IBD NORTHERN LTS FD TR IV
FollowETF (fund)
Filings received so far for Q3 2026: 8 13F filers report a position in IBD shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Plan A Wealth LLC | 395,821 | $9.1M | 3.25% | +73,780 | 13F-HRTimeline |
| Legacy Wealth Asset Management, LLC | 256,141 | $5.89M | 1.29% | +71,372 | 13F-HRTimeline |
| TrueWealth Advisors, LLC | 126,387 | $2.91M | 0.65% | +2,703 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 107,607 | $2.47M | 0.02% | +2,474 | 13F-HRTimeline |
| First Heartland Consultants, Inc. | 46,522 | $1.07M | 0.07% | +2,080 | 13F-HRTimeline |
| Pioneer Wealth Management Group | 23,605 | $543K | 0.13% | 0 | 13F-HRTimeline |
| MRA Advisory Group | 14,923 | $343K | 0.13% | +196 | 13F-HRTimeline |
| CX Institutional | 2,374 | $55K | <0.01% | new | 13F-HRTimeline |