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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 2025-12-31, 64,788,098 shares in all. 8 filers opened a position and 9 filers sold out during the quarter.

Managers
66
13F filers
67
New
8
Added
43
Reduced
8
Sold out
9
Shares held by filers
64,788,098

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC21,709,890$311M2.28%+2,688,14313F-HRTimeline
LPL Financial LLC14,725,588$211M0.06%+3,888,41813F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…8,036,358$115M8.28%+403,56013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,510,759$108M0.16%+372,15013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,575,401$36.9M+333,260Timeline
Encompass More Asset Management2,418,219$34.6M6.42%+841,21913F-HRTimeline
Virtue Capital Management, LLC1,240,039$17.7M2.73%+1,239,95313F-HR/ATimeline
CWM, LLCin group CWM, LLC939,710$13.5M0.04%+57,50513F-HRTimelineGroup
San Luis Wealth Advisors LLC789,794$11.3M1.89%+368,50113F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV703,090$10.1M0.37%+153,16713F-HRTimeline
Madrona Financial Services, LLC328,498$4.7M1.01%+4,76913F-HRTimeline
Echo45 Advisors LLC310,407$4.45M2.54%+5,31013F-HRTimeline
Cetera Investment Advisers245,723$3.52M<0.01%+41,96313F-HRTimeline
GWN SECURITIES INC.243,877$3.49M0.71%+31,81113F-HRTimeline
Foundations Investment Advisors, LLC241,115$3.45M0.05%+114,79813F-HRTimeline
Copley Financial Group, Inc.222,894$3.19M1.97%+22,82713F-HRTimeline
Tactive Advisors, LLC203,290$2.91M0.85%+11,49613F-HRTimeline
Global Retirement Partners, LLC167,572$2.4M0.04%+35,29913F-HRTimeline
INTEGRITY ALLIANCE, LLC.154,385$2.21M0.08%-13,60113F-HRTimeline
Cambridge Investment Research Advisors,…152,565$2.19M0.01%+64,03113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC149,209$2.14M0.05%+35,08513F-HRTimeline
Pine Valley Investments Ltd Liability Co148,883$2.13M0.11%+22,49913F-HRTimeline
Dynamic Advisor Solutions LLC130,234$1.86M0.06%+16,18613F-HRTimeline
AMG Asset Management Group, Inc.120,435$1.72M5.55%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED116,078$1.66M0.11%+43,49113F-HRTimeline
Ashton Thomas Private Wealth, LLC102,369$1.47M0.04%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC101,271$1.45M0.04%+8,91513F-HRTimelineGroup
GeoWealth Management, LLC85,745$1.23M0.05%+3,65213F-HRTimeline
CFS Investment Advisory Services, LLC80,210$1.15M0.08%+3,93813F-HRTimeline
Sonoma Allocations LLC76,886$1.1M0.37%new13F-HRTimeline
Silver Grove Financial Group, Inc.75,803$1.09M0.94%+9,36113F-HRTimeline
Astoria Portfolio Advisors LLC.72,944$1.04M0.24%new13F-HRTimeline
PFG Advisors71,731$1.03M0.05%+5,05013F-HRTimeline
Ausdal Financial Partners, Inc.69,445$994K0.05%+5,21313F-HRTimeline
United Advisor Group, LLC59,480$852K0.11%+7,04413F-HRTimeline
Mutual Advisors, LLC51,668$740K0.02%+5,41713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC44,032$631K0.01%+21,58413F-HRTimeline
OLD MISSION CAPITAL LLC33,886$485K0.02%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC30,692$440K0.02%+1,74413F-HRTimeline
Gibbs Wealth Management27,887$399K0.1%+1,27213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP24,293$348K0.02%-4,35013F-HRTimeline
Koshinski Asset Management, Inc.24,134$346K0.02%+59013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,143$303K<0.01%+2513F-HRTimelineGroup
Sigma Planning Corp20,972$300K0.01%+9,86013F-HRTimeline
Balefire, LLC17,966$257K0.05%new13F-HRTimeline
Integrity Advisory Solutions, LLC15,104$216K0.03%+4,40213F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC13,827$198K0.21%-19,20813F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC13,683$196K0.13%-2,29713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,547$194K<0.01%-5113F-HRTimelineGroup
Oak Harvest Investment Services13,383$192K0.02%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC11,256$161K0.04%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,316$148K<0.01%+10,00213F-HRTimelineGroup
AE Wealth Management LLC9,958$143K<0.01%-2,08513F-HRTimeline
HARBOUR INVESTMENTS, INC.5,719$81.9K<0.01%+27613F-HRTimeline
CoreCap Advisors, LLC1,274$18.2K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,244$17.8K<0.01%-3,14513F-HRTimelineGroup
Farther Finance Advisors, LLC1,038$14.9K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…445$6.37K<0.01%-1013F-HRTimelineGroup
Allworth Financial LP195$2.79K<0.01%013F-HRTimeline
IFP Advisors, Inc145$2.08K<0.01%+2213F-HRTimeline
Root Financial Partners, LLC115$1.65K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC74$1.06K<0.01%new13F-HRTimeline
IFC & Insurance Marketing, Inc.104$1K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.55$787<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC44$630<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$26<0.01%+113F-HRTimelineGroup