Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Northern Lts Fd Tr IV (BIBL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
4Q ▲
Buyers last Q
48%

Smart Money Signals — BIBL

Based on 125 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added BIBL 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
125 hedge funds hold BIBL 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 — +17% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

57 buying61 selling
Last quarter: 61 funds reduced or exited vs 57 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 17 → 15 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 26% medium ■ 21% new
67 out of 125 hedge funds have held BIBL 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.
➡️

Steady discovery — ~20 new funds/quarter

10 → 16 → 17 → 15 → 20 new funds/Q
New funds entering each quarter: 16 → 17 → 15 → 20. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 18% 1-2yr ■ 26% new
Of 125 current holders: 69 (55%) 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 — 13% AUM from top-100

13% from top-100 AUM funds
14 of 125 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — BIBL

In 2026 Q1, 57 hedge funds were net buyers of BIBL (20 opened a new position, 37 added to an existing one), while 61 reduced or exited (49 trimmed, 12 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 125.

Hedge Fund Ownership: BIBL

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

Market Analysis: BIBL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BIBL

-- --

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

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

Signal Freshness measures how much BIBL has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
BIBL
+17.5%
SPY
+15.9%

BIBL outperformed SPY by +1.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
BIBL
+5.3%
SPY
+2.0%

Since the filing became public, BIBL outperformed SPY by +3.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: BIBL
122 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 122 117 4.27%
13F Shares 5M 5M -4.14%
Total Value $224M $227M -1.3%
New Positions 20 15 +5
Increased Positions 37 54 -17
Closed Positions 15 12 +3
Reduced Positions 48 37 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BIBL

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Financial Highlights

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Institutional Holders (2026 Q1)

122 + investors

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

QUARTER:
Top 25 BIBL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Inspire Advisors, LLC 4.56% 1,186,353 $55.9M
2 Strategic Equity Management 3.66% 206,605 $9.7M
3 Bare Financial Services, Inc 2.13% 171,255 $8.1M
4 Moneywise, INC. 2.09% 101,372 $4.8M
5 Stonehaven Wealth & Tax Solutions, LLC 1.65% 39,604 $1.9M
6 Turning Point Benefit Group, Inc. 1.06% 41,269 $1.7M
7 Revisor Wealth Management LLC 0.81% 62,205 $2.9M
8 PAX Financial Group, LLC 0.64% 80,145 $3.8M
9 LVZ, Inc. 0.59% 108,758 $5.1M
10 WorthPointe, LLC 0.54% 42,475 $2.0M
11 Summit Wealth Group LLC / Co 0.40% 80,297 $3.8M
12 Inspire Investing, LLC 0.37% 95,117 $4.5M
13 Values First Advisors, Inc. 0.36% 14,542 $686K
14 OneAscent Financial Services LLC 0.31% 120,656 $5.7M
15 OneAscent Wealth Management LLC 0.26% 16,861 $795K
16 Creative Financial Designs Inc /Adv 0.23% 78,803 $3.7M
17 Pvg Asset Management Corp 0.22% 6,625 $375K
18 Silver Oak Securities, Incorporated 0.22% 62,841 $3.0M
19 Tulsa Wealth Advisors, INC 0.21% 25,565 $1.2M
20 Harvest Investment Services, LLC 0.20% 23,050 $1.1M
21 Tandem Investment Partners LLC 0.20% 4,945 $233K
22 Nations Financial Group Inc, /Ia/ /Adv 0.20% 81,087 $3.8M
23 RMG Wealth Management LLC 0.17% 27,916 $1.5M
24 Five Pine Wealth Management 0.16% 5,506 $260K
25 Frontier Asset Management, LLC 0.16% 15,806 $745K
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 (BIBL)

What does the Smart Money Trend signal show for BIBL?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added BIBL 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 BIBL?

More sellers than buyers — 48% buying: Last quarter: 61 funds reduced or exited vs 57 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BIBL holders?

Smaller funds dominant — 13% AUM from top-100: 14 of 125 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BIBL?

54% of holders stayed for 2+ years: 67 out of 125 hedge funds have held BIBL 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.

Is it too late to buy Northern Lts Fd Tr IV (BIBL) following the 2026 Q1 hedge fund 13F filings?

As of today, BIBL has moved +5.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +3.3%. Since the quarter end (March 31, 2026), BIBL has gained +17.5% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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