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Disclosery

IBD NORTHERN LTS FD TR IV

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ETF (fund)

86 managers (89 13F filers) reported a position in IBD shares at 2024-12-31, 12,335,793 shares in all. 9 filers opened a position and 8 filers sold out during the quarter.

Managers
86
13F filers
89
New
9
Added
41
Reduced
26
Sold out
8
Shares held by filers
12,335,793

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Inspire Investing, LLCgroup of 2 filers holding2,977,143$69.8M+58,246Timeline
Faithward Advisors, LLC1,444,515$33.9M5.77%+27,06213F-HRTimeline
Christian Investment Advisors, Inc.858,471$20.1M14.55%13F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding848,762$19.9M+210,451Timeline
Atria Investments, Inc704,165$16.5M0.21%-713,43713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV680,277$15.9M1.3%+12,49213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC628,673$14.7M0.45%-11,50813F-HRTimelineGroup
Bare Financial Services, Inc534,964$12.5M5.04%+42,79513F-HRTimeline
PAX Financial Group, LLC431,197$10.1M1.81%-37,95213F-HRTimeline
LPL Financial LLC249,918$5.86M<0.01%+24,61813F-HRTimeline
LVZ, Inc.185,393$4.35M0.56%+14,67613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC173,985$4.08M<0.01%new13F-HRTimelineGroup
Legacy Wealth Asset Management, LLC140,727$3.3M0.9%-6313F-HRTimeline
Valmark Advisers, Inc.131,496$3.08M0.05%+122,98013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC130,770$3.07M<0.01%-8,72013F-HRTimelineGroup
Cetera Investment Advisers98,277$2.3M<0.01%+5,81713F-HRTimeline
Range Financial Group LLC98,031$2.3M1.06%+16,48913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC91,650$2.15M<0.01%13F-HR/ATimelineGroup
Plan A Wealth LLC89,292$2.09M1.91%13F-HRTimeline
VICUS CAPITAL74,180$1.74M0.15%+5,05013F-HRTimeline
Cambridge Investment Research Advisors,…70,202$1.65M0.01%-3,43513F-HRTimeline
Astoria Portfolio Advisors LLC.67,248$1.57M0.56%+10,89313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.63,958$1.5M<0.01%+14,34813F-HR/ATimelineGroup
SILVER OAK SECURITIES, INCORPORATED59,623$1.4M0.13%-45613F-HRTimeline
AlphaStar Capital Management, LLC53,515$1.25M0.13%+35913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC49,705$1.17M<0.01%+28,57213F-HRTimelineGroup
Turning Point Benefit Group, Inc.44,973$1.05M1%13F-HRTimeline
Paradiem, LLC44,007$1.03M0.28%-13,70913F-HRTimeline
TRUST POINT INC.42,358$993K0.07%+2,05713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC41,860$981K<0.01%+1,47813F-HRTimeline
TrueWealth Advisors, LLC40,559$951K0.32%+7,82813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…37,709$884K0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,367$759K<0.01%+2313F-HRTimelineGroup
Allworth Financial LP31,690$745K<0.01%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC28,443$666K0.21%+1,21513F-HRTimeline
Optivise Advisory Services LLC28,382$665K0.36%+1,79813F-HRTimeline
Keel Point, LLC26,937$631K0.05%+1,15813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.25,883$607K<0.01%+23913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…23,505$551K0.03%-11,88213F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.22,589$529K0.03%+11,94313F-HR/ATimelineGroup
Allen Capital Group, LLC21,184$497K0.06%+24613F-HRTimeline
Financial Advocates Investment Manageme…19,071$447K0.03%-1,09213F-HRTimeline
McElhenny Sheffield Capital Management,…18,747$439K0.15%-2,97813F-HRTimeline
AIFG Consultants Ltd.18,136$425K0.69%-6,37813F-HRTimeline
Belpointe Asset Management LLC17,472$420K0.03%-1,15813F-HRTimeline
Advisory Alpha, LLC16,999$398K0.01%+10113F-HRTimeline
First Heartland Consultants, Inc.16,882$396K0.04%+2,29813F-HRTimeline
LifeGuide Financial Advisors, LLC16,668$391K0.17%-79513F-HRTimeline
Merit Financial Group, LLC16,457$386K0.01%-2,14913F-HRTimeline
Blue Trust, Inc.15,940$374K<0.01%+4,72113F-HR/ATimeline
Strategic Blueprint, LLC15,166$355K0.02%+4,42613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,012$352K0.01%+20513F-HRTimeline
CWM, LLCin group CWM, LLC13,232$310K<0.01%+16613F-HRTimelineGroup
Schwallier Wealth Management LLC13,044$306K0.23%+2,25113F-HRTimeline
Hobbs Group Advisors, LLC12,942$303K0.11%-3,31513F-HRTimeline
MML INVESTORS SERVICES, LLC12,658$297K<0.01%-1,13413F-HRTimeline
Focus Financial Network, Inc.12,016$282K0.01%new13F-HRTimeline
Cyndeo Wealth Partners, LLC11,655$273K0.02%+213F-HRTimeline
PFG Investments, LLC11,068$259K0.02%+29213F-HRTimeline
Trek Financial, LLC9,969$234K0.02%-3,51513F-HRTimeline
Atria Wealth Solutions, Inc.9,811$230K<0.01%+22713F-HRTimeline
Betterment LLC9,238$217K<0.01%+28613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC8,650$203K0.03%new13F-HRTimeline
D.A. DAVIDSON & CO.8,542$200K<0.01%-67613F-HRTimeline
Transce3nd, LLC8,318$195K0.07%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,926$163K<0.01%+60113F-HRTimelineGroup
Clarity Asset Management, Inc.4,855$114K0.07%+8313F-HRTimeline
HARBOUR INVESTMENTS, INC.4,548$107K<0.01%-11313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…2,802$65.9K<0.01%+2,12813F-HRTimeline
Transcendent Capital Group LLC1,638$38.4K0.02%+1,32513F-HRTimeline
MAI Capital Management1,638$38.4K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,445$33.9K<0.01%-1113F-HRTimelineGroup
Continuum Advisory, LLC1,280$30K<0.01%+93913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,095$25.7K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC1,000$23.4K0.02%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP904$21.2K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC637$15K<0.01%-22813F-HRTimeline
DT Investment Partners, LLC394$9.24K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC384$9.01K<0.01%+613F-HRTimeline
Values First Advisors, Inc.256$6.01K<0.01%-37013F-HRTimeline
UBS Group AGin group UBS Group AG226$5.3K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc202$4.74K<0.01%013F-HRTimeline
Horizon Investments, LLC58$1.36K<0.01%-1613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$41<0.01%013F-HR/ATimelineGroup
FMR LLCin group FMR LLC1$23<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$11<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.