45% 158,854 $9.6M
2 Madrona Financial Services, LLC 3.38% 255,600 $15.4M
3 Echo45 Advisors LLC 2.38% 70,132 $4.2M
4 CFC Planning Co LLC 1.80% 41,748 $2.5M
5 Encompass More Asset Management 1.71% 168,776 $10.2M
6 Advantage Trust Co 1.26% 46,715 $2.8M
7 BAM Wealth Management, LLC 0.96% 21,166 $1.3M
8 Bravias Capital Group, LLC 0.87% 21,979 $1.3M
9 Tactive Advisors, LLC 0.77% 45,083 $2.7M
10 Virtue Capital Management, LLC 0.64% 72,256 $4.2M
11 Balefire, LLC 0.55% 47,980 $2.9M
12 INTEGRITY ALLIANCE, LLC. 0.48% 211,079 $12.7M
13 FLORIDA FINANCIAL ADVISORS, LLC 0.48% 32,955 $2.0M
14 Barnes Dennig Private Wealth Management LLC 0.46% 7,713 $466K
15 Independent Wealth Network Inc. 0.44% 24,490 $1.5M
16 WORLD EQUITY GROUP, INC. 0.38% 24,380 $1.5M
17 Mutual Advisors, LLC 0.30% 234,310 $14.1M
18 Spire Wealth Management 0.27% 131,619 $7.9M
19 Sigma Planning Corp 0.22% 131,205 $7.9M
20 SILVER OAK SECURITIES, INCORPORATED 0.11% 25,834 $1.6M
21 Geneos Wealth Management Inc. 0.11% 78,636 $4.7M
22 Atria Investments, Inc 0.10% 145,455 $8.8M
23 Fiduciary Alliance LLC 0.10% 24,635 $1.6M
24 TCP Asset Management, LLC 0.10% 12,266 $741K
25 VICTORY FINANCIAL GROUP, LLC 0.09% 12,553 $758K
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 (SECT)

What does the Smart Money Trend signal show for SECT?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added SECT 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 SECT?

Slight buying edge — 59% buying: Last quarter: 54 funds bought or added vs 38 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SECT holders?

Smaller funds dominant — 16% AUM from top-100: 8 of 102 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SECT?

43% of holders stayed for 2+ years: 44 out of 102 hedge funds have held SECT 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.