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Disclosery

IBD NORTHERN LTS FD TR IV

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ETF (fund)

90 managers (94 13F filers) reported a position in IBD shares at 2025-03-31, 12,170,155 shares in all. 13 filers opened a position and 9 filers sold out during the quarter.

Managers
90
13F filers
94
New
13
Added
44
Reduced
28
Sold out
9
Shares held by filers
12,170,155

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Inspire Investing, LLCgroup of 2 filers holding2,947,333$70M-29,810Timeline
Faithward Advisors, LLC1,429,270$33.9M5.91%-15,24513F-HRTimeline
OneAscent Financial Services LLCgroup of 4 filers holding940,509$22.3M+91,747Timeline
Christian Investment Advisors, Inc.877,200$20.9M14.52%+18,72913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV673,268$16M1.28%-7,00913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC616,209$14.6M0.44%-12,46413F-HRTimelineGroup
Bare Financial Services, Inc613,272$14.6M5.6%+78,30813F-HRTimeline
PAX Financial Group, LLC419,334$9.96M1.77%-11,86313F-HRTimeline
LPL Financial LLC308,288$7.32M<0.01%+58,37013F-HRTimeline
LVZ, Inc.187,404$4.45M0.58%+2,01113F-HRTimeline
Atria Investments, Inc149,436$3.55M0.05%-554,72913F-HRTimeline
Valmark Advisers, Inc.146,725$3.48M0.05%+15,22913F-HRTimeline
Legacy Wealth Asset Management, LLC142,714$3.39M0.94%+1,98713F-HRTimeline
Plan A Wealth LLC136,442$3.24M2.51%+47,15013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC134,761$3.2M<0.01%+3,99113F-HRTimelineGroup
Cetera Investment Advisers114,245$2.71M0.01%+15,96813F-HRTimeline
Range Financial Group LLC106,766$2.54M1.13%+8,73513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC92,488$2.2M<0.01%+83813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.89,573$2.13M<0.01%+25,61513F-HRTimelineGroup
TrueWealth Advisors, LLC80,060$1.9M0.62%+39,50113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…76,783$1.82M0.02%+39,07413F-HRTimelineGroup
VICUS CAPITAL74,972$1.78M0.17%+79213F-HRTimeline
Cambridge Investment Research Advisors,…69,740$1.66M0.01%-46213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED60,954$1.44M0.14%+1,33113F-HR/ATimeline
HFG Wealth Management, LLC61,407$1.44M0.87%new13F-HRTimeline
AlphaStar Capital Management, LLC54,678$1.3M0.13%+1,16313F-HRTimeline
Allworth Financial LP52,165$1.24M0.01%+20,47513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC50,303$1.19M<0.01%-123,68213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC44,644$1.06M<0.01%+2,78413F-HRTimeline
TRUST POINT INC.42,648$1.01M0.09%+29013F-HRTimeline
Astoria Portfolio Advisors LLC.42,127$993K0.34%-25,12113F-HRTimeline
Paradiem, LLC37,096$881K0.24%-6,91113F-HRTimeline
Harvest Investment Services, LLC33,795$803K0.22%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC31,926$758K<0.01%-44113F-HRTimelineGroup
Optivise Advisory Services LLC30,971$736K0.41%+2,58913F-HRTimeline
LaSalle St. Investment Advisors, LLC28,934$687K0.16%+49113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.28,865$686K<0.01%+2,98213F-HRTimeline
Belpointe Asset Management LLC28,158$669K0.03%+10,68613F-HRTimeline
Simplicity Wealth,LLC25,442$604K0.05%new13F-HRTimeline
GTS SECURITIES LLC23,728$564K0.02%new13F-HRTimeline
Keel Point, LLC22,814$542K0.04%-4,12313F-HRTimeline
LifeGuide Financial Advisors, LLC22,254$529K0.22%+5,58613F-HRTimeline
Arete Wealth Advisors, LLC21,605$513K0.04%new13F-HRTimeline
Allen Capital Group, LLC21,434$509K0.06%+25013F-HRTimeline
McElhenny Sheffield Capital Management,…21,315$506K0.19%+2,56813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.20,036$477K0.03%-2,55313F-HR/ATimelineGroup
Financial Advocates Investment Manageme…18,285$434K0.03%-78613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…18,001$428K0.02%-5,50413F-HRTimelineGroup
First Heartland Consultants, Inc.17,879$425K0.04%+99713F-HRTimeline
OLD MISSION CAPITAL LLC17,008$404K0.01%new13F-HRTimeline
Advisory Alpha, LLC16,999$404K0.01%013F-HR/ATimeline
Merit Financial Group, LLC16,512$392K0.01%+5513F-HRTimeline
Schwallier Wealth Management LLC16,480$391K0.29%+3,43613F-HRTimeline
Blue Trust, Inc.15,940$379K<0.01%013F-HRTimeline
Atria Wealth Solutions, Inc.15,208$362K<0.01%+5,39713F-HRTimeline
Strategic Blueprint, LLC15,025$357K0.02%-14113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,773$351K0.01%-23913F-HRTimeline
Hobbs Group Advisors, LLC14,692$349K0.13%+1,75013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC14,604$347K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC13,232$314K<0.01%013F-HRTimelineGroup
Cyndeo Wealth Partners, LLC12,008$285K0.02%+35313F-HRTimeline
Trek Financial, LLC11,716$278K0.02%+1,74713F-HRTimeline
MML INVESTORS SERVICES, LLC11,665$277K<0.01%-99313F-HRTimeline
Focus Financial Network, Inc.11,216$267K0.01%-80013F-HRTimeline
PFG Investments, LLC10,298$245K0.02%-77013F-HRTimeline
D.A. DAVIDSON & CO.9,842$234K<0.01%+1,30013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,782$232K<0.01%new13F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC8,686$206K0.03%+3613F-HRTimeline
PVG ASSET MANAGEMENT CORP8,611$205K0.89%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,500$202K0.02%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,230$172K<0.01%+30413F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.4,703$112K<0.01%+15513F-HRTimeline
Creekmur Asset Management LLC3,683$87.5K0.02%new13F-HRTimeline
MAI Capital Management1,638$38.9K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,452$34.5K<0.01%+713F-HRTimelineGroup
Continuum Advisory, LLC1,280$30.4K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,095$25.7K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC1,000$23.8K<0.01%new13F-HRTimeline
Arax Advisory Partners732$17.4K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC386$9.18K<0.01%+213F-HRTimeline
Smartleaf Asset Management LLC373$8.84K<0.01%-26413F-HRTimeline
Values First Advisors, Inc.257$6.1K<0.01%+113F-HRTimeline
Clarity Asset Management, Inc.255$6.07K<0.01%-4,60013F-HRTimeline
IFP Advisors, Inc202$4.8K<0.01%013F-HRTimeline
Horizon Investments, LLC58$1.37K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY20$481<0.01%+1913F-HRTimelineGroup
Transce3nd, LLC14$321<0.01%-8,30413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$23<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,80213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Noble Wealth Management PBC0$00%-1,00013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.