Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Northern Lights Fd Tr (MRSK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — MRSK

Based on 50 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 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
50 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 — +67% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+67% 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 — 60% buying

29 buying19 selling
Last quarter: 29 funds were net buyers (10 opened a brand new position + 19 added to an existing one). Only 19 were sellers (15 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 6 → 7 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 32% new

■ 28% conviction (2yr+) ■ 40% medium ■ 32% new
Of the 50 current holders: 14 (28%) held >2 years, 20 held 1–2 years, and 16 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.
➡️

Steady discovery — ~10 new funds/quarter

8 → 13 → 6 → 7 → 10 new funds/Q
New funds entering each quarter: 13 → 6 → 7 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 34% veterans, 50% new entrants

■ 34% veterans ■ 16% 1-2yr ■ 50% new
Of 50 current holders: 17 (34%) held 2+ years, 8 held 1–2 years, 25 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
9 of 50 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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 — MRSK

In 2026 Q1, 29 hedge funds were net buyers of MRSK (10 opened a new position, 19 added to an existing one), while 19 reduced or exited (15 trimmed, 4 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 35% of total institutional value in MRSK is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 50.

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

-- --

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

Is It Too Late to Buy Northern Lights Fd Tr (MRSK) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MRSK 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 · 83d ago
MRSK
+8.8%
SPY
+15.1%

MRSK outperformed SPY by -6.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
MRSK
+1.5%
SPY
+1.3%

Since the filing became public, MRSK outperformed SPY by +0.2% .

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.

0 top-rated funds 2 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: MRSK
50 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 50 44 13.64%
13F Shares 7M 8M -13.01%
Total Value $242M $301M -19.61%
New Positions 10 7 +3
Increased Positions 19 18 +1
Closed Positions 4 0 +4
Reduced Positions 15 15 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MRSK

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Financial Highlights

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Institutional Holders (2026 Q1)

50 + investors

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

QUARTER:
Top 25 MRSK holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Rps Advisory Solutions LLC 1.72% 85,991 $3.0M
4 RPg Family Wealth Advisory, LLC 1.69% 229,090 $8.1M
5 Toews Corp /Adv 1.09% 79,713 $2.8M
6 Strategic Equity Management 1.07% 80,324 $2.8M
7 Orion Porfolio Solutions, LLC 0.59% 1,947,613 $68.8M
8 Moneywise, INC. 0.24% 15,777 $558K
9 Silver Grove Financial Group, Inc. 0.23% 8,132 $287K
10 Ausdal Financial Partners, Inc. 0.22% 142,469 $5.0M
11 CFS Investment Advisory Services, LLC 0.21% 83,781 $3.1M
12 Capital Planning LLC 0.13% 11,069 $391K
13 TCP Asset Management, LLC 0.11% 24,805 $877K
14 Independent Advisor Alliance 0.10% 261,114 $9.2M
15 CreativeOne Wealth, LLC 0.07% 89,061 $3.1M
16 Silver Oak Securities, Incorporated 0.06% 24,889 $880K
17 Gwn Securities INC. 0.06% 9,235 $326K
18 Gts Securities LLC 0.06% 49,822 $1.8M
19 Dynamic Advisor Solutions LLC 0.06% 55,682 $2.0M
20 Osaic Holdings, INC. 0.03% 576,607 $20.4M
21 Kestra Private Wealth Services, LLC 0.02% 53,332 $1.9M
22 LPL Financial LLC 0.02% 2,286,322 $80.8M
23 GeoWealth Management, LLC 0.01% 7,082 $250K
24 Old Mission Capital LLC 0.01% 14,151 $500K
25 Centaurus Financial, INC. 0.01% 3,139 $111K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 60% buying: Last quarter: 29 funds were net buyers (10 opened a brand new position + 19 added to an existing one). Only 19 were sellers (15 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MRSK holders?

Strong quality — 35% AUM from major funds: 9 of 50 holders rank in the top 100 by AUM, accounting for 35% 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 — 28% long-term, 32% new: Of the 50 current holders: 14 (28%) held >2 years, 20 held 1–2 years, and 16 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.

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

As of today, MRSK has moved +1.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +0.2%. Since the quarter end (March 31, 2026), MRSK has gained +8.8% vs +15.1% 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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