# NORTHERN LTS FD TR IV (IBD)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IBD/

- Reporting holders: 7
- Reported value: $22.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Plan A Wealth LLC](https://holderbook.com/funds/2093645-plan-a-wealth-llc/) | $9.1M | 395,821 | 3.3% | 8 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $5.9M | 256,141 | 1.3% | 24 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $2.9M | 126,387 | 0.7% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.5M | 107,607 | 0.0% | 3 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.1M | 46,522 | 0.1% | 9 |
| [Pioneer Wealth Management Group](https://holderbook.com/funds/1973339-pioneer-wealth-management-group/) | $542.9K | 23,605 | 0.1% | 6 |
| [MRA Advisory Group](https://holderbook.com/funds/1841816-mra-advisory-group/) | $343.2K | 14,923 | 0.1% | 3 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $55 | 2,374 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $22.3M |
| Q2 2026 | 110 | $367.0M |
| Q1 2026 | 105 | $392.1M |
| Q4 2025 | 100 | $354.7M |
| Q3 2025 | 97 | $317.6M |
| Q2 2025 | 95 | $291.5M |
| Q1 2025 | 92 | $289.1M |
| Q4 2024 | 88 | $288.8M |
| Q3 2024 | 81 | $282.2M |
| Q2 2024 | 71 | $270.5M |
| Q1 2024 | 64 | $209.0M |
| Q4 2023 | 65 | $212.7M |