Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Northern Lts Fd Tr IV (BIBL)

142 + 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
↑ +17
Streak
5Q ▲
Buyers last Q
56%

Smart Money Signals — BIBL

Based on 143 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
143 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.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+27% 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 — 56% buying

82 buying65 selling
Last quarter: 82 funds bought or added vs 65 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.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new BIBL position: 17 → 15 → 20 → 32. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 27% medium ■ 25% new
68 out of 143 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.
💰

Value +32% but shares only +8% — price-driven

Value
+32%
Shares
+7%
Last quarter: the total dollar value of institutional holdings rose +32%, but actual share count only changed +8%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

17 → 17 → 15 → 20 → 32 new funds/Q
New funds entering each quarter: 17 → 15 → 20 → 32. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 55% veterans vs 29% newcomers

■ 55% veterans ■ 16% 1-2yr ■ 29% new
Entry-cohort mix of 143 holders: 79 (55%) are 2+ year veterans, 23 entered 1–2 years ago, and 41 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
14 of 143 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 — BIBL

In 2026 Q2, 82 hedge funds were net buyers of BIBL (32 opened a new position, 50 added to an existing one), while 65 reduced or exited (50 trimmed, 15 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 143.

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

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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.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: BIBL
142 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 142 126 12.7%
13F Shares 5M 5M 5.44%
Total Value $292M $225M 29.63%
New Positions 31 20 +11
Increased Positions 50 38 +12
Closed Positions 15 11 +4
Reduced Positions 50 49 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BIBL

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Institutional Holders (2026 Q2)

142 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Inspire Advisors, LLC 4.88% 1,213,772 $70.2M
2 Carlson Financial, INC. 3.10% 118,465 $5.3M
3 Bare Financial Services, Inc 2.21% 166,570 $9.6M
4 Turning Point Benefit Group, Inc. 1.83% 74,015 $4.2M
5 Stonehaven Wealth & Tax Solutions, LLC 1.78% 38,408 $2.2M
6 Creative Financial Designs Inc /Adv 1.41% 512,048 $29.6M
7 Strategic Equity Management 1.38% 71,243 $4.1M
8 Moneywise, INC. 0.93% 43,254 $2.5M
9 Optivise Advisory Services LLC 0.93% 31,523 $1.8M
10 Revisor Wealth Management LLC 0.79% 56,407 $3.3M
11 PAX Financial Group, LLC 0.69% 80,575 $4.7M
12 LVZ, Inc. 0.64% 108,263 $6.3M
13 WorthPointe, LLC 0.54% 36,901 $2.1M
14 Summit Wealth Group LLC / Co 0.39% 80,777 $4.7M
15 Values First Advisors, Inc. 0.36% 13,760 $796K
16 OneAscent Financial Services LLC 0.33% 120,212 $7.0M
17 Tandem Investment Partners LLC 0.26% 5,755 $333K
18 OneAscent Wealth Management LLC 0.23% 13,593 $787K
19 Inspire Investing, LLC 0.23% 97,866 $5.7M
20 Tulsa Wealth Advisors, INC 0.22% 27,528 $1.6M
21 Silver Oak Securities, Incorporated 0.22% 63,005 $3.6M
22 Pvg Asset Management Corp 0.22% 6,625 $383K
23 Frontier Asset Management, LLC 0.21% 20,533 $1.2M
24 Delta Investment Management, LLC 0.19% 19,953 $1.2M
25 Harvest Investment Services, LLC 0.19% 21,097 $1.2M
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 — 5 quarters in a row: For 5 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?

Slight buying edge — 56% buying: Last quarter: 82 funds bought or added vs 65 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 BIBL holders?

Smaller funds dominant — 16% AUM from top-100: 14 of 143 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 BIBL?

48% of holders stayed for 2+ years: 68 out of 143 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.

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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