Skip to content
Disclosery

IBD NORTHERN LTS FD TR IV

Follow

ETF (fund)

97 managers (101 13F filers) reported a position in IBD shares at 2025-12-31, 14,620,254 shares in all. 9 filers opened a position and 9 filers sold out during the quarter.

Managers
97
13F filers
101
New
9
Added
61
Reduced
16
Sold out
9
Shares held by filers
14,620,254

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 holding3,371,726$81.6M+286,085Timeline
Faithward Advisors, LLC1,593,436$38.6M5.65%+96,65913F-HRTimeline
OneAscent Financial Services LLCgroup of 4 filers holding1,117,736$27M+74,990Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV987,188$23.9M1.51%+49,29913F-HRTimeline
Bare Financial Services, Inc714,733$17.3M4.81%+40,76313F-HRTimeline
Christian Investment Advisors, Inc.608,768$14.7M11.94%+26,46413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…585,420$14.1M0.02%new13F-HRTimeline
LPL Financial LLC420,194$10.2M<0.01%+69,11413F-HRTimeline
PAX Financial Group, LLC338,696$8.2M1.41%+7,06213F-HRTimeline
WorthPointe, LLC312,296$7.56M1.99%new13F-HRTimeline
Plan A Wealth LLC282,343$6.83M3.34%+44,17513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC209,196$5.06M0.01%+14,12513F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…197,998$4.79M0.03%+50,60713F-HRTimelineGroup
Valmark Advisers, Inc.188,773$4.57M0.06%-9,15513F-HRTimeline
LVZ, Inc.182,015$4.4M0.49%-1,08613F-HR/ATimeline
Legacy Wealth Asset Management, LLC159,631$3.86M0.95%+7,99813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC155,911$3.77M<0.01%+10,02613F-HRTimelineGroup
Cetera Investment Advisers154,269$3.73M<0.01%+22,59713F-HRTimeline
Range Financial Group LLC137,359$3.32M1.15%+5,08113F-HRTimeline
Allworth Financial LP124,128$3M0.01%+6,88513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.112,738$2.73M<0.01%+14,25413F-HRTimelineGroup
Belpointe Asset Management LLC101,832$2.46M0.09%+3,96813F-HRTimeline
TrueWealth Advisors, LLC92,226$2.23M0.58%+7,94713F-HRTimeline
VICUS CAPITAL83,349$2.02M0.15%+3,49113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC73,872$1.79M<0.01%-19,41513F-HRTimelineGroup
IFP Advisors, Inc73,637$1.78M0.04%+64613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC72,917$1.76M0.01%+20,91713F-HRTimelineGroup
AlphaStar Capital Management, LLC65,930$1.6M0.12%+12,38613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV65,475$1.58M0.08%+10,50713F-HRTimeline
Cambridge Investment Research Advisors,…62,992$1.52M<0.01%-1,61513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED59,382$1.43M0.1%+1,13613F-HRTimeline
Allen Capital Group, LLC58,102$1.41M0.13%+14,45413F-HRTimeline
Cornerstone Financial Management LLC58,030$1.4M1.32%13F-HR/ATimeline
Optivise Advisory Services LLC55,308$1.34M0.77%+26,59213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC49,251$1.19M<0.01%+30,26713F-HRTimelineGroup
Blue Trust, Inc.47,888$1.16M0.01%+31,94813F-HRTimeline
HFG Wealth Management, LLC41,726$1.01M0.56%-30,64513F-HRTimeline
First Heartland Consultants, Inc.40,882$989K0.07%+13,89113F-HRTimeline
TRUST POINT INC.40,269$975K0.08%+95913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC37,512$908K0.02%-577,50613F-HRTimelineGroup
TrustWell Financial Advisors, LLC37,241$901K0.87%13F-HRTimeline
Paradiem, LLC34,789$842K0.2%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO34,238$829K0.11%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC33,110$801K0.13%+4,07613F-HRTimeline
Turning Point Benefit Group, Inc.30,298$733K0.38%-8,51413F-HRTimeline
AE Wealth Management LLC30,042$727K<0.01%new13F-HRTimeline
Simplicity Wealth,LLC26,611$644K0.04%+6,26013F-HRTimeline
Larry Mathis Financial Planning, LLC25,762$623K0.55%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC24,584$595K<0.01%+2,05113F-HRTimeline
Keel Point, LLC23,897$578K0.03%-6113F-HRTimeline
LifeGuide Financial Advisors, LLC23,585$571K0.19%+96313F-HRTimeline
Merit Financial Group, LLC22,857$553K<0.01%+33013F-HRTimeline
CARLSON FINANCIAL, INC.21,914$530K0.31%13F-HRTimeline
CWM, LLCin group CWM, LLC20,396$494K<0.01%-9013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,087$486K<0.01%-41,45713F-HR/ATimelineGroup
Straight Path Wealth Management19,629$475K0.13%+13,12913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…19,126$463K0.02%+6,64313F-HRTimelineGroup
Schwallier Wealth Management LLC19,147$462K0.3%+1,88113F-HRTimeline
Sanctuary Advisors, LLC17,415$421K<0.01%+48313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,855$408K0.01%+1,31813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,860$384K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC15,717$380K<0.01%+1,28913F-HRTimeline
Trek Financial, LLC15,086$365K0.02%013F-HRTimeline
Hobbs Group Advisors, LLC15,057$364K0.11%+14113F-HRTimeline
Pioneer Wealth Management Group14,924$361K0.11%+53413F-HRTimeline
Waverly Advisors, LLC14,691$356K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,568$353K<0.01%+70113F-HRTimelineGroup
Atria Investments, Inc14,278$346K<0.01%+7913F-HRTimeline
Harvest Investment Services, LLC13,327$323K0.06%-2,78313F-HRTimeline
HOWARD BAILEY SECURITIES, LLC11,624$281K0.11%-19613F-HRTimeline
Cyndeo Wealth Partners, LLC11,398$276K0.01%+213F-HRTimeline
PVG ASSET MANAGEMENT CORP11,071$268K0.57%+1,90013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC10,500$254K0.14%new13F-HRTimeline
Bedel Financial Consulting, Inc.9,605$232K0.03%+53413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,408$228K<0.01%+46013F-HRTimelineGroup
PFG Investments, LLC8,978$217K0.01%+12613F-HRTimeline
Advisory Services Network, LLC8,634$209K<0.01%+1,07713F-HRTimeline
D.A. DAVIDSON & CO.8,433$204K<0.01%013F-HRTimeline
SHP Wealth Management7,430$180K0.01%13F-HRTimeline
Hanson & Doremus Investment Management6,535$158K0.02%+6013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,780$67.3K<0.01%-16413F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,609$63.1K<0.01%+60513F-HRTimelineGroup
Values First Advisors, Inc.2,317$56.1K0.03%+3513F-HRTimeline
MAI Capital Management1,638$39.6K<0.01%013F-HRTimeline
Larson Financial Group LLC1,000$24.2K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC924$22.4K0.01%+6513F-HRTimeline
Arax Advisory Partners732$17.7K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.518$12.5K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC373$9.01K<0.01%013F-HRTimeline
CX Institutional365$9K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.170$4.11K<0.01%13F-HRTimeline
Clarity Asset Management, Inc.120$2.91K<0.01%-1,05313F-HRTimeline
FMR LLCin group FMR LLC94$2.27K<0.01%+7113F-HRTimelineGroup
MCF Advisors LLC88$2.14K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc37$895<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$40<0.01%-3113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$10<0.01%-1613F-HRTimelineGroupAmount filed as zero, left out of ratios.