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Disclosery

BUYW NORTHERN LTS FD TR IV

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CMN (fund)

58 managers (59 13F filers) reported a position in BUYW shares at 2025-06-30, 47,768,060 shares in all. 7 filers opened a position and 11 filers sold out during the quarter.

Managers
58
13F filers
59
New
7
Added
34
Reduced
10
Sold out
11
Shares held by filers
47,768,060

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC16,867,615$237M2.02%+1,290,47613F-HR/ATimeline
Main Management LLCin group Main Management ETF Advisors,…7,408,266$104M8.18%+178,98313F-HRTimelineGroup
LPL Financial LLC6,995,222$98.2M0.03%+2,715,56113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,386,872$89.7M0.16%+6,209,67913F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,205,620$31M+335,018Timeline
Encompass More Asset Management1,453,255$20.4M4.78%+5,98213F-HRTimeline
Virtue Capital Management, LLC1,246,072$17.5M3.22%+41,42613F-HRTimeline
CWM, LLCin group CWM, LLC876,073$12.3M0.04%+35,14113F-HRTimelineGroup
POTOMAC FUND MANAGEMENT INC /ADV514,136$7.25M0.41%+101,44213F-HR/ATimeline
San Luis Wealth Advisors LLC380,216$5.34M1.15%-13,34713F-HRTimeline
Madrona Financial Services, LLC318,485$4.47M1.07%+28813F-HRTimeline
GWN SECURITIES INC.315,552$4.43M0.82%+146,29513F-HRTimeline
Echo45 Advisors LLC295,373$4.15M2.62%-21413F-HRTimeline
WealthPLAN Partners, LLC267,995$3.76M0.61%+36,29513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC192,942$2.71M0.07%-1,47513F-HRTimelineGroup
Tactive Advisors, LLC182,831$2.57M0.83%13F-HRTimeline
Copley Financial Group, Inc.181,453$2.55M1.89%+32,58513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.169,628$2.38M0.01%+4,61713F-HRTimeline
Atria Investments, Inc148,668$2.09M0.02%+10,94913F-HRTimeline
Defined Financial Planning LLC141,533$2M1.77%+9,55313F-HRTimeline
Global Retirement Partners, LLC109,516$1.54M0.04%13F-HRTimeline
Pine Valley Investments Ltd Liability Co107,198$1.51M0.09%+16,16513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC103,696$1.46M0.04%+32,75413F-HRTimeline
Dynamic Advisor Solutions LLC102,447$1.44M0.04%+25,01013F-HRTimeline
INTEGRITY ALLIANCE, LLC.100,568$1.41M0.08%-141,26513F-HRTimeline
GeoWealth Management, LLC78,638$1.1M0.04%+17,60313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC62,989$884K<0.01%new13F-HRTimelineGroup
PFG Advisors58,524$822K0.04%+21,73513F-HRTimeline
First Horizon Advisors, Inc.51,555$724K0.02%+1,29613F-HRTimeline
Mutual Advisors, LLC48,777$689K0.02%+22013F-HRTimeline
Cambridge Investment Research Advisors,…48,523$681K<0.01%+13,74913F-HRTimeline
CFS Investment Advisory Services, LLC48,447$680K0.06%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,201$508K<0.01%new13F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED35,656$501K0.04%+22,70613F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC29,592$407K0.46%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP27,043$380K0.03%+11,02813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC24,531$344K0.03%+3,32313F-HRTimeline
Koshinski Asset Management, Inc.23,563$331K0.02%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,686$304K<0.01%+42713F-HRTimelineGroup
United Advisor Group, LLC19,441$273K0.05%new13F-HRTimeline
OLD MISSION CAPITAL LLC18,666$262K0.01%new13F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC16,139$227K0.17%-16,08713F-HRTimeline
Atria Wealth Solutions, Inc.14,667$206K<0.01%-166,66913F-HRTimeline
Sigma Planning Corp11,360$159K<0.01%-134,01213F-HRTimeline
HARBOUR INVESTMENTS, INC.4,987$70K<0.01%+8713F-HRTimeline
AE Wealth Management LLC4,760$66.8K<0.01%-45,46013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,000$56.2K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,488$34.9K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC1,274$17.9K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,038$14.6K<0.01%-4913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…788$11.1K<0.01%+28813F-HRTimelineGroup
Allworth Financial LP537$7.54K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…456$6.4K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC186$2.61K<0.01%+6313F-HRTimelineGroup
IFP Advisors, Inc130$1.84K<0.01%+213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY116$1.63K<0.01%+3113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN70$986<0.01%+6913F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.