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Disclosery

IBD NORTHERN LTS FD TR IV

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ETF (fund)

107 managers (110 13F filers) reported a position in IBD shares at 2026-06-30, 15,023,982 shares in all. 17 filers opened a position and 14 filers sold out during the quarter.

Managers
107
13F filers
110
New
17
Added
53
Reduced
33
Sold out
14
Shares held by filers
15,023,982

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Inspire Investing, LLCgroup of 2 filers holding4,102,463$97.5M-225,326Timeline
Faithward Advisors, LLC1,715,901$40.8M4.98%+54,19513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV968,280$23M1.1%-88,20113F-HRTimeline
LPL Financial LLC823,286$19.6M<0.01%+207,80013F-HRTimeline
Bare Financial Services, Inc795,094$18.9M4.34%+25,21513F-HRTimeline
OneAscent Financial Services LLCgroup of 4 filers holding696,818$16.6M-448,796Timeline
PAX Financial Group, LLC348,665$8.29M1.23%+4,66913F-HRTimeline
Plan A Wealth LLC322,041$7.65M3.26%+24,68113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…267,448$6.35M0.04%+41,52913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC222,966$5.3M0.01%+10,89113F-HRTimelineGroup
LVZ, Inc.197,625$4.7M0.48%+2,32913F-HRTimeline
Valmark Advisers, Inc.187,444$4.46M0.05%+92613F-HRTimeline
Legacy Wealth Asset Management, LLC184,769$4.39M0.96%+14,22313F-HRTimeline
Allworth Financial LP180,701$4.3M0.02%+33,34113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC180,131$4.28M<0.01%+24,03613F-HRTimelineGroup
WorthPointe, LLC154,171$3.66M0.92%-52,79613F-HRTimeline
Range Financial Group LLC152,721$3.63M0.99%+19,52813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.126,122$3M<0.01%+33,70113F-HRTimelineGroup
TrueWealth Advisors, LLC123,684$2.94M0.66%+13,41113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC114,735$2.73M<0.01%-85,26613F-HRTimelineGroup
Belpointe Asset Management LLC106,334$2.53M0.08%+71713F-HRTimeline
Farther Finance Advisors, LLC105,133$2.5M0.02%+28,32613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC97,889$2.33M<0.01%-130,87513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC95,153$2.26M<0.01%+15,33513F-HRTimelineGroup
VICUS CAPITAL90,985$2.16M0.14%+6,06013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC88,211$2.1M0.01%+7,97313F-HRTimelineGroup
IFP Advisors, Inc81,140$1.93M0.03%+1,47713F-HRTimeline
Cetera Investment Advisers79,048$1.88M<0.01%-99,59513F-HRTimeline
AlphaStar Capital Management, LLC74,425$1.77M0.11%+5,53313F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO60,634$1.44M0.12%+7,51713F-HRTimeline
Simplicity Wealth,LLC58,365$1.39M0.05%+28,68213F-HRTimeline
Discipline Wealth Solutions, LLC56,200$1.34M0.12%new13F-HRTimeline
Cornerstone Financial Management LLC53,339$1.27M1.02%-8,25613F-HR/ATimeline
Allen Capital Group, LLC53,281$1.27M0.1%-4,97013F-HRTimeline
Optivise Advisory Services LLC51,632$1.23M0.62%-1,33013F-HRTimeline
Revisor Wealth Management LLC50,838$1.21M0.29%+20,76113F-HRTimeline
AE Wealth Management LLC47,881$1.14M0.01%+2,87513F-HRTimeline
LaSalle St. Investment Advisors, LLC47,710$1.13M0.14%+5,75013F-HRTimeline
Cambridge Investment Research Advisors,…47,251$1.12M<0.01%-17,54613F-HR/ATimeline
First Heartland Consultants, Inc.44,442$1.06M0.07%+2,29213F-HRTimeline
TRUST POINT INC.42,761$1.02M0.09%-1,03313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED41,930$997K0.06%+4,25913F-HRTimeline
HFG Wealth Management, LLC40,229$956K0.96%-66313F-HRTimeline
Tulsa Wealth Advisors, INC37,299$887K0.12%+5,36613F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.31,298$744K0.54%new13F-HRTimeline
LifeGuide Financial Advisors, LLC29,545$702K0.2%+2,85413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,217$694K<0.01%+3,19013F-HRTimeline
HARBOUR INVESTMENTS, INC.29,051$691K0.01%-16313F-HRTimeline
