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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 2025-03-31, 52,305,213 shares in all. 9 filers opened a position and 9 filers sold out during the quarter.

Managers
62
13F filers
63
New
9
Added
28
Reduced
20
Sold out
9
Shares held by filers
52,305,213

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Orion Porfolio Solutions, LLC15,577,139$214M2.1%+731,31413F-HRTimeline
Orion Portfolio Solutions, LLC15,577,139$214M2.1%+731,31413F-HR/ATimeline
Main Management LLCin group Main Management ETF Advisors,…7,229,283$99.3M8.74%+192,57213F-HRTimelineGroup
LPL Financial LLC4,279,661$58.8M0.02%+1,993,22613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,870,602$25.7M+272,290Timeline
Encompass More Asset Management1,447,273$19.9M5.93%-5,62913F-HRTimeline
Virtue Capital Management, LLC1,204,646$16.5M1.93%-5,99613F-HRTimeline
CWM, LLCin group CWM, LLC840,932$11.5M0.05%+689,32413F-HRTimelineGroup
San Luis Wealth Advisors LLC393,563$5.4M1.22%+56,25913F-HR/ATimeline
POTOMAC FUND MANAGEMENT INC /ADV412,694$5.4M2.37%+130,59413F-HR/ATimeline
Madrona Financial Services, LLC318,197$4.37M1.2%+11,55713F-HRTimeline
Echo45 Advisors LLC295,587$4.06M2.71%-97813F-HRTimeline
INTEGRITY ALLIANCE, LLC.241,833$3.32M0.13%+90,38313F-HRTimeline
WealthPLAN Partners, LLC231,700$3.18M0.45%+54,58913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC194,417$2.67M0.08%-6,74213F-HRTimelineGroup
Atria Wealth Solutions, Inc.181,336$2.49M0.03%+5,37113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.177,193$2.43M0.01%-5,373,62213F-HRTimelineGroup
GWN SECURITIES INC.169,257$2.33M0.13%+145,08513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.165,011$2.27M0.01%+21,30613F-HRTimeline
Copley Financial Group, Inc.148,868$2.04M1.56%-3,78213F-HR/ATimeline
Sigma Planning Corp145,372$2M0.06%+53,68113F-HRTimeline
Atria Investments, Inc137,719$1.89M0.02%+19,27313F-HRTimeline
Defined Financial Planning LLC131,980$1.82M1.84%+18,78813F-HRTimeline
Pine Valley Investments Ltd Liability Co91,033$1.25M0.08%+55,33313F-HRTimeline
TOWNSQUARE CAPITAL LLC79,642$1.09M0.01%-20,04213F-HRTimeline
Dynamic Advisor Solutions LLC77,437$1.06M0.04%+48,45413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC70,942$974K0.03%+9,45913F-HRTimeline
Cooper Financial Group62,171$854K0.11%-36913F-HRTimeline
GeoWealth Management, LLC61,035$838K0.03%+2,18313F-HRTimeline
First Horizon Advisors, Inc.50,259$690K0.02%-1,81013F-HRTimeline
AE Wealth Management LLC50,220$690K0.01%-84,57913F-HRTimeline
Mutual Advisors, LLC48,557$656K0.02%+69813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,222$525K<0.01%+22,44813F-HRTimelineGroup
PFG Advisors36,789$505K0.03%+7,80613F-HRTimeline
Cambridge Investment Research Advisors,…34,774$477K<0.01%-4,53413F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC32,226$442K0.38%-13,39913F-HRTimeline
Mission Financial Group, LLC30,113$424K0.39%13F-HRTimeline
Gibbs Wealth Management30,563$420K0.1%-2,02613F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC29,592$406K0.46%+3,49313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,259$292K<0.01%-2,64813F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC21,208$291K0.03%new13F-HR/ATimeline
MONEY CONCEPTS CAPITAL CORP16,015$220K0.02%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,950$177K0.02%new13F-HR/ATimeline
TCP Asset Management, LLC10,076$138K0.03%013F-HRTimeline
Synergy Investment Management, LLC7,837$109K0.05%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,900$67.3K<0.01%+1,01813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,849$66.6K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,000$54.9K<0.01%-7,30013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,685$21.4K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC1,274$17.5K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,087$15K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO989$13.6K<0.01%new13F-HRTimelineGroup
Allworth Financial LP537$7.28K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…500$6.87K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…456$6.26K<0.01%-213F-HRTimelineGroup
Painted Porch Advisors LLC203$2.79K<0.01%new13F-HRTimeline
IFP Advisors, Inc128$1.78K<0.01%-18,30913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC123$1.69K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY85$1.17K<0.01%-20013F-HRTimelineGroup
Continuum Advisory, LLC74$1.02K<0.01%-313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$16<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,80013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.