Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NORTHERN LIGHTS FD TR (MRSK)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — MRSK

Based on 43 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MRSK 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
43 hedge funds hold MRSK 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 — +65% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+65% 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 — 62% buying

25 buying15 selling
Last quarter: 25 funds were net buyers (7 opened a brand new position + 18 added to an existing one). Only 15 were sellers (15 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 13 → 6 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 26% long-term, 44% new

26% conviction (2yr+) 30% medium 44% new
Of the 43 current holders: 11 (26%) held >2 years, 13 held 1–2 years, and 19 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.
📊

Peak discovery — momentum slowing

4 → 8 → 13 → 6 → 7 new funds/Q
New funds entering each quarter: 8 → 13 → 6 → 7. MRSK is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 30% veterans, 51% new entrants

30% veterans 19% 1-2yr 51% new
Of 43 current holders: 13 (30%) held 2+ years, 8 held 1–2 years, 22 (51%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
7 of 43 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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.

Hedge Fund Ownership: MRSK

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

Market Analysis: MRSK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MRSK

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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.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: MRSK
2026 Q1 Stats Unlock in 16 days 43 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 43 36 19.44%
13F Shares 8M 8M -0.94%
Total Value $301M $294M 2.55%
New Positions 7 6 +1
Increased Positions 18 13 +5
Closed Positions 0 6 -6
Reduced Positions 15 11 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MRSK

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

43 + investors

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

Top 20 institutional holders of MRSK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HFG Wealth Management, LLC 6.39% 328,552 $11.6M
2 VISIONARY HORIZONS, LLC 3.39% 194,950 $6.9M
3 Strategic Equity Management 1.07% 80,324 $2.8M
4 MONEYWISE, INC. 0.24% 15,777 $558K
5 CFS Investment Advisory Services, LLC 0.21% 83,781 $3.1M
6 Capital Planning LLC 0.13% 11,069 $391K
7 TCP Asset Management, LLC 0.11% 24,805 $877K
8 SILVER OAK SECURITIES, INCORPORATED 0.06% 24,889 $880K
9 Dynamic Advisor Solutions LLC 0.06% 55,682 $2.0M
10 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% 53,332 $1.9M
11 Cambridge Investment Research Advisors, Inc. 0.01% 86,119 $3K
12 PRIVATE TRUST CO NA 0.00% 1,499 $55K
13 DIVERSIFY WEALTH MANAGEMENT, LLC 0.00% 7,340 $271K
14 IFP Advisors, Inc 0.00% 2,479 $88K
15 Sound Income Strategies, LLC 0.00% 844 $30K
16 Kestra Advisory Services, LLC 0.00% 9,521 $336K
17 ENVESTNET ASSET MANAGEMENT INC 0.00% 106,729 $3.8M
18 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 17,628 $623K
19 Farther Finance Advisors, LLC 0.00% 585 $21K
20 HANTZ FINANCIAL SERVICES, INC. 0.00% 233
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 LIGHTS FD TR (MRSK)

What does the Smart Money Trend signal show for MRSK?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MRSK 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 MRSK?

More buyers than sellers — 62% buying: Last quarter: 25 funds were net buyers (7 opened a brand new position + 18 added to an existing one). Only 15 were sellers (15 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MRSK holders?

Strong quality — 28% AUM from major funds: 7 of 43 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MRSK?

Mixed — 26% long-term, 44% new: Of the 43 current holders: 11 (26%) held >2 years, 13 held 1–2 years, and 19 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.

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.