IBD · Insider trading · 13F holders · Congress trades
Northern Lts Fd Tr IV (IBD)
Who is buying and selling IBD: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 23
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IBD at a glance
- No open-market insider purchases or sales of IBD were filed in the last 90 days.
- 23 13F filers hold IBD among their 50 largest positions, worth $261.9M combined. The biggest bets by portfolio weight are Inspire Advisors, LLC (6.8%), Faithward Advisors, LLC (5.0%) and Bare Financial Services, Inc (4.3%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
- No member of Congress has disclosed a trade in IBD.
IBD insider trading
No open-market insider purchases or sales of IBD were filed in the last 90 days.
Who owns IBD? Hedge funds and superinvestors
23 13F filers hold IBD among their 50 largest positions, worth $261.9M combined. The biggest bets by portfolio weight are Inspire Advisors, LLC (6.8%), Faithward Advisors, LLC (5.0%) and Bare Financial Services, Inc (4.3%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Inspire Advisors, LLCWealth manager | 6.8% | $97.5M | 4,102,463 | -5.2% shares | Q2 2026 |
| Faithward Advisors, LLCWealth manager | 5.0% | $40.8M | 1,715,901 | +3.3% shares | Q2 2026 |
| Creative Financial Designs Inc /advInvestment manager | 1.1% | $23.0M | 968,280 | -8.3% shares | Q2 2026 |
| Inspire Investing, LLCMutual fund manager | 0.8% | $19.3M | 838,148 | +9.0% shares | Q3 2026 |
| Bare Financial Services, IncWealth manager | 4.3% | $18.9M | 795,094 | +3.3% shares | Q2 2026 |
| OneAscent Financial Services LLCWealth manager | 0.6% | $13.0M | 548,881 | -17.3% shares | Q2 2026 |
| Plan A Wealth LLCWealth manager | 3.3% | $9.1M | 395,821 | +22.9% shares | Q3 2026 |
| PAX Financial Group, LLCWealth manager | 1.2% | $8.3M | 348,665 | +1.4% shares | Q2 2026 |
| Legacy Wealth Asset Management, LLCWealth manager | 1.3% | $5.9M | 256,141 | +38.6% shares | Q3 2026 |
| LVZ, Inc.Wealth manager | 0.5% | $4.6M | 198,088 | +0.2% shares | Q3 2026 |
| Range Financial Group LLCWealth manager | 1.3% | $4.5M | 196,002 | +28.3% shares | Q3 2026 |
| WorthPointe, LLCWealth manager | 0.9% | $3.7M | 154,171 | -25.5% shares | Q2 2026 |
| OneAscent Investment Solutions LLCMutual fund manager | 3.3% | $3.5M | 147,937 | -4.0% shares | Q2 2026 |
| TrueWealth Advisors, LLCWealth manager | 0.7% | $2.9M | 126,387 | +2.2% shares | Q3 2026 |
| Optivise Advisory Services LLCWealth manager | 0.6% | $1.3M | 57,352 | +11.1% shares | Q3 2026 |
| Cornerstone Financial Management LLCWealth manager | 1.0% | $1.3M | 53,339 | -13.4% shares | Q2 2026 |
| HFG Wealth Management, LLCWealth manager | 1.0% | $956K | 40,229 | +0.0% shares | Q3 2026 |
| LifeGuide Financial Advisors, LLCWealth manager | 0.2% | $770K | 33,466 | +13.3% shares | Q3 2026 |
| Littlejohn Financial Services, Inc.Wealth manager | 0.5% | $744K | 31,298 | — | Q2 2026 |
| Larry Mathis Financial Planning, LLCWealth manager | 0.5% | $593K | 25,762 | — | Q3 2026 |
| Pioneer Wealth Management GroupWealth manager | 0.1% | $543K | 23,605 | +0.0% shares | Q3 2026 |
| RMG Wealth Management LLCWealth manager | 0.1% | $542K | 23,235 | — | Q3 2026 |
| Christian Investment Advisors, Inc.Wealth manager | 0.1% | $207K | 8,706 | -57.8% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 12, Q2 2026: 11). Screen IBD in the grand portfolio →
IBD stock trades by members of Congress
No member of Congress has disclosed a trade in IBD.
IBD questions and answers
Are insiders buying IBD stock?
No open-market insider purchases or sales of IBD were filed in the last 90 days.
Which hedge funds own IBD?
23 13F filers hold IBD among their 50 largest positions, worth $261.9M combined. The biggest bets by portfolio weight are Inspire Advisors, LLC (6.8%), Faithward Advisors, LLC (5.0%) and Bare Financial Services, Inc (4.3%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
Has Congress traded IBD?
No member of Congress has disclosed a trade in IBD.
Who is the largest holder of IBD?
Among 13F filers, Inspire Advisors, LLC reports the largest IBD position, $97.5M (4,102,463 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Inspire Advisors, LLC's: 6.8% of its portfolio.
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