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Disclosery

IBD NORTHERN LTS FD TR IV

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ETF (fund)

104 managers (108 13F filers) reported a position in IBD shares at 2026-03-31, 16,427,957 shares in all. 13 filers opened a position and 6 filers sold out during the quarter.

Managers
104
13F filers
108
New
13
Added
65
Reduced
21
Sold out
6
Shares held by filers
16,427,957

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 holding4,327,789$103M+956,063Timeline
Faithward Advisors, LLC1,661,706$39.6M5.66%+68,27013F-HRTimeline
OneAscent Financial Services LLCgroup of 4 filers holding1,145,614$27.3M+27,878Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,056,481$25.2M1.53%+69,29313F-HRTimeline
Bare Financial Services, Inc769,879$18.4M4.85%+55,14613F-HRTimeline
LPL Financial LLC615,486$14.7M<0.01%+195,29213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC575,866$13.7M0.32%+538,35413F-HRTimelineGroup
PAX Financial Group, LLC343,996$8.21M1.4%+5,30013F-HRTimeline
Plan A Wealth LLC297,360$7.09M3.4%+15,01713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC228,764$5.46M<0.01%+179,51313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…225,919$5.37M0.03%+27,92113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC212,075$5.06M0.01%+2,87913F-HRTimelineGroup
WorthPointe, LLC206,967$4.94M1.35%-105,32913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC200,001$4.77M<0.01%+179,91413F-HRTimelineGroup
LVZ, Inc.195,296$4.66M0.53%+13,28113F-HRTimeline
Valmark Advisers, Inc.186,518$4.45M0.05%-2,25513F-HRTimeline
Cetera Investment Advisers178,643$4.26M<0.01%+24,37413F-HRTimeline
Legacy Wealth Asset Management, LLC170,546$4.07M0.99%+10,91513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC156,095$3.72M<0.01%+18413F-HRTimelineGroup
Allworth Financial LP147,360$3.52M0.01%+23,23213F-HRTimeline
Range Financial Group LLC133,193$3.18M1.07%-4,16613F-HRTimeline
TrueWealth Advisors, LLC110,273$2.63M0.66%+18,04713F-HRTimeline
Belpointe Asset Management LLC105,617$2.52M0.09%+3,78513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.92,421$2.21M<0.01%-20,31713F-HRTimelineGroup
VICUS CAPITAL84,925$2.03M0.15%+1,57613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC80,238$1.91M0.01%+7,32113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC79,818$1.9M<0.01%+5,94613F-HRTimelineGroup
IFP Advisors, Inc79,663$1.9M0.04%+6,02613F-HRTimeline
Farther Finance Advisors, LLC76,807$1.83M0.02%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV75,819$1.81M0.09%+10,34413F-HRTimeline
AlphaStar Capital Management, LLC68,892$1.64M0.12%+2,96213F-HRTimeline
Cambridge Investment Research Advisors,…64,797$1.55M<0.01%+1,80513F-HRTimeline
Cornerstone Financial Management LLC61,595$1.47M1.35%+3,56513F-HR/ATimeline
Allen Capital Group, LLC58,251$1.39M0.13%+14913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC55,449$1.32M<0.01%new13F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO53,117$1.27M0.13%+18,87913F-HRTimeline
Optivise Advisory Services LLC52,962$1.26M0.76%-2,34613F-HRTimeline
Turning Point Benefit Group, Inc.45,583$1.09M0.69%+15,28513F-HRTimeline
AE Wealth Management LLC45,006$1.07M0.01%+14,96413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…43,967$1.05M<0.01%new13F-HRTimelineGroup
TRUST POINT INC.43,794$1.04M0.09%+3,52513F-HRTimeline
First Heartland Consultants, Inc.42,150$1.01M0.08%+1,26813F-HRTimeline
LaSalle St. Investment Advisors, LLC41,960$1M0.14%+8,85013F-HRTimeline
HFG Wealth Management, LLC40,892$976K0.54%-83413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED37,671$899K0.07%-21,71113F-HRTimeline
Independent Advisor Alliance37,407$892K0.01%new13F-HRTimeline
Tulsa Wealth Advisors, INC31,933$762K0.13%new13F-HRTimeline
