Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Northern Lts Fd Tr IV (BUYW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
3Q ▲
Buyers last Q
66%

Smart Money Signals — BUYW

Based on 71 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added BUYW 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
71 hedge funds hold BUYW 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
+15 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.
🟢

More buyers than sellers — 66% buying

52 buying27 selling
Last quarter: 52 funds were net buyers (14 opened a brand new position + 38 added to an existing one). Only 27 were sellers (16 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 15 → 14 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 35% new

■ 28% conviction (2yr+) ■ 37% medium ■ 35% new
Of the 71 current holders: 20 (28%) held >2 years, 26 held 1–2 years, and 25 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +12%, value -12%

Value
-12%
Shares
+11%
Last quarter: funds added +12% more shares while total portfolio value only changed -12%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

9 → 9 → 15 → 14 → 14 new funds/Q
New funds entering each quarter: 9 → 15 → 14 → 14. A growing number of institutions are discovering BUYW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 34% veterans, 45% new entrants

■ 34% veterans ■ 21% 1-2yr ■ 45% new
Of 71 current holders: 24 (34%) held 2+ years, 15 held 1–2 years, 32 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
8 of 71 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — BUYW

In 2026 Q1, 52 hedge funds were net buyers of BUYW (14 opened a new position, 38 added to an existing one), while 27 reduced or exited (16 trimmed, 11 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 34% of total institutional value in BUYW is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 71.

Hedge Fund Ownership: BUYW

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

Market Analysis: BUYW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BUYW

-- --

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

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

Signal Freshness measures how much BUYW 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 · 82d ago
BUYW
nan%
SPY
+15.1%

BUYW outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
BUYW
nan%
SPY
+1.3%

Since the filing became public, BUYW outperformed SPY by nan% .

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.

0 top-rated funds 2 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: BUYW
71 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 71 68 4.41%
13F Shares 71M 64M 11.55%
Total Value $853M $975M -12.49%
New Positions 14 14 -
Increased Positions 38 39 -1
Closed Positions 11 8 +3
Reduced Positions 16 9 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BUYW

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

71 + investors

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

QUARTER:
Top 25 BUYW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AMG Asset Management Group, Inc. 6.18% 565,137 $8.0M
2 Madrona Financial Services, LLC 2.90% 939,919 $13.2M
3 Orion Porfolio Solutions, LLC 2.72% 22,694,150 $319.5M
4 Encompass More Asset Management 2.59% 1,098,113 $15.5M
5 Echo45 Advisors LLC 2.55% 321,531 $4.5M
6 San Luis Wealth Advisors LLC 2.02% 865,990 $12.2M
7 Copley Financial Group, Inc. 1.86% 219,504 $3.1M
8 Virtue Capital Management, LLC 1.32% 625,209 $8.7M
9 Silver Grove Financial Group, Inc. 0.92% 80,868 $1.1M
10 Tactive Advisors, LLC 0.81% 205,223 $2.9M
11 Gwn Securities INC. 0.67% 247,715 $3.5M
12 Sonoma Allocations LLC 0.55% 113,534 $1.6M
13 Mission Financial Group, LLC 0.39% 30,113 $424K
14 Potomac Fund Management Inc /Adv 0.35% 713,576 $10.0M
15 Astoria Portfolio Advisors LLC. 0.22% 73,679 $1.1M
16 Osaic Holdings, INC. 0.15% 7,340,135 $103.3M
17 Silver Oak Securities, Incorporated 0.13% 127,363 $1.8M
18 United Advisor Group, LLC 0.12% 68,993 $971K
19 Ashton Thomas Private Wealth, LLC 0.12% 356,092 $5.0M
20 Pine Valley Investments Ltd Liability Co 0.11% 163,184 $2.3M
21 Moneywise, INC. 0.10% 16,107 $227K
22 Integrity Alliance, LLC. 0.09% 166,106 $2.3M
23 Strategic Equity Management 0.09% 16,107 $227K
24 CFS Investment Advisory Services, LLC 0.08% 79,515 $1.1M
25 LPL Financial LLC 0.07% 18,060,018 $254.3M
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 (BUYW)

What does the Smart Money Trend signal show for BUYW?

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

More buyers than sellers — 66% buying: Last quarter: 52 funds were net buyers (14 opened a brand new position + 38 added to an existing one). Only 27 were sellers (16 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BUYW holders?

Strong quality — 34% AUM from major funds: 8 of 71 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BUYW?

Mixed — 28% long-term, 35% new: Of the 71 current holders: 20 (28%) held >2 years, 26 held 1–2 years, and 25 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, BUYW has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), BUYW has gained nan% vs +15.1% 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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