IBD NORTHERN LTS FD TR IV: institutional ownership and insider trading

116 funds reported holding $364M of NORTHERN LTS FD TR IV in their latest 13F filings; in Q2 2026 funds net sold $32.7M, with 19 new positions and 14 funds selling out.

Famous investors holding IBD

Largest institutional holders of IBD

  1. Inspire Advisors, LLC — $97.5M
  2. Faithward Advisors, LLC — $40.8M
  3. CREATIVE FINANCIAL DESIGNS INC /ADV — $23.0M
  4. LPL Financial LLC — $19.6M
  5. Inspire Investing, LLC — $19.3M
  6. Bare Financial Services, Inc — $18.9M
  7. OneAscent Financial Services LLC — $13.0M
  8. Plan A Wealth LLC — $9.10M
  9. PAX Financial Group, LLC — $8.29M
  10. UNITED CAPITAL FINANCIAL ADVISORS, LLC — $6.35M

All IBD 13F holders