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Disclosery

BUYW NORTHERN LTS FD TR IV

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CMN (fund)

70 managers (71 13F filers) reported a position in BUYW shares at 2026-03-31, 71,519,950 shares in all. 15 filers opened a position and 10 filers sold out during the quarter.

Managers
70
13F filers
71
New
15
Added
39
Reduced
14
Sold out
10
Shares held by filers
71,519,950

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC22,694,150$320M2.72%+984,26013F-HRTimeline
LPL Financial LLC18,060,018$254M0.07%+3,334,43013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…10,572,577$149M10.83%+2,536,21913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,340,135$103M0.15%-170,62413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,695,560$38M+120,159Timeline
Encompass More Asset Management1,098,113$15.5M2.61%-1,320,10613F-HRTimeline
CWM, LLCin group CWM, LLC1,004,058$14.1M0.04%+64,34813F-HRTimelineGroup
Madrona Financial Services, LLC939,919$13.2M2.9%+611,42113F-HRTimeline
San Luis Wealth Advisors LLC865,990$12.2M2.02%+76,19613F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV713,576$10M0.35%+10,48613F-HRTimeline
Virtue Capital Management, LLC625,209$8.67M1.32%-614,83013F-HRTimeline
AMG Asset Management Group, Inc.565,137$7.96M6.18%+444,70213F-HRTimeline
Ashton Thomas Private Wealth, LLC356,092$5.01M0.12%+253,72313F-HRTimeline
Echo45 Advisors LLC321,531$4.53M2.55%+11,12413F-HRTimeline
World Investment Advisors282,700$3.98M0.06%new13F-HRTimeline
Cetera Investment Advisers265,675$3.74M<0.01%+19,95213F-HRTimeline
GWN SECURITIES INC.247,715$3.49M0.67%+3,83813F-HRTimeline
Copley Financial Group, Inc.219,504$3.09M1.86%-3,39013F-HRTimeline
Tactive Advisors, LLC205,223$2.89M0.81%+1,93313F-HRTimeline
Foundations Investment Advisors, LLC187,588$2.64M0.03%-53,52713F-HRTimeline
Cambridge Investment Research Advisors,…182,126$2.56M0.01%+29,56113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC169,444$2.39M0.05%+20,23513F-HR/ATimeline
INTEGRITY ALLIANCE, LLC.166,106$2.34M0.09%+11,72113F-HRTimeline
Pine Valley Investments Ltd Liability Co163,184$2.3M0.11%+14,30113F-HRTimeline
Dynamic Advisor Solutions LLC144,356$2.03M0.06%+14,12213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED127,363$1.79M0.13%+11,28513F-HRTimeline
Sonoma Allocations LLC113,534$1.6M0.55%+36,64813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC103,544$1.46M0.03%+2,27313F-HRTimelineGroup
GeoWealth Management, LLC91,803$1.29M0.05%+6,05813F-HRTimeline
CFS Investment Advisory Services, LLC79,515$1.15M0.08%-69513F-HRTimeline
Silver Grove Financial Group, Inc.80,868$1.14M0.92%+5,06513F-HRTimeline
Astoria Portfolio Advisors LLC.73,679$1.05M0.23%+73513F-HRTimeline
Ausdal Financial Partners, Inc.74,219$1.05M0.05%+4,77413F-HRTimeline
Tortuga Wealth Management, Inc73,368$1.03M0.97%new13F-HRTimeline
United Advisor Group, LLC68,993$971K0.12%+9,51313F-HRTimeline
Mutual Advisors, LLC57,762$813K0.02%+6,09413F-HRTimeline
Sigma Planning Corp54,349$765K0.02%+33,37713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC38,041$536K0.07%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC35,116$494K0.01%-8,91613F-HRTimeline
Gibbs Wealth Management34,844$491K0.06%+6,95713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC29,653$418K<0.01%new13F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP29,512$416K0.02%+5,21913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC29,276$412K0.02%-1,41613F-HRTimeline
PFG Advisors27,499$387K0.02%-44,23213F-HRTimeline
Koshinski Asset Management, Inc.25,972$366K0.02%+1,83813F-HRTimeline
Richmond Investment Services, LLC23,322$328K0.05%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.21,428$302K<0.01%+15,70913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,535$289K<0.01%-60813F-HRTimelineGroup
Balefire, LLC18,563$261K0.05%+59713F-HRTimeline
Integrity Advisory Solutions, LLC17,928$252K0.03%+2,82413F-HRTimeline
MONEYWISE, INC.16,107$227K0.1%new13F-HRTimeline
Strategic Equity Management16,107$227K0.09%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,425$161K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,821$152K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC9,205$130K<0.01%-75313F-HRTimeline
Synergy Investment Management, LLC8,091$114K0.04%new13F-HRTimeline
UBS Group AGin group UBS Group AG2,660$37.5K<0.01%+1,41613F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,488$35K<0.01%new13F-HRTimeline
Advisory Services Network, LLC1,884$26.5K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,274$17.9K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,038$14.6K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…870$12.2K<0.01%+42513F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC657$9.25K<0.01%+61313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA525$7K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC162$2.28K<0.01%new13F-HR/ATimeline
IFP Advisors, Inc79$1.11K<0.01%-6613F-HRTimeline
Fortis Group Advisors, LLC74$1.04K<0.01%013F-HRTimeline
Root Financial Partners, LLC57$803<0.01%-5813F-HRTimeline
Vision Retirement, LLC53$750<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$21<0.01%-113F-HR/ATimelineGroup