TrustWell Financial Advisors, LLC31,524$752K0.71%-5,71713F-HRTimeline
Revisor Wealth Management LLC30,077$720K0.2%new13F-HRTimeline
Simplicity Wealth,LLC29,683$708K0.04%+3,07213F-HRTimeline
HARBOUR INVESTMENTS, INC.29,214$697K0.01%+26,43413F-HRTimeline
LifeGuide Financial Advisors, LLC26,691$637K0.2%+3,10613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,027$621K<0.01%+1,44313F-HRTimeline
Larry Mathis Financial Planning, LLC25,762$615K0.55%013F-HRTimeline
Keel Point, LLC24,795$592K0.04%+89813F-HRTimeline
Cyndeo Wealth Partners, LLC24,455$583K0.03%+13,05713F-HRTimeline
Merit Financial Group, LLC24,454$583K<0.01%+1,59713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC22,535$538K<0.01%new13F-HRTimeline
Christian Investment Advisors, Inc.20,617$498K0.31%-588,15113F-HRTimeline
Pioneer Wealth Management Group20,826$497K0.14%+5,90213F-HRTimeline
CWM, LLCin group CWM, LLC20,021$478K<0.01%-37513F-HRTimelineGroup
CARLSON FINANCIAL, INC.20,002$477K0.28%-1,91213F-HRTimeline
Straight Path Wealth Management19,590$467K0.12%-3913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,131$456K0.01%+2,27613F-HR/ATimeline
Advisory Services Network, LLC18,571$443K0.01%+9,93713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,335$439K<0.01%-567,08513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…18,255$436K0.01%-87113F-HR/ATimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC18,200$434K<0.01%+2,34013F-HRTimelineGroup
RMG Wealth Management LLC18,082$432K0.05%new13F-HRTimeline
RFG Advisory, LLC17,232$411K0.01%new13F-HRTimeline
Blue Trust, Inc.17,055$407K<0.01%-30,83313F-HRTimeline
Schwallier Wealth Management LLC16,138$385K0.28%-3,00913F-HRTimeline
Trek Financial, LLC15,596$372K0.02%+51013F-HRTimeline
Hobbs Group Advisors, LLC15,110$360K0.11%+5313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,822$354K<0.01%+25413F-HRTimelineGroup
Waverly Advisors, LLC14,734$352K<0.01%+4313F-HRTimeline
Atria Investments, Inc14,711$351K<0.01%+43313F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC14,500$346K0.19%+4,00013F-HR/ATimeline
HOWARD BAILEY SECURITIES, LLC14,016$334K0.14%+2,39213F-HRTimeline
Sanctuary Advisors, LLC11,569$276K<0.01%-5,84613F-HRTimeline
MRA Advisory Group11,238$268K0.11%new13F-HRTimeline
Harvest Investment Services, LLC10,947$261K0.05%-2,38013F-HRTimeline
Bedel Financial Consulting, Inc.10,526$251K0.03%+92113F-HRTimeline
PVG ASSET MANAGEMENT CORP10,488$250K0.15%-58313F-HRTimeline
Gateway Wealth Partners, LLC10,396$248K0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,760$233K<0.01%+35213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC8,941$213K<0.01%-6,77613F-HRTimeline
Triad Wealth Partners, LLC8,814$210K0.02%new13F-HRTimeline
D.A. DAVIDSON & CO.8,433$201K<0.01%013F-HRTimeline
SHP Wealth Management7,430$177K0.01%013F-HRTimeline
Hanson & Doremus Investment Management6,435$154K0.02%-10013F-HRTimeline
Root Financial Partners, LLC4,936$118K0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,622$62.6K<0.01%+1313F-HRTimelineGroup
Values First Advisors, Inc.2,329$55.6K0.03%+1213F-HRTimeline
AdvisorNet Financial, Inc2,277$54.3K<0.01%+2,24013F-HRTimeline
MAI Capital Management1,638$39.1K<0.01%013F-HRTimeline
Larson Financial Group LLC1,000$23.9K<0.01%013F-HRTimeline
Arax Advisory Partners732$17.5K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.697$16.6K<0.01%+17913F-HRTimeline
Smartleaf Asset Management LLC373$8.87K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.170$4.06K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.121$2.88K<0.01%+113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY41$982<0.01%+4013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$3<0.01%013F-HR/ATimelineGroupAmount filed as zero, left out of ratios.