Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Northern Lts Fd Tr IV (ISMD)

93 + 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
↑ +3
Streak
2Q ▲
Buyers last Q
62%

Smart Money Signals — ISMD

Based on 94 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 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
94 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.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

53 buying32 selling
Last quarter: 53 funds were net buyers (13 opened a brand new position + 40 added to an existing one). Only 32 were sellers (22 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 9 → 9 → 22 → 13. 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.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 22% medium ■ 28% new
47 out of 94 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.
📈

Growing discovery — still being found

7 → 9 → 9 → 22 → 13 new funds/Q
New funds entering each quarter: 9 → 9 → 22 → 13. A growing number of institutions are discovering ISMD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 53% veterans vs 32% newcomers

■ 53% veterans ■ 15% 1-2yr ■ 32% new
Entry-cohort mix of 94 holders: 50 (53%) are 2+ year veterans, 14 entered 1–2 years ago, and 30 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
12 of 94 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 Q1, 53 hedge funds were net buyers of ISMD (13 opened a new position, 40 added to an existing one), while 32 reduced or exited (22 trimmed, 10 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 94.

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.

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

Signal Freshness measures how much ISMD 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 · 84d ago
ISMD
+21.0%
SPY
+14.9%

ISMD outperformed SPY by +6.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
ISMD
+8.5%
SPY
+1.1%

Since the filing became public, ISMD outperformed SPY by +7.4% .

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.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: ISMD
93 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 93 91 2.2%
13F Shares 5M 4M 22.52%
Total Value $188M $148M 26.57%
New Positions 13 22 -9
Increased Positions 40 38 +2
Closed Positions 11 5 +6
Reduced Positions 22 18 +4
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 Q1)

93 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Christian Investment Advisors, Inc. 9.46% 361,249 $15.0M
2 Inspire Advisors, LLC 4.71% 1,445,003 $57.8M
3 Sound Financial Strategies Group, LLC 2.12% 77,651 $3.1M
4 OneAscent Financial Services LLC 1.68% 776,568 $31.0M
5 PAX Financial Group, LLC 1.36% 199,934 $8.0M
6 Cornerstone Financial Management LLC 0.97% 26,408 $1.1M
7 Inspire Investing, LLC 0.62% 189,855 $7.6M
8 WorthPointe, LLC 0.43% 40,193 $1.6M
9 Providence Financial Advisors, LLC 0.33% 14,333 $573K
10 Bare Financial Services, Inc 0.29% 27,703 $1.1M
11 Family Wealth Partners, LLC 0.29% 21,079 $843K
12 Ocean Park Asset Management, LLC 0.29% 21,079 $843K
13 AlphaStar Capital Management, LLC 0.20% 67,386 $2.7M
14 Silver Oak Securities, Incorporated 0.19% 66,190 $2.6M
15 Frontier Asset Management, LLC 0.18% 21,483 $859K
16 Larry Mathis Financial Planning, LLC 0.18% 5,011 $200K
17 Revisor Wealth Management LLC 0.16% 14,716 $590K
18 CreativeOne Wealth, LLC 0.13% 144,528 $5.8M
19 LVZ, Inc. 0.13% 28,811 $1.2M
20 Creative Financial Designs Inc /Adv 0.12% 49,957 $2.0M
21 Financial Advisory Corp 0.12% 21,610 $864K
22 Sterling Investment Advisors, Ltd. 0.10% 14,300 $572K
23 Fairman Group, LLC 0.09% 2,544 $102K
24 Faithward Advisors, LLC 0.08% 13,274 $531K
25 RMG Wealth Management LLC 0.07% 14,136 $642K
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 — 2 quarters in a row: For 2 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 — 62% buying: Last quarter: 53 funds were net buyers (13 opened a brand new position + 40 added to an existing one). Only 32 were sellers (22 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ISMD holders?

Smaller funds dominant — 9% AUM from top-100: 12 of 94 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ISMD?

50% of holders stayed for 2+ years: 47 out of 94 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.

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

As of today, ISMD has moved +8.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +7.4%. Since the quarter end (March 31, 2026), ISMD has gained +21.0% vs +14.9% 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.

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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