Northern Lts Fd Tr IV (FDLS): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, FDLS has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), FDLS gained nan% vs +13.9% 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.

Northern Lts Fd Tr IV (FDLS)

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

Smart Money Signals — FDLS

Based on 37 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added FDLS 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

37 hedge funds hold FDLS 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 — +106% more funds vs a year ago

fund count last 6Q

+19 new funds entered over the past year (+106% 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 — 73% buying

27 buying10 selling

Last quarter: 27 funds were net buyers (7 opened a brand new position + 20 added to an existing one). Only 10 were sellers (7 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 5 → 8 → 13 → 7. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔄

Mostly new holders — 51% entered in last year

■ 22% conviction (2yr+) ■ 27% medium ■ 51% new

Only 8 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

➡️

Steady discovery — ~7 new funds/quarter

5 → 5 → 8 → 13 → 7 new funds/Q

New funds entering each quarter: 5 → 8 → 13 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 59% of holders entered in last year

■ 27% veterans ■ 14% 1-2yr ■ 59% new

Of 37 current holders: 22 (59%) entered in the past year, only 10 (27%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds

6 of 37 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.6

out of 10

Moderate Exit Risk

Exit risk score 5.6/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	37	33	12.12%
13F Shares	2M	2M	24.02%
Total Value	$82M	$66M	25.1%
New Positions	7	13	-6
Increased Positions	20	15	+5
Closed Positions	3	3	-
Reduced Positions	7	3	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

12.12%

13F Shares

24.02%

Total Value

$82M

$66M

25.1%

New Positions

-6

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

37 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 FDLS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Inspire Advisors, LLC	2.31%	766,677	$28.3M
2	Strategic Equity Management	1.89%	136,333	$5.0M
3	Moneywise, INC.	1.18%	73,092	$2.7M
4	PAX Financial Group, LLC	0.64%	102,134	$3.8M
5	Creative Financial Designs Inc /Adv	0.61%	271,476	$10.0M
6	Frontier Asset Management, LLC	0.51%	65,404	$2.4M
7	Inspire Investing, LLC	0.27%	88,530	$3.3M
8	Optivise Advisory Services LLC	0.20%	8,808	$325K
9	Arlington Capital Management, Inc.	0.15%	7,293	$269K
10	OneAscent Financial Services LLC	0.13%	65,207	$2.4M
11	Revisor Wealth Management LLC	0.13%	12,242	$453K
12	Belpointe Asset Management LLC	0.11%	78,041	$2.9M
13	Gts Securities LLC	0.06%	45,958	$1.7M
14	Ascentis Independent Advisors	0.02%	7,375	$272K
15	Strategic Blueprint, LLC	0.02%	8,795	$325K
16	AE Wealth Management LLC	0.02%	92,906	$3.4M
17	Valmark Advisers, Inc.	0.02%	35,830	$1.3M
18	Integrated Advisors Network LLC	0.01%	5,602	$207K
19	Geneos Wealth Management Inc.	0.01%	9,600	$355K
20	Envestnet Portfolio Solutions, Inc.	0.00%	22,703	$839K
21	Principal Securities, INC.	0.00%	6,136	$227K
22	Pinnacle Financial Partners, Inc.	0.00%	7,169	$265K
23	Sanctuary Advisors, LLC	0.00%	9,716	$359K
24	LPL Financial LLC	0.00%	128,535	$4.7M
25	Envestnet Asset Management Inc	0.00%	62,228	$2.3M

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 (FDLS)

What does the Smart Money Trend signal show for FDLS?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added FDLS 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 FDLS?

More buyers than sellers — 73% buying: Last quarter: 27 funds were net buyers (7 opened a brand new position + 20 added to an existing one). Only 10 were sellers (7 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FDLS holders?

Smaller funds dominant — 10% AUM from top-100: 6 of 37 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FDLS?

Mostly new holders — 51% entered in last year: Only 8 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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

As of today, FDLS has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), FDLS has gained nan% vs +13.9% 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.

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Northern Lts Fd Tr IV (FDLS)

Smart Money Signals — FDLS

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +106% more funds vs a year ago

More buyers than sellers — 73% buying

Fewer new buyers each quarter (-6 vs last Q)

Mostly new holders — 51% entered in last year

Steady discovery — ~7 new funds/quarter

Early stage — 59% of holders entered in last year

Smaller funds dominant — 10% AUM from top-100

Institutional Sentiment Summary — FDLS

Hedge Fund Ownership: FDLS

Market Analysis: FDLS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FDLS

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

Hedge Fund Positioning: FDLS

Statistics: FDLS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Northern Lts Fd Tr IV (FDLS)

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