Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Northern Lts Fd Tr IV (ISMD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
3Q ▲
Buyers last Q
69%

Smart Money Signals — ISMD

Based on 110 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 ISMD 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
110 hedge funds hold ISMD 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 — +39% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+39% 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 — 69% buying

77 buying35 selling
Last quarter: 77 funds were net buyers (29 opened a brand new position + 48 added to an existing one). Only 35 were sellers (22 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new ISMD position: 9 → 22 → 13 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 20% medium ■ 34% new
51 out of 110 hedge funds have held ISMD 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.
💰

Value +28% but shares only +3% — price-driven

Value
+28%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +28%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

9 → 9 → 22 → 13 → 29 new funds/Q
New funds entering each quarter: 9 → 22 → 13 → 29. A growing number of institutions are discovering ISMD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 51% veterans vs 36% newcomers

■ 51% veterans ■ 13% 1-2yr ■ 36% new
Entry-cohort mix of 110 holders: 56 (51%) are 2+ year veterans, 14 entered 1–2 years ago, and 40 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
13 of 109 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.
4.3
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 — ISMD

In 2026 Q2, 77 hedge funds were net buyers of ISMD (29 opened a new position, 48 added to an existing one), while 35 reduced or exited (22 trimmed, 13 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 110.

Hedge Fund Ownership: ISMD

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

Market Analysis: ISMD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ISMD

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: ISMD
108 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 108 94 14.89%
13F Shares 5M 5M 2.67%
Total Value $240M $188M 27.66%
New Positions 28 13 +15
Increased Positions 48 40 +8
Closed Positions 13 10 +3
Reduced Positions 22 22 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ISMD

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Institutional Holders (2026 Q2)

108 + investors

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

QUARTER:
Top 25 ISMD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Christian Investment Advisors, Inc. 9.92% 336,477 $16.8M
2 Inspire Advisors, LLC 5.49% 1,579,201 $78.9M
3 Sound Financial Strategies Group, LLC 2.49% 78,430 $3.9M
4 OneAscent Financial Services LLC 1.90% 793,784 $39.7M
5 PAX Financial Group, LLC 1.49% 200,796 $10.0M
6 Cornerstone Financial Management LLC 0.94% 23,462 $1.2M
7 Carlson Financial, INC. 0.70% 31,314 $1.2M
8 Providence Financial Advisors, LLC 0.47% 16,694 $835K
9 WorthPointe, LLC 0.44% 35,099 $1.8M
10 Inspire Investing, LLC 0.42% 206,820 $10.3M
11 Family Wealth Partners, LLC 0.36% 23,465 $1.2M
12 Bare Financial Services, Inc 0.32% 27,551 $1.4M
13 AlphaStar Capital Management, LLC 0.22% 70,736 $3.5M
14 Littlejohn Financial Services, INC. 0.22% 5,993 $300K
15 Silver Oak Securities, Incorporated 0.22% 70,865 $3.5M
16 Larry Mathis Financial Planning, LLC 0.20% 5,011 $251K
17 Gambit Capital Management, LLC 0.18% 6,344 $317K
18 LVZ, Inc. 0.15% 28,646 $1.4M
19 Revisor Wealth Management LLC 0.14% 11,489 $577K
20 Financial Advisory Corp 0.13% 19,696 $985K
21 Creative Financial Designs Inc /Adv 0.12% 51,047 $2.6M
22 Sterling Investment Advisors, Ltd. 0.12% 14,300 $715K
23 Fairman Group, LLC 0.10% 2,551 $128K
24 Frontier Asset Management, LLC 0.10% 10,808 $540K
25 Faithward Advisors, LLC 0.08% 13,252 $663K
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 (ISMD)

What does the Smart Money Trend signal show for ISMD?

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

More buyers than sellers — 69% buying: Last quarter: 77 funds were net buyers (29 opened a brand new position + 48 added to an existing one). Only 35 were sellers (22 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ISMD holders?

Smaller funds dominant — 10% AUM from top-100: 13 of 109 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 ISMD?

46% of holders stayed for 2+ years: 51 out of 110 hedge funds have held ISMD 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.

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