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Disclosery

SECT NORTHERN LTS FD TR IV

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CMN (fund)

125 managers (127 13F filers) reported a position in SECT shares at 2026-06-30, 37,401,646 shares in all. 21 filers opened a position and 8 filers sold out during the quarter.

Managers
125
13F filers
127
New
21
Added
48
Reduced
38
Sold out
8
Shares held by filers
37,401,646

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Orion Porfolio Solutions, LLC17,402,704$1.25B9.6%-57,41913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,193,703$446M0.52%+8,05013F-HRTimelineGroup
LPL Financial LLC5,688,149$410M0.09%+579,23413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,475,775$106M+42,872Timeline
POTOMAC FUND MANAGEMENT INC /ADV845,221$60.9M1.53%+12,75413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC647,836$46.7M1.01%-79,32113F-HRTimelineGroup
GeoWealth Management, LLC613,483$44.2M1.39%+74,95413F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…392,324$28.3M1.9%-4,76013F-HRTimelineGroup
Copley Financial Group, Inc.384,988$27.7M16.78%+140,75713F-HRTimeline
Cetera Investment Advisers346,474$25M0.02%-8,23213F-HRTimeline
Madrona Financial Services, LLC261,358$18.8M3.47%+5,75813F-HRTimeline
Mutual Advisors, LLC246,758$17.8M0.34%+12,44813F-HRTimeline
INTEGRITY ALLIANCE, LLC.216,151$15.6M0.49%+5,07213F-HRTimeline
Encompass More Asset Management176,200$12.7M1.86%+7,42413F-HRTimeline
Silver Grove Financial Group, Inc.162,820$11.7M6.35%+9,54913F-HRTimeline
AMG Asset Management Group, Inc.153,480$11.1M6.93%-5,37413F-HRTimeline
Ausdal Financial Partners, Inc.134,956$9.72M0.38%-8,73313F-HRTimeline
Atria Investments, Inc116,376$8.39M0.08%-29,07913F-HRTimeline
HARBOUR INVESTMENTS, INC.116,026$8.36M0.11%-17,07713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management106,703$7.69M0.23%-24,91613F-HRTimelineGroup
Triad Wealth Partners, LLC103,495$7.35M0.44%+93,32113F-HRTimeline
Virtue Capital Management, LLC85,721$6.18M0.82%+13,46513F-HRTimeline
Cambridge Investment Research Advisors,…78,653$5.67M0.01%+6,13713F-HR/ATimeline
Geneos Wealth Management Inc.77,629$5.59M0.11%-1,00713F-HRTimeline
Echo45 Advisors LLC68,750$4.95M2.56%-1,38213F-HRTimeline
Mariner, LLCin group Mariner, LLC66,390$4.78M0.01%-40,63613F-HRTimelineGroup
PACIFIC FINANCIAL GROUP INC64,658$4.66M2.23%+5,47913F-HRTimeline
Waverly Advisors, LLC48,684$3.51M0.02%+2,47513F-HRTimeline
GWN SECURITIES INC.48,013$3.46M0.58%+5,14513F-HRTimeline
Advantage Trust Co47,492$3.42M1.2%+77713F-HRTimeline
Tactive Advisors, LLC41,307$2.98M0.73%-3,77613F-HRTimeline
Balefire, LLC41,188$2.97M0.48%-6,79213F-HRTimeline
CFC Planning Co LLC41,100$2.96M1.75%-64813F-HRTimeline
Synergy Investment Management, LLC38,780$2.79M0.68%-52413F-HRTimeline
Lunt Capital Management, Inc.37,166$2.68M0.98%-25213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC34,187$2.46M0.26%+21,63413F-HRTimeline
Signal Advisors Wealth, LLC33,183$2.39M0.13%+11,54613F-HRTimeline
WORLD EQUITY GROUP, INC.33,018$2.38M0.53%+8,63813F-HRTimeline
Ethos Financial Group, LLC34,437$2.35M0.16%+28,37913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,686$2.28M<0.01%-13,73113F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC29,445$2.12M0.36%-3,51013F-HRTimeline
Independent Wealth Network Inc.27,935$2.01M0.51%+3,44513F-HRTimeline
BAM Wealth Management, LLC26,870$1.94M1.21%+5,70413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED26,271$1.89M0.11%+43713F-HRTimeline
Fiduciary Alliance LLC24,286$1.75M0.12%-34913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC24,007$1.73M<0.01%+1,37413F-HRTimeline
Simplicity Wealth,LLC22,084$1.59M0.05%+10513F-HRTimeline
Bravias Capital Group, LLC21,979$1.58M0.94%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,050$1.52M<0.01%-15,24513F-HRTimelineGroup
SMITH, MOORE & CO.21,034$1.52M0.1%+2,16313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC20,888$1.51M0.02%+413F-HRTimeline
Koshinski Asset Management, Inc.20,050$1.44M0.08%+46113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,192$1.17M0.02%-3,54813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC15,589$1.12M<0.01%+2,18013F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers13,814$995K<0.01%-39113F-HRTimelineGroup
PFG Investments, LLC12,885$928K0.04%+65913F-HRTimeline
TCP Asset Management, LLC12,266$884K0.1%013F-HRTimeline
