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Disclosery

HNDL STRATEGY SHS

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NS 7HANDL IDX (fund)

99 managers (99 13F filers) reported a position in HNDL shares at 2026-03-31, 3,158,890 shares in all. 7 filers opened a position and 13 filers sold out during the quarter.

Managers
99
13F filers
99
New
7
Added
33
Reduced
25
Sold out
13
Shares held by filers
3,158,890

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
LPL Financial LLC699,741$15.3M<0.01%-67,54213F-HRTimeline
Cambridge Investment Research Advisors,…406,392$8.88M0.02%+57613F-HRTimeline
Summit Financial, LLC194,286$4.24M0.05%+20,77813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.187,831$4.1M0.01%-18,57313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC136,899$2.99M0.01%+125,02913F-HRTimelineGroup
Private Advisor Group, LLC108,393$2.37M0.01%-6,59113F-HRTimeline
Cetera Investment Advisers106,097$2.32M<0.01%+29813F-HRTimeline
NFSG Corp105,459$2.3M0.38%+1,70913F-HRTimeline
Berger Financial Group, Inc90,448$1.98M0.11%-6,08113F-HRTimeline
Creative Planningin group Creative Planning71,097$1.55M<0.01%+1,68413F-HRTimelineGroup
Larson Financial Group LLC62,990$1.38M0.04%+2,25013F-HRTimeline
OxenFree Capital LLC49,964$1.12M0.54%+5,97513F-HRTimeline
MML INVESTORS SERVICES, LLC47,952$1.05M<0.01%-12,39013F-HRTimeline
Sanctuary Advisors, LLC47,466$1.04M0.01%+10,09613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO45,331$979K<0.01%+10,14013F-HR/ATimelineGroup
RFG Advisory, LLC43,265$945K0.02%-1,04413F-HRTimeline
HARBOUR INVESTMENTS, INC.43,124$942K0.01%+4,35013F-HRTimeline
J.W. COLE ADVISORS, INC.42,860$936K0.03%+26213F-HRTimeline
Sowell Financial Services LLC40,210$878K0.03%+2113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC35,367$772K<0.01%-10,29413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC32,447$709K<0.01%-1,43313F-HRTimelineGroup
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…31,995$699K0.18%+16,70513F-HRTimelineGroup
GTS SECURITIES LLC28,885$631K0.02%-12,71413F-HRTimeline
NewEdge Advisors, LLC26,465$578K<0.01%-1,96013F-HR/ATimeline
BEAM WEALTH ADVISORS, INC.24,188$528K0.13%+70513F-HRTimeline
HighTower Advisors, LLC21,836$477K<0.01%+2513F-HRTimeline
Accel Wealth Management19,851$434K0.11%-1,61113F-HRTimeline
Dynamic Advisor Solutions LLC19,610$428K0.01%+1,56013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,769$410K<0.01%-28,81713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV16,704$365K<0.01%-2,63513F-HRTimeline
Asset Allocation Strategies LLC16,298$356K0.06%-50313F-HRTimeline
Arkadios Wealth Advisors16,217$354K0.01%+2,02113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV16,216$354K0.02%-6213F-HRTimeline
Jackson Hole Capital Partners, LLC15,000$328K0.05%013F-HRTimeline
Western Wealth Management, LLC14,608$319K0.01%+313F-HR/ATimeline
Patriot Financial Group Insurance Agenc…14,272$312K0.02%new13F-HRTimeline
Janney Montgomery Scott LLC12,385$270K<0.01%-1,09813F-HRTimeline
Prospera Financial Services Inc12,044$263K<0.01%new13F-HRTimeline
Mutual Advisors, LLC12,000$262K0.01%013F-HRTimeline
MGO ONE SEVEN LLC11,966$261K0.01%-13313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,840$259K<0.01%+2,65913F-HRTimelineGroup
Realta Investment Advisors11,827$258K0.09%013F-HRTimeline
WEDBUSH SECURITIES INC11,714$256K0.01%+2,52313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,629$254K0.01%-11513F-HR/ATimeline
CoreCap Advisors, LLC10,881$238K0.01%013F-HRTimeline
Regal Investment Advisors LLC10,839$237K0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,405$229K<0.01%+5613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,249$224K<0.01%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,168$222K<0.01%-12013F-HRTimelineGroup
Sequent Planning LLC10,165$222K0.05%-41213F-HRTimeline
Meadowbrook Wealth Management, LLC10,100$221K0.29%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY10,082$220K<0.01%-2213F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB9,857$215K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,403$205K0.01%+3613F-HRTimelineGroup
CWM, LLCin group CWM, LLC9,356$204K<0.01%-5,41713F-HRTimelineGroup
Allworth Financial LP8,319$182K<0.01%+4113F-HRTimeline
IMG Wealth Management, Inc.6,501$142K0.09%+21213F-HRTimeline
Advisory Services Network, LLC4,351$95K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC4,104$90K<0.01%-5,04613F-HRTimeline
LANARK FINANCIAL, INC.3,710$81K0.01%013F-HRTimeline
AE Wealth Management LLC3,165$69.1K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,354$50.8K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC2,102$45.9K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,610$35.2K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,590$34.7K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.1,300$28.4K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,048$22.9K<0.01%+32313F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT975$21.3K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.972$21.2K<0.01%013F-HRTimelineGroup
PlanVest Financial, Inc970$21.2K0.02%13F-HRTimeline
Private Wealth Management Group, LLC852$18.6K<0.01%013F-HRTimeline
Noble Wealth Management PBC817$17.8K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC700$15.3K<0.01%013F-HRTimelineGroup
Innovative Asset Advisors Group, LLC700$15.3K0.01%13F-HRTimeline
IFP Advisors, Inc619$13.5K<0.01%+2013F-HRTimeline
VSM Wealth Advisory, LLC591$12.9K<0.01%+11113F-HRTimeline
Asset Dedication, LLC565$12.3K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC527$11.5K0.01%+1013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…510$11.2K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC535$11K<0.01%+25913F-HRTimelineGroup
Investors Research Corp503$11K<0.01%013F-HRTimeline
North Star Investment Management Corp.500$10.9K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.500$10.9K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…462$10.1K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.400$8.74K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC350$7.64K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…275$6.01K<0.01%013F-HRTimeline
Vision Retirement, LLC230$5.02K<0.01%+413F-HRTimeline
Main Street Group, LTD223$4.87K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc155$3.39K<0.01%013F-HRTimeline
Caitlin John, LLC145$3.17K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…130$2.84K<0.01%+1113F-HRTimelineGroup
Cornerstone Planning Group LLC41$929<0.01%+113F-HRTimeline
UBS Group AGin group UBS Group AG24$524<0.01%-60713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC12$262<0.01%-11613F-HRTimelineGroup
Fourth Dimension Wealth, LLC5$109<0.01%013F-HRTimeline
Quent Capital, LLC3$69<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$23<0.01%013F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1$21<0.01%013F-HRTimeline