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Disclosery

BUYW NORTHERN LTS FD TR IV

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CMN (fund)

66 managers (67 13F filers) reported a position in BUYW shares at 2025-09-30, 53,821,390 shares in all. 14 filers opened a position and 4 filers sold out during the quarter.

Managers
66
13F filers
67
New
14
Added
32
Reduced
16
Sold out
4
Shares held by filers
53,821,390

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC19,021,747$270M2.1%+2,154,13213F-HRTimeline
LPL Financial LLC10,837,170$154M0.04%+3,841,94813F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…7,632,798$108M7.95%+224,53213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,138,609$101M0.14%+751,73713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,242,141$31.9M+36,521Timeline
Encompass More Asset Management1,577,000$22.4M4.31%+123,74513F-HRTimeline
CWM, LLCin group CWM, LLC882,205$12.5M0.04%+6,13213F-HRTimelineGroup
POTOMAC FUND MANAGEMENT INC /ADV549,923$7.81M0.33%+35,78713F-HRTimeline
San Luis Wealth Advisors LLC421,293$5.99M1.08%+41,07713F-HR/ATimeline
Madrona Financial Services, LLC323,729$4.6M1.01%+5,24413F-HRTimeline
Echo45 Advisors LLC305,097$4.34M2.54%+9,72413F-HRTimeline
GWN SECURITIES INC.212,066$3.01M0.7%-103,48613F-HRTimeline
Cetera Investment Advisers203,760$2.9M<0.01%new13F-HRTimeline
Copley Financial Group, Inc.200,067$2.84M1.94%+18,61413F-HRTimeline
Tactive Advisors, LLC191,794$2.73M0.77%+8,96313F-HRTimeline
INTEGRITY ALLIANCE, LLC.167,986$2.39M0.11%+67,41813F-HRTimeline
Atria Investments, Inc150,186$2.13M0.02%+1,51813F-HRTimeline
Defined Financial Planning LLC147,399$2.1M1.74%+5,86613F-HRTimeline
Global Retirement Partners, LLC132,273$1.88M0.04%+22,75713F-HRTimeline
Pine Valley Investments Ltd Liability Co126,384$1.8M0.09%+19,18613F-HRTimeline
Foundations Investment Advisors, LLC126,317$1.79M0.03%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC114,124$1.62M0.04%+10,42813F-HRTimeline
Dynamic Advisor Solutions LLC114,048$1.62M0.05%+11,60113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC92,356$1.31M0.03%-100,58613F-HRTimelineGroup
Cambridge Investment Research Advisors,…88,534$1.26M<0.01%+40,01113F-HRTimeline
GeoWealth Management, LLC82,093$1.17M0.04%+3,45513F-HRTimeline
CFS Investment Advisory Services, LLC76,272$1.08M0.08%+27,82513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED72,587$1.03M0.08%+36,93113F-HRTimeline
PFG Advisors66,681$948K0.04%+8,15713F-HRTimeline
Silver Grove Financial Group, Inc.66,442$944K0.9%13F-HRTimeline
Ausdal Financial Partners, Inc.64,232$913K0.04%new13F-HRTimeline
United Advisor Group, LLC52,436$745K0.1%+32,99513F-HRTimeline
Mutual Advisors, LLC46,251$660K0.01%-2,52613F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC33,035$469K0.46%+3,44313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC28,948$411K0.02%+4,41713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP28,643$407K0.03%+1,60013F-HRTimeline
Gibbs Wealth Management26,615$378K0.09%new13F-HRTimeline
Koshinski Asset Management, Inc.23,544$335K0.02%-1913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC22,448$319K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,118$300K<0.01%-56813F-HRTimelineGroup
COLUMBIA ADVISORY PARTNERS LLC15,980$227K0.16%-15913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,581$207K<0.01%-48,40813F-HRTimelineGroup
Virtue Capital Management, LLC86$201K0.03%-1,245,98613F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,598$193K<0.01%+11,11013F-HRTimelineGroup
AE Wealth Management LLC12,043$171K<0.01%+7,28313F-HRTimeline
Sigma Planning Corp11,112$158K<0.01%-24813F-HRTimeline
Mach-1 Financial Group, LLC10,702$152K0.02%new13F-HRTimeline
Integrity Advisory Solutions, LLC10,702$152K0.02%13F-HRTimeline
HARBOUR INVESTMENTS, INC.5,443$77.3K<0.01%+45613F-HRTimeline
UBS Group AGin group UBS Group AG4,389$62.4K<0.01%new13F-HRTimelineGroup
Tripletail Wealth Management, LLC3,253$46.2K0.05%new13F-HRTimeline
GPS Wealth Strategies Group, LLC3,107$44.2K<0.01%new13F-HRTimeline
Advisory Services Network, LLC1,753$24.9K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,274$18.1K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,038$14.8K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…455$6.47K<0.01%-113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…454$6.45K<0.01%-33413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/314$4.46K<0.01%new13F-HR/ATimelineGroup
Allworth Financial LP195$2.77K<0.01%-34213F-HRTimeline
IFP Advisors, Inc123$1.75K<0.01%-713F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY116$1.65K<0.01%013F-HR/ATimelineGroup
Root Financial Partners, LLC115$1.63K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC106$1.51K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.55$781<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC44$625<0.01%-14213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$10<0.01%-6913F-HRTimelineGroup