NORTHERN LTS FD TR IV (BIBL): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

NORTHERN LTS FD TR IV (BIBL)

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

Smart Money Signals — BIBL

Based on 114 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 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

114 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding BIBL is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 58% buying

66 buying48 selling

Last quarter: 66 funds bought or added vs 48 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 — ~14 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 10 → 13 → 17 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 29% medium ■ 16% new

63 out of 114 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.

📈

Growing discovery — still being found

22 → 10 → 13 → 17 → 14 new funds/Q

New funds entering each quarter: 10 → 13 → 17 → 14. A growing number of institutions are discovering BIBL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 15% 1-2yr ■ 27% new

Of 114 current holders: 66 (58%) 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 — 11% AUM from top-100

11% from top-100 AUM funds

10 of 114 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	114	111	2.7%
13F Shares	5M	5M	8.67%
Total Value	$222M	$200M	11.21%
New Positions	14	17	-3
Increased Positions	52	38	+14
Closed Positions	11	12	-1
Reduced Positions	37	42	-5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

114

111

2.7%

13F Shares

8.67%

Total Value

$222M

$200M

11.21%

New Positions

-3

Increased Positions

+14

Closed Positions

-1

Reduced Positions

-5

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

114 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of BIBL — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Strategic Equity Management	3.66%	206,605	$9.7M
2	MONEYWISE, INC.	2.09%	101,372	$4.8M
3	Revisor Wealth Management LLC	0.81%	62,205	$2.9M
4	PAX Financial Group, LLC	0.64%	80,145	$3.8M
5	LVZ, Inc.	0.59%	108,758	$5.1M
6	SUMMIT WEALTH GROUP LLC / CO	0.40%	80,297	$3.8M
7	Inspire Investing, LLC	0.37%	95,117	$4.5M
8	Values First Advisors, Inc.	0.36%	14,542	$686K
9	OneAscent Financial Services LLC	0.31%	120,656	$5.7M
10	OneAscent Wealth Management LLC	0.26%	16,861	$795K
11	CREATIVE FINANCIAL DESIGNS INC /ADV	0.23%	78,803	$3.7M
12	SILVER OAK SECURITIES, INCORPORATED	0.22%	62,841	$3.0M
13	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.20%	81,087	$3.8M
14	Five Pine Wealth Management	0.16%	5,506	$260K
15	AlphaStar Capital Management, LLC	0.13%	35,966	$1.7M
16	Whitaker-Myers Wealth Managers, LTD.	0.12%	13,234	$624K
17	XY Planning Network, Inc.	0.11%	14,768	$704K
18	Cresta Advisors, Ltd.	0.10%	5,000	$236K
19	MRA Advisory Group	0.08%	4,260	$201K
20	David Kennon Inc	0.07%	4,383	$207K
21	Ascentis Independent Advisors	0.07%	18,393	$867K
22	Straight Path Wealth Management	0.07%	5,179	$244K
23	Fiduciary Alliance LLC	0.06%	20,420	$1.0M
24	VICUS CAPITAL	0.06%	17,053	$804K
25	RKL Wealth Management LLC	0.05%	11,390	$537K

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 — 3 quarters in a row: For 3 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 — 58% buying: Last quarter: 66 funds bought or added vs 48 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 — 11% AUM from top-100: 10 of 114 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BIBL?

55% of holders stayed for 2+ years: 63 out of 114 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.

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NORTHERN LTS FD TR IV (BIBL)

Smart Money Signals — BIBL

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 58% buying

Steady new buyers — ~14 new funds per quarter

55% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 58% of holders stayed 2+ years

Smaller funds dominant — 11% AUM from top-100

Hedge Fund Ownership: BIBL

Market Analysis: BIBL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BIBL

Hedge Fund Positioning: BIBL

Statistics: BIBL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — NORTHERN LTS FD TR IV (BIBL)

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