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Disclosery

BUYW NORTHERN LTS FD TR IV

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CMN (fund)

62 managers (63 13F filers) reported a position in BUYW shares at 2024-12-31, 52,523,595 shares in all. 10 filers opened a position and 3 filers sold out during the quarter.

Managers
62
13F filers
63
New
10
Added
32
Reduced
9
Sold out
3
Shares held by filers
52,523,595

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Orion Porfolio Solutions, LLC14,845,825$207M2.06%+1,000,26013F-HRTimeline
Orion Portfolio Solutions, LLC14,845,825$207M2.06%+1,000,26013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…7,036,711$98.1M8.02%+303,95213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,550,815$75.1M0.17%+737,40913F-HR/ATimelineGroup
LPL Financial LLC2,286,435$31.9M0.01%+1,068,78013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,598,312$22.3M+338,050Timeline
Encompass More Asset Management1,452,902$20.3M6.69%-8,39013F-HRTimeline
Virtue Capital Management, LLC1,210,642$16.9M3.4%+16,07713F-HRTimeline
San Luis Wealth Advisors LLC337,304$4.7M0.89%new13F-HRTimeline
Madrona Financial Services, LLC306,640$4.27M1.16%-587,69313F-HRTimeline
Echo45 Advisors LLC296,565$4.14M2.72%-269,86313F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV282,100$3.93M0.23%13F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC201,159$2.8M0.09%+8,91813F-HRTimelineGroup
WealthPLAN Partners, LLC177,111$2.47M0.35%+129,74313F-HRTimeline
Atria Wealth Solutions, Inc.175,965$2.45M0.03%+73,00713F-HRTimeline
Copley Financial Group, Inc.152,650$2.13M1.63%+47,57213F-HRTimeline
CWM, LLCin group CWM, LLC151,608$2.11M0.01%+15,40313F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.151,450$2.11M0.23%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.143,705$2M0.01%+12,71713F-HRTimeline
AE Wealth Management LLC134,799$1.88M0.02%new13F-HRTimeline
Atria Investments, Inc118,446$1.65M0.02%+6,91613F-HRTimeline
Defined Financial Planning LLC113,192$1.58M1.68%13F-HRTimeline
TOWNSQUARE CAPITAL LLC99,684$1.39M0.02%+9,64513F-HRTimeline
Sigma Planning Corp91,691$1.28M0.04%+41,86913F-HRTimeline
Cooper Financial Group62,540$872K0.1%+18,69713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC61,483$857K0.03%+15,82313F-HRTimeline
GeoWealth Management, LLC58,852$820K0.03%-7,69213F-HRTimeline
First Horizon Advisors, Inc.52,069$726K0.02%+4,70013F-HRTimeline
Mutual Advisors, LLC47,859$672K0.02%+1,98413F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC45,625$636K0.59%-180,28213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC45,372$632K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC41,261$575K0.02%+33,48113F-HRTimeline
Cambridge Investment Research Advisors,…39,308$548K<0.01%+69213F-HRTimeline
Pine Valley Investments Ltd Liability Co35,700$498K0.03%new13F-HRTimeline
Gibbs Wealth Management32,589$454K0.12%+56913F-HRTimeline
Dynamic Advisor Solutions LLC28,983$404K0.02%+8,22513F-HRTimeline
PFG Advisors28,983$404K0.02%+8,22513F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC26,099$364K0.41%13F-HRTimeline
GWN SECURITIES INC.24,172$339K0.09%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC23,907$333K<0.01%+30513F-HRTimelineGroup
IFP Advisors, Inc18,437$257K0.01%+81113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,774$220K<0.01%new13F-HRTimelineGroup
WORLD EQUITY GROUP, INC.13,634$190K0.04%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC11,300$158K<0.01%-4,66213F-HRTimeline
GK Wealth Management LLC10,500$146K0.19%13F-HRTimeline
TCP Asset Management, LLC10,076$140K0.03%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC10,002$139K0.06%-13313F-HRTimeline
Synergy Investment Management, LLC7,837$109K0.05%13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,882$54.1K<0.01%+20713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,800$25.4K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,274$17.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,087$15.2K<0.01%-13013F-HRTimeline
Allworth Financial LP537$7.58K<0.01%+4213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…458$6.38K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY285$3.97K<0.01%+8513F-HR/ATimelineGroup
FSC Wealth Advisors, LLC167$2.33K<0.01%new13F-HRTimeline
Continuum Advisory, LLC77$1.07K<0.01%+313F-HRTimeline
Coppell Advisory Solutions LLC65$904<0.01%new13F-HRTimeline
Avior Wealth Management, LLC27$376<0.01%new13F-HRTimeline
Crewe Advisors LLC24$335<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP14$196<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$3<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.