Stock Ownership/ISMD

NORTHERN LTS FD TR IV (ISMD): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in ISMD. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
3
13F filers
Aggregate Value
$4.0M
Across holders
Last Price
$46.60
2026-10-08
Sector
—
GICS
Quarterly fund activity3 increased0 reduced0 exited
Institutional Holders of ISMD
↗
3 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
Hedge Fund43K$2.1M53.4%0.0%Added+$585KQ2 2026
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund33K$1.6M41.1%0.0%Added—Q2 2026
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund4K$220K5.5%0.0%Added—Q2 2026
TWO SIGMA INVESTMENTS, LPAdded
Hedge Fund
$2.1M· 53.4% of total· 0.0% port· 43K sh· +$585K QoQ· Q2 2026
CITADEL ADVISORS LLCAdded
Hedge Fund
$1.6M· 41.1% of total· 0.0% port· 33K sh· — QoQ· Q2 2026
AQR CAPITAL MANAGEMENT LLCAdded
Hedge Fund
$220K· 5.5% of total· 0.0% port· 4K sh· — QoQ· Q2 2026
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