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Disclosery

IBD NORTHERN LTS FD TR IV

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ETF (fund)

93 managers (97 13F filers) reported a position in IBD shares at 2025-09-30, 13,133,525 shares in all. 12 filers opened a position and 8 filers sold out during the quarter.

Managers
93
13F filers
97
New
12
Added
53
Reduced
21
Sold out
8
Shares held by filers
13,133,525

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 holding3,085,641$74.5M+147,616Timeline
Faithward Advisors, LLC1,496,777$36.1M5.37%+33,77713F-HRTimeline
OneAscent Financial Services LLCgroup of 4 filers holding1,042,746$25.2M+250,038Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV937,889$22.7M1.52%+38,62713F-HRTimeline
Bare Financial Services, Inc673,970$16.3M4.86%+36,77413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC615,018$14.9M0.36%-4,90413F-HRTimelineGroup
Christian Investment Advisors, Inc.582,304$14.1M11.3%-55313F-HRTimeline
LPL Financial LLC351,080$8.48M<0.01%+4,90313F-HRTimeline
PAX Financial Group, LLC331,634$8.01M1.44%-35,51413F-HRTimeline
Plan A Wealth LLC238,168$5.75M2.93%+47,17413F-HRTimeline
Valmark Advisers, Inc.197,928$4.78M0.06%+64,75913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC195,071$4.71M0.01%new13F-HRTimelineGroup
LVZ, Inc.183,101$4.42M0.5%+3,13113F-HRTimeline
Legacy Wealth Asset Management, LLC151,633$3.66M0.89%+4,44813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…147,391$3.56M0.03%+25,85013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC145,885$3.52M<0.01%+15,45013F-HRTimelineGroup
Range Financial Group LLC132,278$3.19M1.15%+7,34213F-HRTimeline
Cetera Investment Advisers131,672$3.18M<0.01%+21,02313F-HRTimeline
Allworth Financial LP117,243$2.83M0.01%+20,15513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.98,484$2.38M<0.01%+90113F-HRTimelineGroup
Belpointe Asset Management LLC97,864$2.36M0.09%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC93,287$2.25M<0.01%+3,42913F-HRTimelineGroup
TrueWealth Advisors, LLC84,279$2.04M0.55%+2,49513F-HRTimeline
VICUS CAPITAL79,858$1.93M0.15%+1,85113F-HRTimeline
IFP Advisors, Inc72,991$1.76M0.05%+14,20113F-HR/ATimeline
HFG Wealth Management, LLC72,371$1.75M0.95%+6,52413F-HR/ATimeline
Cambridge Investment Research Advisors,…64,607$1.56M<0.01%-4,65813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC61,544$1.49M<0.01%+49,00013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED58,246$1.41M0.11%+12813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV54,968$1.33M0.08%+45,79413F-HRTimeline
AlphaStar Capital Management, LLC53,544$1.29M0.11%+1,45113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC52,000$1.26M0.01%+27,63213F-HRTimelineGroup
Allen Capital Group, LLC43,648$1.05M0.1%+18,53713F-HRTimeline
TRUST POINT INC.39,310$949K0.08%-3,22813F-HRTimeline
Turning Point Benefit Group, Inc.38,812$938K0.57%-3,58613F-HRTimeline
Paradiem, LLC34,789$840K0.2%013F-HRTimeline
LaSalle St. Investment Advisors, LLC29,034$701K0.13%+90813F-HRTimeline
Optivise Advisory Services LLC28,716$693K0.41%-1,15013F-HRTimeline
First Heartland Consultants, Inc.26,991$652K0.05%+1,27413F-HRTimeline
Keel Point, LLC23,958$579K0.04%+1,14413F-HRTimeline
LifeGuide Financial Advisors, LLC22,622$544K0.2%+8913F-HRTimeline
Merit Financial Group, LLC22,527$544K0.01%+5,87913F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC22,533$544K<0.01%+5,24313F-HRTimeline
CWM, LLCin group CWM, LLC20,486$495K<0.01%+7,25413F-HRTimelineGroup
Simplicity Wealth,LLC20,351$491K0.03%-25,99713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,984$458K<0.01%-34,31413F-HRTimelineGroup
Schwallier Wealth Management LLC17,266$417K0.26%+1,25213F-HRTimeline
Sanctuary Advisors, LLC16,932$409K<0.01%-30,28813F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,462$398K<0.01%-62,65413F-HRTimelineGroup
Harvest Investment Services, LLC16,110$389K0.08%+4,83813F-HRTimeline
Blue Trust, Inc.15,940$385K<0.01%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,860$383K<0.01%013F-HRTimelineGroup
RMG Wealth Management LLC15,653$380K0.05%+12013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,537$375K0.01%+70413F-HRTimeline
Trek Financial, LLC15,086$364K0.02%+2,66613F-HRTimeline
Hobbs Group Advisors, LLC14,916$360K0.11%+9913F-HRTimeline
MML INVESTORS SERVICES, LLC14,428$348K<0.01%+22613F-HRTimeline
Pioneer Wealth Management Group14,390$348K0.11%+2,81313F-HRTimeline
Atria Investments, Inc14,199$343K<0.01%-3,22913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,867$335K<0.01%+5,68513F-HRTimelineGroup
Straight Path Wealth Management6,500$320K0.09%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,483$301K0.01%-1,88313F-HRTimelineGroup
Advisory Alpha, LLC12,369$300K0.01%-4,93713F-HRTimeline
HOWARD BAILEY SECURITIES, LLC11,820$285K0.08%new13F-HR/ATimeline
Cyndeo Wealth Partners, LLC11,396$275K0.02%-73213F-HRTimeline
Focus Financial Network, Inc.10,627$258K0.01%-1,34913F-HRTimeline
Sheets Smith Investment Management9,171$221K0.14%new13F-HRTimeline
PVG ASSET MANAGEMENT CORP9,171$221K0.82%+22013F-HRTimeline
Bedel Financial Consulting, Inc.9,071$219K0.03%+35113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,948$216K<0.01%+14513F-HRTimelineGroup
PFG Investments, LLC8,852$214K0.01%-31713F-HRTimeline
D.A. DAVIDSON & CO.8,433$204K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC8,087$195K0.42%new13F-HRTimeline
Advisory Services Network, LLC7,557$183K<0.01%new13F-HRTimeline
Hanson & Doremus Investment Management6,475$156K0.02%new13F-HRTimeline
Creekmur Asset Management LLC4,075$98.4K0.02%-1,57613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,990$72.2K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,944$71.1K<0.01%-1,78113F-HRTimeline
Values First Advisors, Inc.2,282$55.1K0.03%+2,06713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding2,004$48.4K-144Timeline
MAI Capital Management1,638$39.6K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.1,173$28.3K0.02%+1,05613F-HRTimeline
Larson Financial Group LLC1,000$24.1K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC859$20.7K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.518$12.5K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC373$9.02K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG155$3.74K<0.01%+1413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…109$2.63K<0.01%new13F-HRTimelineGroup
Horizon Investments, LLC58$1.4K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc37$894<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY32$794<0.01%013F-HR/ATimelineGroup
FMR LLCin group FMR LLC23$567<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN16$376<0.01%+1613F-HRTimelineGroup