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

109 funds reported holding $244M of NORTHERN LTS FD TR IV in their latest 13F filings; in Q2 2026 funds net bought $6.45M, with 26 new positions and 11 funds selling out.

Famous investors holding ISMD

Largest institutional holders of ISMD

  1. Inspire Advisors, LLC — $78.9M
  2. OneAscent Financial Services LLC — $39.7M
  3. Christian Investment Advisors, Inc. — $16.8M
  4. LPL Financial LLC — $13.1M
  5. PAX Financial Group, LLC — $10.0M
  6. Inspire Investing, LLC — $8.38M
  7. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — $3.94M
  8. Sound Financial Strategies Group, LLC — $3.92M
  9. Simplicity Wealth,LLC — $3.62M
  10. SILVER OAK SECURITIES, INCORPORATED — $3.54M

All ISMD 13F holders