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Disclosery

HNDL STRATEGY SHS

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NS 7HANDL IDX (fund)

98 managers (98 13F filers) reported a position in HNDL shares at 2025-09-30, 3,148,874 shares in all. 14 filers opened a position and 13 filers sold out during the quarter.

Managers
98
13F filers
98
New
14
Added
24
Reduced
33
Sold out
13
Shares held by filers
3,148,874

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
LPL Financial LLC767,714$17.1M<0.01%-7,08813F-HRTimeline
Cambridge Investment Research Advisors,…388,916$8.66M0.02%+11,93413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.204,563$4.53M0.01%-7013F-HRTimelineGroup
Summit Financial, LLC158,529$3.53M0.05%new13F-HRTimeline
Cetera Investment Advisers133,945$2.98M<0.01%+34,31213F-HRTimeline
Private Advisor Group, LLC116,845$2.6M0.01%-2,23413F-HRTimeline
Berger Financial Group, Inc104,853$2.34M0.14%-2,44813F-HRTimeline
NFSG Corp98,884$2.2M0.33%+77513F-HRTimeline
Creative Planningin group Creative Planning69,020$1.54M<0.01%+4,18713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC60,034$1.34M<0.01%-73113F-HRTimeline
Larson Financial Group LLC56,490$1.26M0.04%+4,62513F-HRTimeline
RFG Advisory, LLC52,182$1.16M0.02%+15713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC49,386$1.1M<0.01%-12,25513F-HRTimeline
OxenFree Capital LLC43,206$971K0.53%-7,23913F-HRTimeline
J.W. COLE ADVISORS, INC.42,531$948K0.02%-5,07013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV42,083$938K<0.01%-94,53113F-HRTimeline
HARBOUR INVESTMENTS, INC.40,704$907K0.02%-2,17813F-HRTimeline
Sowell Financial Services LLC40,155$895K0.03%+5913F-HRTimeline
Sanctuary Advisors, LLC38,710$862K<0.01%-11,56413F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO36,569$815K<0.01%-11,87013F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC36,038$803K<0.01%-2,00613F-HRTimelineGroup
NewEdge Advisors, LLC31,119$693K<0.01%-2,05613F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC28,391$633K0.04%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,931$555K<0.01%+11,68213F-HRTimelineGroup
Accel Wealth Management23,498$524K0.15%-7,97913F-HRTimeline
BEAM WEALTH ADVISORS, INC.23,159$516K0.14%+17813F-HRTimeline
HRT FINANCIAL LP21,985$489K<0.01%new13F-HRTimeline
HighTower Advisors, LLC21,787$485K<0.01%+2413F-HRTimeline
Dynamic Advisor Solutions LLC17,991$401K0.01%-19213F-HRTimeline
Insight Wealth Strategies, LLC17,441$389K0.05%+28913F-HRTimeline
Asset Allocation Strategies LLC17,414$388K0.08%-3,51813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV16,427$366K0.02%-37313F-HRTimeline
Cadent Capital Advisors, LLC15,848$353K0.09%-14,79013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,808$330K0.01%-2,22313F-HRTimelineGroup
CWM, LLCin group CWM, LLC14,771$329K<0.01%+313F-HRTimelineGroup
Arkadios Wealth Advisors13,699$305K0.01%-69613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …13,541$302K0.01%+4513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,440$299K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY12,481$278K<0.01%+1,01813F-HR/ATimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC12,224$272K0.01%-2,00313F-HRTimeline
Sequent Planning LLC12,155$271K0.08%-77213F-HRTimeline
MGO ONE SEVEN LLC12,124$270K0.01%+36513F-HRTimeline
Mutual Advisors, LLC12,000$268K0.01%013F-HRTimeline
CoreCap Advisors, LLC10,881$242K0.01%-1,20813F-HRTimeline
WNY Asset Management, LLC10,431$232K0.02%-17713F-HRTimeline
Advisory Alpha, LLC10,329$231K0.01%-1,44713F-HRTimeline
Realta Investment Advisors10,362$231K0.08%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,294$229K<0.01%new13F-HRTimelineGroup
Meadowbrook Wealth Management, LLC10,100$225K0.23%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,019$223K<0.01%-48813F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB9,857$220K0.01%013F-HRTimeline
Janney Montgomery Scott LLC9,837$219K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC9,560$213K<0.01%-1,38613F-HRTimeline
Western Wealth Management, LLC9,315$208K0.01%+313F-HRTimeline
Institute for Wealth Management, LLC.9,276$207K0.02%new13F-HRTimeline
Advisory Services Network, LLC8,851$197K<0.01%new13F-HRTimeline
Allworth Financial LP8,229$183K<0.01%+3913F-HRTimeline
IMG Wealth Management, Inc.6,933$154K0.1%+22913F-HRTimeline
GPS Wealth Strategies Group, LLC4,597$102K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.3,710$82.7K0.01%-1,04913F-HRTimeline
Aptus Capital Advisors, LLC2,102$46.8K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG2,016$44.9K<0.01%new13F-HRTimelineGroup
MAI Capital Management1,838$41K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,750$39K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB1,610$35.9K<0.01%013F-HR/ATimeline
Geneos Wealth Management Inc.1,300$29K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,000$22K<0.01%new13F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT975$21.7K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.972$21.7K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc900$20.1K<0.01%013F-HR/ATimeline
Private Wealth Management Group, LLC852$19K0.01%013F-HRTimeline
Noble Wealth Management PBC817$18.2K0.01%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC700$15.6K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC565$12.6K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…532$11.9K<0.01%-2,43313F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC508$11.3K0.01%+813F-HRTimeline
Investors Research Corp503$11.2K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…502$11.2K<0.01%new13F-HRTimelineGroup
North Star Investment Management Corp.500$11.1K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.500$11.1K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…462$10.3K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.400$8.91K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC367$8.18K<0.01%+5813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC350$7.8K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC315$7.01K<0.01%-1513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC276$7K<0.01%+4713F-HRTimelineGroup
Federation des caisses Desjardins du Qu…275$6.13K<0.01%013F-HRTimeline
Caitlin John, LLC235$5.24K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.212$4.71K<0.01%+413F-HRTimelineGroup
Cornerstone Planning Group LLC67$4.47K<0.01%+2813F-HRTimeline
Glass Jacobson Investment Advisors llc155$3.45K<0.01%013F-HRTimeline
Strategic Advocates LLC102$2.27K<0.01%new13F-HRTimeline
Blue Trust, Inc.25$557<0.01%+2213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC10$223<0.01%-13513F-HRTimelineGroup
Fourth Dimension Wealth, LLC5$111<0.01%013F-HRTimeline
Quent Capital, LLC3$68<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1$22<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$6<0.01%-10113F-HRTimelineGroupAmount filed as zero, left out of ratios.