Northern LTS Fund Tr IV (IBD): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 6, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 111

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$23.77

-0.4% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of IBD (all 13F filers)

Inspire Advisors4.1 MType not verified−225 K
Faithward Advisors1.7 MType not verified+54 K
Creative Financial Designs968 KType not verified−88 K
LPL Financial823 KWealth adviser+208 K
Bare Financial Services795 KType not verified+25 K
Inspire Investing769 KType not verified−220 K
OneAscent Financial Services549 KType not verified−115 K
PAX Financial Group349 KType not verified+4,669
Plan A Wealth322 KWealth adviser+25 K
United Capital Financial Advisors267 KType not verified+42 K

Filer	Type
Inspire Advisors	Type not verified	4.1 M	−225 K	$97.5M
Faithward Advisors	Type not verified	1.7 M	+54 K	$40.8M
Creative Financial Designs	Type not verified	968 K	−88 K	$23.0M
LPL Financial	Wealth adviser	823 K	+208 K	$19.6M
Bare Financial Services	Type not verified	795 K	+25 K	$18.9M
Inspire Investing	Type not verified	769 K	−220 K	$18.3M
OneAscent Financial Services	Type not verified	549 K	−115 K	$13.0M
PAX Financial Group	Type not verified	349 K	+4,669	$8.3M
Plan A Wealth	Wealth adviser	322 K	+25 K	$7.7M
United Capital Financial Advisors	Type not verified	267 K	+42 K	$6.4M

Inspire Advisors
Shares
4.1 M
Change
−225 K
See more
Type
Type not verified
Value
$97.5M
Faithward Advisors
Shares
1.7 M
Change
+54 K
See more
Type
Type not verified
Value
$40.8M
Creative Financial Designs
Shares
968 K
Change
−88 K
See more
Type
Type not verified
Value
$23.0M
LPL Financial
Shares
823 K
Change
+208 K
See more
Type
Wealth adviser
Value
$19.6M
Bare Financial Services
Shares
795 K
Change
+25 K
See more
Type
Type not verified
Value
$18.9M
Inspire Investing
Shares
769 K
Change
−220 K
See more
Type
Type not verified
Value
$18.3M
OneAscent Financial Services
Shares
549 K
Change
−115 K
See more
Type
Type not verified
Value
$13.0M
PAX Financial Group
Shares
349 K
Change
+4,669
See more
Type
Type not verified
Value
$8.3M
Plan A Wealth
Shares
322 K
Change
+25 K
See more
Type
Wealth adviser
Value
$7.7M
United Capital Financial Advisors
Shares
267 K
Change
+42 K
See more
Type
Type not verified
Value
$6.4M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