Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Northern Lts Fd Tr IV (GLRY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — GLRY

Based on 40 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added GLRY 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
40 hedge funds hold GLRY 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 — +29% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+29% 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 — 58% buying

21 buying15 selling
Last quarter: 21 funds bought or added vs 15 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.
⚠️

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

new funds entering per quarter
Funds opening this position for the first time: 5 → 8 → 12 → 6. 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.
📌

Mixed — 30% long-term, 38% new

■ 30% conviction (2yr+) ■ 32% medium ■ 38% new
Of the 40 current holders: 12 (30%) held >2 years, 13 held 1–2 years, and 15 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.
➡️

Steady discovery — ~6 new funds/quarter

5 → 5 → 8 → 12 → 6 new funds/Q
New funds entering each quarter: 5 → 8 → 12 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 38% veterans, 42% new entrants

■ 38% veterans ■ 20% 1-2yr ■ 42% new
Of 40 current holders: 15 (38%) held 2+ years, 8 held 1–2 years, 17 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
5 of 40 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.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — GLRY

In 2026 Q1, 21 hedge funds were net buyers of GLRY (6 opened a new position, 15 added to an existing one), while 15 reduced or exited (10 trimmed, 5 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 40.

Hedge Fund Ownership: GLRY

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

Market Analysis: GLRY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GLRY

-- --

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

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

Signal Freshness measures how much GLRY 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 · 83d ago
GLRY
+16.1%
SPY
+15.1%

GLRY outperformed SPY by +1.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
GLRY
+6.7%
SPY
+1.3%

Since the filing became public, GLRY outperformed SPY by +5.4% .

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 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: GLRY
40 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 40 39 2.56%
13F Shares 2M 2M 13.76%
Total Value $90M $77M 16.89%
New Positions 6 12 -6
Increased Positions 15 18 -3
Closed Positions 5 5 -
Reduced Positions 10 4 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GLRY

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

40 + investors

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

QUARTER:
Top 25 GLRY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Faithward Advisors, LLC 3.93% 741,581 $27.5M
2 Creative Financial Designs Inc /Adv 1.33% 587,465 $21.8M
3 Inspire Advisors, LLC 0.95% 312,734 $11.6M
4 OneAscent Financial Services LLC 0.35% 173,189 $6.4M
5 Arlington Capital Management, Inc. 0.28% 13,243 $491K
6 OneAscent Wealth Management LLC 0.22% 17,871 $663K
7 Turning Point Benefit Group, Inc. 0.19% 11,241 $303K
8 PFG Advisors 0.12% 65,987 $2.4M
9 Nations Financial Group Inc, /Ia/ /Adv 0.08% 44,066 $1.6M
10 Revisor Wealth Management LLC 0.07% 7,264 $270K
11 Gts Securities LLC 0.04% 33,966 $1.3M
12 Harvest Investment Services, LLC 0.04% 6,460 $240K
13 Summit Wealth Group LLC / Co 0.04% 10,465 $388K
14 Cyndeo Wealth Partners, LLC 0.01% 7,608 $282K
15 Focus Financial Network, Inc. 0.01% 10,728 $399K
16 Valmark Advisers, Inc. 0.01% 25,180 $934K
17 AE Wealth Management LLC 0.01% 44,482 $1.7M
18 Independent Advisor Alliance 0.00% 9,233 $343K
19 Inspire Investing, LLC 0.00% 1,115 $41K
20 Pinnacle Financial Partners, Inc. 0.00% 9,187 $341K
21 Harbour Investments, INC. 0.00% 4,241 $155K
22 Cwm, LLC 0.00% 23,528 $873K
23 Jones Financial Companies Lllp 0.00% 123,429 $4.5M
24 Geneos Wealth Management Inc. 0.00% 2,317 $86K
25 LPL Financial LLC 0.00% 110,768 $4.1M
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 (GLRY)

What does the Smart Money Trend signal show for GLRY?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added GLRY 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 GLRY?

Slight buying edge — 58% buying: Last quarter: 21 funds bought or added vs 15 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 GLRY holders?

Smaller funds dominant — 10% AUM from top-100: 5 of 40 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 GLRY?

Mixed — 30% long-term, 38% new: Of the 40 current holders: 12 (30%) held >2 years, 13 held 1–2 years, and 15 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 (GLRY) following the 2026 Q1 hedge fund 13F filings?

As of today, GLRY has moved +6.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +5.4%. Since the quarter end (March 31, 2026), GLRY has gained +16.1% 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.

Full history →