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Disclosery

SECT NORTHERN LTS FD TR IV

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CMN (fund)

96 managers (97 13F filers) reported a position in SECT shares at 2025-03-31, 47,170,594 shares in all. 8 filers opened a position and 9 filers sold out during the quarter.

Managers
96
13F filers
97
New
8
Added
30
Reduced
44
Sold out
9
Shares held by filers
47,170,594

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Orion Porfolio Solutions, LLC17,670,190$902M8.84%-244,12813F-HRTimeline
Orion Portfolio Solutions, LLC17,670,190$902M8.84%-244,12813F-HR/ATimeline
LPL Financial LLC1,970,173$101M0.04%+564,57913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,427,103$72.9M+132,411Timeline
Integrated Wealth Concepts LLC929,112$47.4M0.55%-36,34913F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV754,095$35.3M15.53%+24,38713F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC560,064$28.6M0.86%+29,18813F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC474,099$24.2M0.26%-79,30213F-HRTimeline
Atria Wealth Solutions, Inc.446,881$22.8M0.28%+44,86213F-HRTimeline
Madrona Financial Services, LLC418,883$21.4M5.88%-106,98113F-HRTimeline
GeoWealth Management, LLC400,916$20.5M0.82%+9,55413F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…390,736$20M1.76%-23,32513F-HRTimelineGroup
Copley Financial Group, Inc.343,315$17.5M13.42%-5,04913F-HR/ATimeline
WealthPLAN Partners, LLC313,031$16M2.25%+7,90313F-HRTimeline
INTEGRITY ALLIANCE, LLC.288,093$14.7M0.58%+107,14813F-HRTimeline
Encompass More Asset Management236,024$12.1M3.6%-50,95313F-HRTimeline
Mutual Advisors, LLC227,969$11.6M0.33%+6,05513F-HRTimeline
Gibbs Wealth Management221,287$11.3M2.72%-1,66113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management195,372$9.98M0.32%-6,44813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.167,499$8.55M0.02%-7,166,21213F-HRTimelineGroup
Atria Investments, Inc166,125$8.48M0.11%-38,60913F-HRTimeline
Geneos Wealth Management Inc.159,884$8.16M0.12%+106,86913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.147,028$7.51M0.05%+17,98513F-HRTimeline
Cetera Investment Advisers130,436$6.66M0.01%-6,70813F-HRTimeline
Sigma Planning Corp111,622$5.7M0.18%+26,72613F-HRTimeline
Defined Financial Planning LLC108,113$5.54M5.61%-41,30613F-HRTimeline
CWM, LLCin group CWM, LLC106,503$5.44M0.02%+76513F-HRTimelineGroup
GWN SECURITIES INC.70,643$3.74M0.21%+60,80213F-HRTimeline
Echo45 Advisors LLC70,252$3.59M2.4%+76113F-HRTimeline
Cambridge Investment Research Advisors,…68,108$3.48M0.01%-2,30213F-HRTimeline
Cooper Financial Group56,292$2.87M0.38%-1,71313F-HRTimeline
Fiduciary Alliance LLC51,160$2.61M0.26%-43613F-HRTimeline
Synergy Investment Management, LLC43,600$2.4M1%013F-HRTimeline
Freedom Investment Management, Inc.46,854$2.39M0.2%+41,75913F-HRTimeline
WORLD EQUITY GROUP, INC.43,293$2.21M0.63%-38,18113F-HRTimeline
Lunt Capital Management, Inc.41,711$2.13M0.78%+2,33013F-HRTimeline
CFC Planning Co LLC40,234$2.05M2.24%-4,59413F-HR/ATimeline
BRASS TAX WEALTH MANAGEMENT, INC38,755$1.98M0.42%+5,78113F-HRTimeline
Advantage Trust Co38,665$1.97M1.2%+21,90013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC36,348$1.86M0.73%-5,45413F-HRTimeline
Discipline Wealth Solutions, LLC33,498$1.71M0.82%-8,53113F-HRTimeline
Bravias Capital Group, LLC32,664$1.67M1.35%-3113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC30,904$1.58M<0.01%+43613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED21,868$1.12M0.1%+5,51913F-HR/ATimeline
Independent Wealth Network Inc.20,752$1.06M0.42%-1,58613F-HRTimeline
Koshinski Asset Management, Inc.16,784$857K0.07%-38813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,106$720K<0.01%-2,21413F-HRTimelineGroup
Foundations Investment Advisors, LLC13,729$701K0.01%-3,10213F-HRTimeline
PFG Investments, LLC13,462$687K0.04%-8,45613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,404$684K<0.01%-6,61513F-HRTimelineGroup
Sanctuary Advisors, LLC12,822$655K<0.01%013F-HRTimeline
Balefire, LLC12,538$640K0.22%new13F-HRTimeline
TCP Asset Management, LLC12,266$626K0.14%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,988$612K<0.01%-24,63913F-HR/ATimelineGroup
Advisory Services Network, LLC11,439$584K0.01%-2,98913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,280$576K<0.01%-15,88813F-HRTimelineGroup
RFG Advisory, LLC11,049$564K0.02%+29613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,682$545K0.02%013F-HRTimeline
Brookwood Investment Group LLC10,380$530K0.09%13F-HRTimeline
Financial Advocates Investment Manageme…9,930$507K0.04%-1,71113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,732$486K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC9,480$484K<0.01%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.9,347$477K0.03%-2,72913F-HRTimelineGroup
OLD MISSION CAPITAL LLC8,888$454K0.01%+2,14513F-HRTimeline
Farther Finance Advisors, LLC8,729$447K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,315$425K<0.01%-99313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,010$409K<0.01%-31,81513F-HRTimelineGroup
Allworth Financial LP8,092$408K<0.01%+1,65113F-HRTimeline
Simplicity Wealth,LLC7,598$388K0.03%-413F-HRTimeline
AE Wealth Management LLC6,710$343K<0.01%-9,77213F-HRTimeline
Ethos Financial Group, LLC6,016$331K0.03%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …6,418$328K0.02%+32713F-HRTimelineGroup
Sovran Advisors, LLC6,577$316K0.04%-55513F-HRTimeline
HARBOUR INVESTMENTS, INC.4,855$248K0.01%013F-HRTimeline
McAlister, Sweet & Associates, Inc.4,666$238K0.18%-100,97313F-HRTimeline
Aptus Capital Advisors, LLC4,614$236K<0.01%013F-HRTimeline
NWAM LLC4,477$229K0.02%-3,28013F-HRTimeline
Anchor Investment Management, LLC4,257$217K0.02%+7513F-HRTimeline
Barnes Dennig Private Wealth Management…4,041$206K0.31%13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,949$202K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc3,244$166K0.01%+22513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,213$164K0.01%-1513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,189$163K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,827$144K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,658$136K<0.01%new13F-HRTimeline
Nemes Rush Group LLC2,633$134K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,003$102K<0.01%+1,57313F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.2,000$102K0.05%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,452$74.1K<0.01%-1,29213F-HRTimelineGroup
Rosenberg Matthew Hamilton1,388$70.9K0.02%new13F-HRTimeline
Painted Porch Advisors LLC1,321$67.5K0.03%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA985$50K<0.01%-63813F-HR/ATimelineGroup
Westside Investment Management, Inc.834$42.6K0.01%013F-HRTimeline
Continuum Advisory, LLC495$25.3K<0.01%-1013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO378$19.3K<0.01%+37713F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.