Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NORTHERN LTS FD TR IV (IBD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
7Q ▲
Buyers last Q
75%

Smart Money Signals — IBD

Based on 98 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added IBD 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
98 hedge funds hold IBD 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.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 75% buying

73 buying24 selling
Last quarter: 73 funds were net buyers (15 opened a brand new position + 58 added to an existing one). Only 24 were sellers (16 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 13 → 11 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 27% medium ■ 24% new
48 out of 98 hedge funds have held IBD 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.
➡️

Steady discovery — ~15 new funds/quarter

14 → 14 → 13 → 11 → 15 new funds/Q
New funds entering each quarter: 14 → 13 → 11 → 15. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 51% of holders stayed 2+ years

■ 51% veterans ■ 14% 1-2yr ■ 35% new
Of 98 current holders: 50 (51%) 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 — 4% AUM from top-100

4% from top-100 AUM funds
8 of 98 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Hedge Fund Ownership: IBD

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

Market Analysis: IBD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBD

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 3 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: IBD
2026 Q1 Stats Unlock in 14 days 98 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 98 91 7.69%
13F Shares 14M 12M 18.52%
Total Value $337M $284M 18.72%
New Positions 15 11 +4
Increased Positions 58 48 +10
Closed Positions 8 9 -1
Reduced Positions 16 21 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBD

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

98 + investors

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

Top 25 institutional holders of IBD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Faithward Advisors, LLC 5.66% 1,661,706 $39.6M
2 OneAscent Investment Solutions LLC 3.68% 154,153 $3.7M
3 OneAscent Wealth Management LLC 2.31% 292,461 $7.0M
4 Inspire Investing, LLC 1.94% 988,722 $23.6M
5 CREATIVE FINANCIAL DESIGNS INC /ADV 1.53% 1,056,481 $25.2M
6 PAX Financial Group, LLC 1.40% 343,996 $8.2M
7 Range Financial Group LLC 1.07% 133,193 $3.2M
8 Legacy Wealth Asset Management, LLC 0.99% 170,546 $4.1M
9 OneAscent Financial Services LLC 0.86% 663,927 $15.8M
10 Optivise Advisory Services LLC 0.76% 52,962 $1.3M
11 TrueWealth Advisors, LLC 0.66% 110,273 $2.6M
12 OneAscent Family Office, LLC 0.58% 35,073 $837K
13 Larry Mathis Financial Planning, LLC 0.55% 25,762 $615K
14 HFG Wealth Management, LLC 0.54% 40,892 $976K
15 LVZ, Inc. 0.53% 195,296 $4.7M
16 Schwallier Wealth Management LLC 0.28% 16,138 $385K
17 LifeGuide Financial Advisors, LLC 0.20% 26,691 $637K
18 Revisor Wealth Management LLC 0.20% 30,077 $720K
19 VICUS CAPITAL 0.15% 84,925 $2.0M
20 Pioneer Wealth Management Group 0.14% 20,826 $497K
21 HOWARD BAILEY SECURITIES, LLC 0.14% 14,016 $334K
22 SUMMIT WEALTH GROUP LLC / CO 0.13% 53,117 $1.3M
23 Straight Path Wealth Management 0.12% 19,590 $467K
24 AlphaStar Capital Management, LLC 0.12% 68,892 $1.6M
25 MRA Advisory Group 0.11% 11,238 $268K
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 (IBD)

What does the Smart Money Trend signal show for IBD?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added IBD 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 IBD?

More buyers than sellers — 75% buying: Last quarter: 73 funds were net buyers (15 opened a brand new position + 58 added to an existing one). Only 24 were sellers (16 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBD holders?

Smaller funds dominant — 4% AUM from top-100: 8 of 98 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IBD?

49% of holders stayed for 2+ years: 48 out of 98 hedge funds have held IBD 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.

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.