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Disclosery

BUYW NORTHERN LTS FD TR IV

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CMN (fund)

70 managers (71 13F filers) reported a position in BUYW shares at 2026-06-30, 76,669,283 shares in all. 12 filers opened a position and 12 filers sold out during the quarter.

Managers
70
13F filers
71
New
12
Added
37
Reduced
16
Sold out
12
Shares held by filers
76,669,283

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Orion Porfolio Solutions, LLC23,594,578$341M2.61%+900,42813F-HRTimeline
LPL Financial LLC22,846,738$330M0.07%+4,786,72013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…10,166,319$147M9.87%-406,25813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,411,816$107M0.13%+71,68113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,587,285$37.4M-108,275Timeline
San Luis Wealth Advisors LLC1,220,457$17.6M2.65%+354,46713F-HRTimeline
Encompass More Asset Management1,129,401$16.3M2.4%+31,28813F-HRTimeline
Madrona Financial Services, LLC941,305$13.6M2.51%+1,38613F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV792,716$11.5M0.29%+79,14013F-HRTimeline
Virtue Capital Management, LLC614,069$8.87M1.18%-11,14013F-HRTimeline
AMG Asset Management Group, Inc.582,661$8.42M5.27%+17,52413F-HRTimeline
Ashton Thomas Private Wealth, LLC416,325$6.02M0.13%+60,23313F-HRTimeline
Echo45 Advisors LLC344,192$4.97M2.57%+22,66113F-HRTimeline
GWN SECURITIES INC.287,577$4.16M0.69%+39,86213F-HRTimeline
World Investment Advisors259,061$3.74M0.06%-23,63913F-HRTimeline
Cambridge Investment Research Advisors,…255,482$3.69M0.01%+73,35613F-HR/ATimeline
Copley Financial Group, Inc.245,634$3.55M2.15%+26,13013F-HRTimeline
Cetera Investment Advisers240,604$3.48M<0.01%-25,07113F-HRTimeline
Global Retirement Partners, LLC217,126$3.14M0.05%13F-HRTimeline
Tactive Advisors, LLC207,434$3M0.74%+2,21113F-HRTimeline
Pine Valley Investments Ltd Liability Co182,142$2.63M0.11%+18,95813F-HRTimeline
Dynamic Advisor Solutions LLC179,870$2.6M0.07%+35,51413F-HRTimeline
INTEGRITY ALLIANCE, LLC.168,750$2.44M0.08%+2,64413F-HRTimeline
Sonoma Allocations LLC161,272$2.33M0.73%+47,73813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC160,679$2.32M0.04%-8,76513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED126,949$1.83M0.11%-41413F-HRTimeline
GeoWealth Management, LLC115,075$1.66M0.05%+23,27213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC112,624$1.63M0.04%+9,08013F-HRTimelineGroup
Silver Grove Financial Group, Inc.84,689$1.22M0.66%+3,82113F-HRTimeline
United Advisor Group, LLC82,863$1.2M0.13%+13,87013F-HRTimeline
CFS Investment Advisory Services, LLC79,806$1.16M0.08%+29113F-HRTimeline
Tortuga Wealth Management, Inc79,634$1.15M0.87%+6,26613F-HRTimeline
Astoria Portfolio Advisors LLC.74,790$1.08M0.18%+1,11113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC73,927$1.07M<0.01%+44,27413F-HRTimelineGroup
Ausdal Financial Partners, Inc.73,166$1.06M0.04%-1,05313F-HRTimeline
Mutual Advisors, LLC69,475$1M0.02%+11,71313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC69,226$1M0.01%+34,11013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC53,377$771K0.08%+15,33613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP31,612$457K0.02%+2,10013F-HRTimeline
PFG Advisors29,537$427K0.02%+2,03813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC29,520$427K0.02%+24413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,059$405K<0.01%new13F-HRTimelineGroup
Koshinski Asset Management, Inc.27,584$399K0.02%+1,61213F-HRTimeline
Integrity Advisory Solutions, LLC24,565$355K0.04%+6,63713F-HRTimeline
Mission Financial Group, LLC21,385$309K0.26%13F-HRTimeline
Signal Advisors Wealth, LLC20,336$294K0.02%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,125$291K<0.01%-41013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.19,700$285K<0.01%-1,72813F-HRTimeline
Balefire, LLC17,073$247K0.04%-1,49013F-HRTimeline
Triad Wealth Partners, LLC15,766$229K0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,848$215K<0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC10,976$159K<0.01%new13F-HRTimeline
PACIFIC FINANCIAL GROUP INC10,742$155K0.07%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,258$148K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC10,015$145K<0.01%+81013F-HRTimeline
Synergy Investment Management, LLC8,060$116K0.03%-3113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,896$56.3K<0.01%+3,23913F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,488$36K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,038$15K<0.01%013F-HRTimeline
CoreCap Advisors, LLC987$14.3K<0.01%-28713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…558$8.06K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…435$6.29K<0.01%-43513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…325$4.7K<0.01%-10,49613F-HRTimelineGroup
Fortis Group Advisors, LLC74$1.07K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC55$795<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP54$778<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc50$722<0.01%-2913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY41$592<0.01%new13F-HRTimelineGroup
Buck Wealth Strategies, LLC26$376<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$13<0.01%013F-HRTimelineGroup