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Disclosery

IBD NORTHERN LTS FD TR IV

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ETF (fund)

91 managers (96 13F filers) reported a position in IBD shares at 2025-06-30, 12,131,871 shares in all. 11 filers opened a position and 10 filers sold out during the quarter.

Managers
91
13F filers
96
New
11
Added
40
Reduced
33
Sold out
10
Shares held by filers
12,131,871

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 holding2,938,025$70.5M-9,308Timeline
Faithward Advisors, LLC1,463,000$35.1M5.45%+33,73013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV899,262$21.6M1.55%+225,99413F-HRTimeline
OneAscent Financial Services LLCgroup of 4 filers holding792,708$19M-147,801Timeline
Bare Financial Services, Inc637,196$15.3M5.16%+23,92413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC619,922$14.9M0.39%+3,71313F-HRTimelineGroup
Christian Investment Advisors, Inc.582,857$14M9.68%-294,34313F-HRTimeline
PAX Financial Group, LLC367,148$8.82M1.68%-52,18613F-HRTimeline
LPL Financial LLC346,177$8.31M<0.01%+37,88913F-HRTimeline
Plan A Wealth LLC190,994$4.59M2.6%+54,55213F-HRTimeline
LVZ, Inc.179,970$4.32M0.52%-7,43413F-HRTimeline
Legacy Wealth Asset Management, LLC147,185$3.53M0.9%+4,47113F-HRTimeline
Valmark Advisers, Inc.133,169$3.2M0.04%-13,55613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC130,435$3.13M<0.01%-4,32613F-HRTimelineGroup
Range Financial Group LLC124,936$3M1.18%+18,17013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…121,541$2.92M0.02%+44,75813F-HRTimelineGroup
Cetera Investment Advisers110,649$2.66M<0.01%-3,59613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.97,583$2.34M<0.01%+8,01013F-HR/ATimelineGroup
Allworth Financial LP97,088$2.33M0.01%+44,92313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC89,858$2.16M<0.01%-2,63013F-HRTimelineGroup
TrueWealth Advisors, LLC81,784$1.96M0.58%+1,72413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC79,116$1.9M<0.01%new13F-HRTimelineGroup
VICUS CAPITAL78,007$1.87M0.16%+3,03513F-HRTimeline
Cambridge Investment Research Advisors,…69,265$1.66M0.01%-47513F-HRTimeline
HFG Wealth Management, LLC65,847$1.56M0.95%+4,44013F-HRTimeline
IFP Advisors, Inc58,790$1.41M0.04%+58,58813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED58,118$1.4M0.12%-2,83613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC53,298$1.28M<0.01%+2,99513F-HRTimelineGroup
AlphaStar Capital Management, LLC52,093$1.25M0.09%-2,58513F-HRTimeline
Sanctuary Advisors, LLC47,220$1.13M0.01%new13F-HRTimeline
Simplicity Wealth,LLC46,348$1.11M0.05%+20,90613F-HRTimeline
TRUST POINT INC.42,538$1.02M0.1%-11013F-HRTimeline
Turning Point Benefit Group, Inc.42,398$1.02M0.77%new13F-HRTimeline
Paradiem, LLC34,789$835K0.21%-2,30713F-HRTimeline
Optivise Advisory Services LLC29,866$717K0.37%-1,10513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.28,693$689K<0.01%-17213F-HRTimeline
LaSalle St. Investment Advisors, LLC28,126$675K0.19%-80813F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO27,540$664K0.17%13F-HRTimeline
First Heartland Consultants, Inc.25,717$617K0.05%+7,83813F-HRTimeline
Allen Capital Group, LLC25,111$603K0.06%+3,67713F-HRTimeline
GTS SECURITIES LLC24,715$593K0.03%+98713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,368$585K<0.01%-7,55813F-HRTimelineGroup
Financial Advocates Investment Manageme…22,814$548K0.04%+4,52913F-HRTimeline
Keel Point, LLC22,814$548K0.04%013F-HRTimeline
LifeGuide Financial Advisors, LLC22,533$541K0.2%+27913F-HRTimeline
Atria Investments, Inc17,428$418K<0.01%-132,00813F-HRTimeline
Advisory Alpha, LLC17,306$416K0.01%+30713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,290$415K<0.01%-27,35413F-HRTimeline
Merit Financial Group, LLC16,648$400K<0.01%+13613F-HRTimeline
Schwallier Wealth Management LLC16,014$384K0.23%-46613F-HRTimeline
Blue Trust, Inc.15,940$383K<0.01%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,860$381K<0.01%+1,25613F-HRTimelineGroup
RMG Wealth Management LLC15,533$372K0.06%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,833$356K0.01%+6013F-HRTimeline
Hobbs Group Advisors, LLC14,817$356K0.12%+12513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…14,366$345K0.02%-3,63513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC14,202$341K<0.01%+2,53713F-HRTimeline
CWM, LLCin group CWM, LLC13,232$318K<0.01%013F-HRTimelineGroup
Atria Wealth Solutions, Inc.12,544$302K0.01%-2,66413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,544$301K<0.01%new13F-HRTimelineGroup
Trek Financial, LLC12,420$298K0.02%+70413F-HRTimeline
Cyndeo Wealth Partners, LLC12,128$291K0.02%+12013F-HRTimeline
Focus Financial Network, Inc.11,976$289K0.01%+76013F-HRTimeline
Pioneer Wealth Management Group11,577$278K0.1%new13F-HRTimeline
Harvest Investment Services, LLC11,272$271K0.06%-22,52313F-HRTimeline
McElhenny Sheffield Capital Management,…10,755$258K0.07%-10,56013F-HR/ATimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9,174$220K0.02%+67413F-HRTimeline
PFG Investments, LLC9,169$220K0.01%-1,12913F-HRTimeline
PVG ASSET MANAGEMENT CORP8,951$215K0.73%+34013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,803$211K<0.01%-97913F-HRTimelineGroup
Bedel Financial Consulting, Inc.8,720$209K0.03%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,182$196K<0.01%+95213F-HR/ATimelineGroup
Creekmur Asset Management LLC5,651$136K0.02%+1,96813F-HRTimeline
HARBOUR INVESTMENTS, INC.4,725$113K<0.01%+2213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,990$71.8K<0.01%+1,89513F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding2,148$51.6K+696Timeline
MAI Capital Management1,638$39.3K<0.01%013F-HRTimeline
Larson Financial Group LLC1,000$24K<0.01%013F-HRTimeline
Arax Advisory Partners732$17.6K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.518$12.4K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC373$8.92K<0.01%013F-HRTimeline
Values First Advisors, Inc.215$5.16K<0.01%-4213F-HRTimeline
UBS Group AGin group UBS Group AG141$3.38K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP134$3.21K<0.01%new13F-HRTimelineGroup
Clarity Asset Management, Inc.117$2.81K<0.01%-13813F-HRTimeline
Horizon Investments, LLC58$1.39K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc37$888<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY32$789<0.01%+1213F-HRTimelineGroup
Transce3nd, LLC14$328<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$5<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.