NORTHERN LTS FD TR IV

$ISMD
13F holders
87
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 87 · Source: 13F-HR
01
Ballast Advisors LLC
02
Rings Capital Management LLC
03
Taconic Capital Advisors LP
04
One Wealth Map LLC
05
NewGen Equity Long/Short Fund
06
Svb Financial Group
07
Orrstown Financial Services Inc.
08
Vantage Financial Partners, LLC
09
Neumann Capital Management, LLC
10
Jag Capital Management, 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 87 13F holders · Pro →

Smart Money · top-200 alpha cohort

2 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 $ISMD in the recent window.

Congress trades · last 90 days

No Congress trades

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

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $ISMD lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $ISMD — 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 09:35 UTC.