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Disclosery

ISMD NORTHERN LTS FD TR IV

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ETF (fund)

94 managers (95 13F filers) reported a position in ISMD shares at 2026-03-31, 4,759,403 shares in all. 12 filers opened a position and 9 filers sold out during the quarter.

Managers
94
13F filers
95
New
12
Added
42
Reduced
21
Sold out
9
Shares held by filers
4,759,403

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Inspire Investing, LLCgroup of 2 filers holding1,445,003$57.8M+2,322Timeline
OneAscent Financial Services LLCin group OneAscent Financial Services …776,568$31M1.68%+681,95413F-HRTimelineGroup
Christian Investment Advisors, Inc.361,249$15M9.46%-10,59113F-HRTimeline
LPL Financial LLC214,359$8.57M<0.01%+7,80413F-HRTimeline
PAX Financial Group, LLC199,934$7.99M1.36%+2,25313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC144,528$5.78M0.13%+139,33913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC94,887$3.79M<0.01%+35,77913F-HRTimelineGroup
Sound Financial Strategies Group, LLC77,651$3.1M2.12%+31,72713F-HRTimeline
AlphaStar Capital Management, LLC67,386$2.69M0.2%+75613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED66,190$2.65M0.19%+55,68913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…56,698$2.3M0.01%-67,76913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV49,957$2M0.12%-131,55713F-HRTimeline
UBS Group AGin group UBS Group AG41,535$1.66M<0.01%-70013F-HRTimelineGroup
WorthPointe, LLC40,193$1.61M0.44%-14,77513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC38,359$1.53M<0.01%new13F-HRTimelineGroup
GTS SECURITIES LLC36,719$1.47M0.05%+11,32513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…35,546$1.42M0.04%+2,25413F-HR/ATimelineGroup
Cetera Investment Advisers35,377$1.41M<0.01%+3,04513F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…34,285$1.37M<0.01%new13F-HRTimelineGroup
CARLSON FINANCIAL, INC.31,562$1.26M0.74%+24813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP31,100$1.24M<0.01%+19,90013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…30,088$1.2M0.01%+2,44113F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV29,025$1.16M0.06%+6,64213F-HRTimeline
LVZ, Inc.28,811$1.15M0.13%-1,25513F-HRTimeline
Independent Advisor Alliance27,900$1.12M0.01%new13F-HRTimeline
Bare Financial Services, Inc27,703$1.11M0.29%-83413F-HRTimeline
Cornerstone Financial Management LLC26,408$1.06M0.97%+1,72113F-HR/ATimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth25,265$1.01M0.01%+8,10413F-HRTimelineGroup
Financial Advisory Corp21,610$864K0.12%+58713F-HRTimeline
Frontier Asset Management, LLC21,483$859K0.18%-1,27313F-HRTimeline
FAMILY WEALTH PARTNERS, LLC21,079$843K0.29%+7,26413F-HRTimeline
Cambridge Investment Research Advisors,…20,803$832K<0.01%+26913F-HRTimeline
TRUST POINT INC.19,796$791K0.07%+5,20513F-HRTimeline
Koss-Olinger Consulting, LLC18,988$759K0.06%013F-HRTimeline
CWM, LLCin group CWM, LLC18,494$739K<0.01%-99313F-HRTimelineGroup
AE Wealth Management LLC17,585$703K<0.01%+5,73813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,188$687K<0.01%+1,90413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP16,795$662K<0.01%+7,63513F-HRTimelineGroup
RMG Wealth Management LLC14,136$642K0.07%new13F-HRTimeline
IFP Advisors, Inc14,968$598K0.01%+38313F-HRTimeline
Revisor Wealth Management LLC14,716$590K0.16%-70513F-HRTimeline
Providence Financial Advisors, LLC14,333$573K0.33%+1,80613F-HRTimeline
Keel Point, LLC14,331$573K0.04%013F-HRTimeline
Sterling Investment Advisors, Ltd.14,300$572K0.1%013F-HRTimeline
Farther Finance Advisors, LLC13,658$550K0.01%new13F-HRTimeline
Faithward Advisors, LLC13,274$531K0.08%-34113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,752$470K<0.01%013F-HRTimeline
Gateway Wealth Partners, LLC11,586$463K0.02%+5,70913F-HRTimeline
Sanctuary Advisors, LLC11,506$460K<0.01%-11,50613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,397$456K<0.01%+2,82513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,405$416K<0.01%-1,48213F-HRTimelineGroup
Geneos Wealth Management Inc.9,995$400K0.01%+7,21613F-HRTimeline
HARBOUR INVESTMENTS, INC.9,093$363K0.01%+4,34113F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.8,793$351K0.07%+1,01413F-HRTimeline
RFG Advisory, LLC7,711$308K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,606$304K<0.01%-20413F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…7,369$295K0.02%+49613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,318$292K<0.01%-40513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,989$279K<0.01%+6,10713F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC6,501$260K0.04%-25613F-HRTimeline
Strategic Blueprint, LLC5,935$237K0.01%+28313F-HRTimeline
Simplicity Wealth,LLC5,892$235K0.01%+64513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …5,568$223K<0.01%new13F-HRTimelineGroup
Waverly Advisors, LLC5,347$214K<0.01%013F-HRTimeline
Harvest Investment Services, LLC5,061$202K0.04%-2,30613F-HRTimeline
Larry Mathis Financial Planning, LLC5,011$200K0.18%new13F-HRTimeline
Cornerstone Planning Group LLC4,189$189K0.03%+1213F-HRTimeline
TopTier Wealth Management, LLC2,653$106K0.07%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,581$103K<0.01%+1,57013F-HRTimelineGroup
HOWE & RUSLING INC2,573$103K0.01%013F-HRTimeline
Fairman Group, LLC2,544$102K0.09%-4,17813F-HRTimeline
Arax Advisory Partners2,357$94.2K<0.01%013F-HRTimeline
Root Financial Partners, LLC1,643$65.7K<0.01%new13F-HRTimeline
MCF Advisors LLC1,539$61.7K<0.01%-59813F-HRTimeline
CoreCap Advisors, LLC1,285$51.4K<0.01%-80313F-HRTimeline
AdvisorNet Financial, Inc1,155$46.2K<0.01%new13F-HRTimeline
MAI Capital Management822$32.9K<0.01%013F-HRTimeline
Blue Trust, Inc.812$32.5K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA625$25K<0.01%+5013F-HRTimeline
Values First Advisors, Inc.416$16.6K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/370$14.8K<0.01%+7513F-HRTimeline
Noble Wealth Management PBC300$12K0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.246$9.83K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC237$9.47K<0.01%013F-HRTimeline
CX Institutional148$6K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC148$5.93K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…87$3.48K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…75$2.98K<0.01%013F-HRTimelineGroup
IAG Wealth Partners, LLC63$2.52K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC10$400<0.01%+913F-HRTimelineGroup
Allworth Financial LP10$400<0.01%013F-HRTimeline
GeoWealth Management, LLC1$40<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$32<0.01%+113F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$8<0.01%013F-HR/ATimelineGroupAmount filed as zero, left out of ratios.