NORTHERN LTS FD TR IV

$IBD
13F holders
101
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 101 · Source: 13F-HR
01
Ballast Advisors LLC
02
Svb Financial Group
03
Rubric Capital Management LP
04
Modern Wealth Management, LLC
05
Rings Capital Management LLC
06
Taconic Capital Advisors LP
07
Vantage Financial Partners, LLC
08
One Wealth Map LLC
09
Hm Payson & Co.
10
Fpr Partners LLC

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 101 13F holders · Pro →

Smart Money · top-200 alpha cohort

1 holders · Q1 2026

Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $IBD in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $IBD in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $IBD lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $IBD — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:51 UTC.