Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Northern Lts Fd Tr IV (SECT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
56%

Smart Money Signals — SECT

Based on 111 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
111 hedge funds hold SECT 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 — +25% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+25% 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.
🟡

Slight buying edge — 56% buying

64 buying50 selling
Last quarter: 64 funds bought or added vs 50 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 17 → 15 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 32% medium ■ 25% new
48 out of 111 hedge funds have held SECT 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.
📊

Peak discovery — momentum slowing

12 → 16 → 17 → 15 → 13 new funds/Q
New funds entering each quarter: 16 → 17 → 15 → 13. SECT is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 41% veterans vs 36% newcomers

■ 41% veterans ■ 23% 1-2yr ■ 36% new
Entry-cohort mix of 111 holders: 46 (41%) are 2+ year veterans, 25 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 — 18% AUM from top-100

18% from top-100 AUM funds
9 of 111 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Institutional Sentiment Summary — SECT

In 2026 Q1, 64 hedge funds were net buyers of SECT (13 opened a new position, 51 added to an existing one), while 50 reduced or exited (37 trimmed, 13 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 111.

Hedge Fund Ownership: SECT

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

Market Analysis: SECT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SECT

-- --

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

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

Signal Freshness measures how much SECT 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 · 80d ago
SECT
+17.7%
SPY
+13.9%

SECT outperformed SPY by +3.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
SECT
+3.5%
SPY
+0.2%

Since the filing became public, SECT outperformed SPY by +3.3% .

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.

2 top-rated funds 3 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: SECT
111 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 111 111 -
13F Shares 37M 37M 0.09%
Total Value $2.21B $2.39B -7.52%
New Positions 13 15 -2
Increased Positions 51 44 +7
Closed Positions 13 9 +4
Reduced Positions 37 36 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SECT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

111 + investors

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

QUARTER:
Top 25 SECT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Orion Porfolio Solutions, LLC 8.99% 17,460,123 $1.05B
2 Copley Financial Group, Inc. 8.90% 244,231 $14.7M
3 AMG Asset Management Group, Inc. 7.45% 158,854 $9.6M
4 Silver Grove Financial Group, Inc. 7.44% 153,271 $9.3M
5 Madrona Financial Services, LLC 3.38% 255,600 $15.4M
6 Echo45 Advisors LLC 2.38% 70,132 $4.2M
7 Pacific Financial Group Inc 1.93% 59,179 $3.6M
8 CFC Planning Co LLC 1.80% 41,748 $2.5M
9 Potomac Fund Management Inc /Adv 1.75% 832,467 $50.3M
10 Encompass More Asset Management 1.71% 168,776 $10.2M
11 Gibbs Wealth Management 1.68% 212,191 $12.8M
12 Advantage Trust Co 1.26% 46,715 $2.8M
13 GeoWealth Management, LLC 1.17% 538,529 $32.5M
14 CreativeOne Wealth, LLC 1.02% 727,157 $43.9M
15 BAM Wealth Management, LLC 0.96% 21,166 $1.3M
16 Bravias Capital Group, LLC 0.87% 21,979 $1.3M
17 Lunt Capital Management, Inc. 0.87% 37,418 $2.3M
18 Synergy Investment Management, LLC 0.78% 39,304 $2.4M
19 Tactive Advisors, LLC 0.77% 45,083 $2.7M
20 Virtue Capital Management, LLC 0.64% 72,256 $4.2M
21 Osaic Holdings, INC. 0.55% 6,185,653 $373.6M
22 Balefire, LLC 0.55% 47,980 $2.9M
23 Gwn Securities INC. 0.50% 42,868 $2.6M
24 Integrity Alliance, LLC. 0.48% 211,079 $12.7M
25 Florida Financial Advisors, LLC 0.48% 32,955 $2.0M
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 (SECT)

What does the Smart Money Trend signal show for SECT?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for SECT?

Slight buying edge — 56% buying: Last quarter: 64 funds bought or added vs 50 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SECT holders?

Smaller funds dominant — 18% AUM from top-100: 9 of 111 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SECT?

43% of holders stayed for 2+ years: 48 out of 111 hedge funds have held SECT 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 (SECT) following the 2026 Q1 hedge fund 13F filings?

As of today, SECT has moved +3.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.3%. Since the quarter end (March 31, 2026), SECT has gained +17.7% vs +13.9% 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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