Larry Mathis Financial Planning, LLC25,762$612K0.47%013F-HR/ATimeline
Merit Financial Group, LLC25,527$607K<0.01%+1,07313F-HR/ATimeline
Cyndeo Wealth Partners, LLC24,931$593K0.03%+47613F-HRTimeline
Keel Point, LLC24,806$590K0.03%+1113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA24,127$573K<0.01%+9,30513F-HRTimelineGroup
Pioneer Wealth Management Group23,605$561K0.14%+2,77913F-HRTimeline
Hanson & Doremus Investment Management23,092$549K0.06%+16,65713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC21,914$521K<0.01%-62113F-HRTimeline
Turning Point Benefit Group, Inc.19,600$466K0.2%-25,98313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,551$465K0.01%+42013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…19,504$464K0.02%+1,24913F-HRTimelineGroup
Demars Financial Group, LLC19,434$462K0.13%new13F-HRTimeline
Advisory Services Network, LLC19,163$456K0.01%+59213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,777$446K<0.01%-25,19013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC18,235$433K<0.01%+3513F-HRTimelineGroup
CARLSON FINANCIAL, INC.17,679$420K0.21%-2,32313F-HRTimeline
Blue Trust, Inc.17,056$405K<0.01%+113F-HRTimeline
Waverly Advisors, LLC16,284$387K<0.01%+1,55013F-HRTimeline
MML INVESTORS SERVICES, LLC16,036$381K<0.01%+7,09513F-HRTimeline
MRA Advisory Group14,727$350K0.13%+3,48913F-HRTimeline
Cornerstone Wealth Management, LLC14,643$348K0.01%new13F-HRTimeline
Trek Financial, LLC14,628$348K0.02%-96813F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC14,500$345K0.16%013F-HRTimeline
Hobbs Group Advisors, LLC14,488$344K0.09%-62213F-HRTimeline
HOWARD BAILEY SECURITIES, LLC13,960$332K0.12%-5613F-HRTimeline
Atria Investments, Inc13,959$332K<0.01%-75213F-HRTimeline
Stewardship Advisors, LLC13,493$321K0.07%new13F-HRTimeline
RFG Advisory, LLC13,389$318K<0.01%-3,84313F-HRTimeline
Harvest Investment Services, LLC12,710$302K0.05%+1,76313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …12,483$297K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,301$268K<0.01%-7,03413F-HRTimeline
Straight Path Wealth Management10,898$259K0.06%-8,69213F-HRTimeline
Schwallier Wealth Management LLC10,631$253K0.16%-5,50713F-HRTimeline
Bedel Financial Consulting, Inc.10,568$251K0.02%+4213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…10,545$251K<0.01%new13F-HRTimelineGroup
PVG ASSET MANAGEMENT CORP10,488$249K0.14%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,377$247K0.01%-565,48913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,227$243K<0.01%+46713F-HRTimelineGroup
Sterling Investment Advisors, Ltd.10,000$238K0.04%new13F-HRTimeline
Triad Wealth Partners, LLC9,053$214K0.01%+23913F-HRTimeline
Private Advisor Group, LLC8,866$211K<0.01%new13F-HRTimeline
Van Diest Capital, LLC8,723$207K0.19%new13F-HRTimeline
Christian Investment Advisors, Inc.8,706$207K0.12%-11,91113F-HRTimeline
D.A. DAVIDSON & CO.8,433$200K<0.01%013F-HRTimeline
SHP Wealth Management7,004$166K0.01%-42613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,078$144K<0.01%+6,07813F-HRTimelineGroup
AdvisorNet Financial, Inc4,012$95.4K<0.01%+1,73513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,633$86.3K+1,011Timeline
IFG Advisory, LLC3,597$85.5K<0.01%new13F-HRTimeline
Continuum Advisory, LLC2,359$56.1K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…1,984$47.2K0.01%new13F-HRTimeline
Buck Wealth Strategies, LLC1,543$36.7K<0.01%new13F-HRTimeline
Arax Advisory Partners732$17.4K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.558$13.3K<0.01%-13913F-HRTimeline
Smartleaf Asset Management LLC373$8.91K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.170$4.04K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY73$1.74K<0.01%+3213F-HRTimelineGroup
Aptus Capital Advisors, LLC61$1.45K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG46$1.09K<0.01%new13F-HRTimelineGroup