Advisory Services Network, LLC12,058$869K0.01%+1,08813F-HRTimeline
Sanctuary Advisors, LLC11,758$847K<0.01%+1513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,664$841K<0.01%-32013F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.10,427$751K<0.01%013F-HRTimelineGroup
Foundations Investment Advisors, LLC10,278$741K0.01%-12,62113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding10,308$721K+5,063Timeline
Sigma Planning Corp9,611$693K0.02%-121,59413F-HRTimeline
Integrated Wealth Concepts LLC8,901$641K<0.01%+1,92013F-HRTimeline
Barnes Dennig Private Wealth Management…7,713$556K0.44%013F-HRTimeline
SIGNATUREFD, LLC7,653$551K0.01%013F-HRTimeline
Farther Finance Advisors, LLC7,595$547K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,298$526K<0.01%+64013F-HRTimelineGroup
Integrity Advisory Solutions, LLC6,935$500K0.05%+1,60813F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth6,916$498K<0.01%+85513F-HRTimelineGroup
WIN ADVISORS, INC6,767$488K0.17%new13F-HRTimeline
AE Wealth Management LLC6,270$452K<0.01%-1,28913F-HRTimeline
Summit Financial, LLC6,203$447K<0.01%+2,70513F-HRTimeline
Western Wealth Management, LLC6,037$435K0.01%-413F-HRTimeline
Sovran Advisors, LLC6,236$434K0.03%013F-HRTimeline
J.W. COLE ADVISORS, INC.5,820$419K0.01%+613F-HRTimeline
Buck Wealth Strategies, LLC5,482$395K0.04%+713F-HRTimeline
FLOW TRADERS U.S. LLC5,469$394K0.02%-20,49213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,203$375K<0.01%-35013F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.5,115$369K0.01%-3113F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC5,002$360K0.09%+1,11413F-HRTimeline
UBS Group AGin group UBS Group AG4,404$317K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,387$316K<0.01%+3,07913F-HRTimelineGroup
Discipline Wealth Solutions, LLC4,375$315K0.03%-22813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,302$310K<0.01%+1,49513F-HRTimelineGroup
Qube Research & Technologies Ltd4,301$310K<0.01%new13F-HRTimeline
Keystone Financial Group4,272$308K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,254$307K<0.01%+2,93413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC4,153$299K<0.01%013F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC4,097$295K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC3,902$281K0.09%new13F-HRTimeline
Arkadios Wealth Advisors3,807$274K<0.01%+513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,643$263K<0.01%-1,15813F-HRTimelineGroup
Allworth Financial LP3,509$253K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,482$248K<0.01%013F-HRTimelineGroup
Perigon Wealth Management, LLC3,301$238K<0.01%new13F-HRTimeline
Waterfront Wealth Inc.3,300$237K0.04%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,276$236K<0.01%new13F-HRTimelineGroup
Mission Financial Group, LLC3,244$234K0.19%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,200$231K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,192$230K0.01%-3,19213F-HRTimelineGroup
ProVise Management Group, LLC3,141$226K0.02%new13F-HRTimeline
Magnus Financial Group LLC3,066$221K0.02%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,049$220K<0.01%new13F-HRTimelineGroup
Regatta Research & Money Management2,963$213K0.2%13F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,942$212K0.03%new13F-HRTimelineGroup
Veracity Capital LLC2,917$210K0.06%new13F-HRTimeline
Squire Investment Management Company, L…2,905$209K0.05%new13F-HRTimeline
Creative Planningin group Creative Planning2,889$208K<0.01%new13F-HRTimelineGroup
Csenge Advisory Group2,776$200K0.01%new13F-HRTimeline
Nemes Rush Group LLC2,633$190K0.02%013F-HRTimeline
FMR LLCin group FMR LLC2,491$179K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,627$117K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton1,138$82K0.02%-3213F-HRTimeline
Global Retirement Partners, LLC994$71.6K<0.01%13F-HRTimeline
Westside Investment Management, Inc.834$60.1K0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC484$34.9K<0.01%13F-HRTimeline
Fortis Group Advisors, LLC465$33.5K0.01%013F-HRTimeline
Continuum Advisory, LLC410$29.5K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP337$23.7K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc314$22.6K<0.01%-14813F-HRTimeline
OAKWORTH CAPITAL, INC.300$21.5K<0.01%new13F-HRTimeline
Go Invest LLC102$7.37K<0.01%+813F-HRTimeline
Ashton Thomas Private Wealth, LLC82$5.91K<0.01%+113F-HRTimeline