Northern Lts Fd Tr IV (GLRY) Hedge Fund Ownership (Q2 2026)

Northern Lts Fd Tr IV (GLRY)

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

Smart Money Signals — GLRY

Based on 54 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 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

54 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 — +69% more funds vs a year ago

fund count last 6Q

+22 new funds entered over the past year (+69% 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 — 70% buying

35 buying15 selling

Last quarter: 35 funds were net buyers (19 opened a brand new position + 16 added to an existing one). Only 15 were sellers (10 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter

Funds opening a new GLRY position: 8 → 12 → 6 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

📌

Mixed — 26% long-term, 46% new

■ 26% conviction (2yr+) ■ 28% medium ■ 46% new

Of the 54 current holders: 14 (26%) held >2 years, 15 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.

💰

Price up while funds trimmed (+14% value, -3% shares)

Value

+13%

-2%

Last quarter: total value of institutional GLRY holdings rose +14% even though funds reduced share count by 3%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

📈

Growing discovery — still being found

5 → 8 → 12 → 6 → 19 new funds/Q

New funds entering each quarter: 8 → 12 → 6 → 19. A growing number of institutions are discovering GLRY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 56% of holders entered in last year

■ 31% veterans ■ 13% 1-2yr ■ 56% new

Of 54 current holders: 30 (56%) entered in the past year, only 17 (31%) 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 — 14% AUM from top-100

14% from top-100 AUM funds

7 of 54 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.9

out of 10

Moderate Exit Risk

Exit risk score 4.9/10 — 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	53	40	32.5%
13F Shares	2M	2M	-3.48%
Total Value	$102M	$90M	13.02%
New Positions	18	6	+12
Increased Positions	16	15	+1
Closed Positions	5	5	-
Reduced Positions	10	10	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

32.5%

13F Shares

-3.48%

Total Value

$102M

$90M

13.02%

New Positions

+12

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q3)

53 + 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:

2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

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

Top 25 GLRY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Creative Financial Designs Inc /Adv	0.96%	560,847	$21.3M
2	Carlson Financial, INC.	0.61%	30,308	$1.1M
3	OneAscent Financial Services LLC	0.43%	186,612	$7.1M
4	PFG Advisors	0.14%	74,313	$2.8M
5	Delta Investment Management, LLC	0.07%	12,179	$462K
6	Paradiem, LLC	0.04%	5,334	$202K
7	Harvest Investment Services, LLC	0.04%	6,534	$248K
8	Summit Wealth Group LLC / Co	0.02%	6,835	$259K
9	Spartan Wealth Advisory Services LLC	0.02%	5,311	$201K
10	Ascentis Independent Advisors	0.01%	6,641	$252K
11	Cyndeo Wealth Partners, LLC	0.01%	8,270	$314K
12	First Heartland Consultants, Inc.	0.01%	5,321	$202K
13	Pinnacle Financial Partners, Inc.	0.01%	47,641	$1.8M
14	Cornerstone Wealth Management, LLC	0.01%	6,646	$252K
15	Valmark Advisers, Inc.	0.01%	24,981	$947K
16	EverSource Wealth Advisors, LLC	0.01%	7,863	$298K
17	AE Wealth Management LLC	0.01%	48,440	$1.8M
18	Harbour Investments, INC.	0.01%	13,340	$506K
19	Independent Advisor Alliance	0.01%	7,788	$293K
20	IFP Advisors, Inc	0.01%	8,885	$337K
21	Howard Capital Management, LLC	0.00%	10,497	$398K
22	Continuum Advisory, LLC	0.00%	1,019	$39K
23	Private Advisor Group, LLC	0.00%	22,029	$835K
24	Jones Financial Companies Lllp	0.00%	156,031	$5.9M
25	Inspire Investing, LLC	0.00%	1,115	$42K

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 — 3 quarters in a row: For 3 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?

More buyers than sellers — 70% buying: Last quarter: 35 funds were net buyers (19 opened a brand new position + 16 added to an existing one). Only 15 were sellers (10 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GLRY holders?

Smaller funds dominant — 14% AUM from top-100: 7 of 54 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GLRY?

Mixed — 26% long-term, 46% new: Of the 54 current holders: 14 (26%) held >2 years, 15 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.

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 (GLRY)

Smart Money Signals — GLRY

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +69% more funds vs a year ago

More buyers than sellers — 70% buying

More new buyers each quarter (+13 vs last Q)

Mixed — 26% long-term, 46% new

Price up while funds trimmed (+14% value, -3% shares)

Growing discovery — still being found

Early stage — 56% of holders entered in last year

Smaller funds dominant — 14% AUM from top-100

Institutional Sentiment Summary — GLRY

Hedge Fund Ownership: GLRY

Market Analysis: GLRY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: GLRY

Hedge Fund Positioning: GLRY

Statistics: GLRY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q3)

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

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