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Disclosery

SECT NORTHERN LTS FD TR IV

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CMN (fund)

102 managers (103 13F filers) reported a position in SECT shares at 2025-06-30, 35,446,492 shares in all. 11 filers opened a position and 7 filers sold out during the quarter.

Managers
102
13F filers
103
New
11
Added
28
Reduced
46
Sold out
7
Shares held by filers
35,446,492

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC17,533,925$1.02B8.69%-136,26513F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,666,366$387M0.69%+6,498,86713F-HR/ATimelineGroup
LPL Financial LLC2,958,356$172M0.06%+988,18313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,287,487$74.8M-139,616Timeline
POTOMAC FUND MANAGEMENT INC /ADV804,635$47M2.69%+50,54013F-HR/ATimeline
Integrated Wealth Concepts LLC655,583$38.1M0.38%-273,52913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC569,987$33.1M0.87%+9,92313F-HRTimelineGroup
GeoWealth Management, LLC512,662$29.8M1.16%+111,74613F-HRTimeline
Madrona Financial Services, LLC425,082$24.7M5.92%+6,19913F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…387,494$22.5M1.77%-3,24213F-HRTimelineGroup
WealthPLAN Partners, LLC320,140$18.6M2.99%+7,10913F-HRTimeline
Copley Financial Group, Inc.301,629$17.5M12.99%-41,68613F-HRTimeline
Mutual Advisors, LLC230,000$13.7M0.34%+2,03113F-HRTimeline
Encompass More Asset Management223,230$13M3.03%-12,79413F-HRTimeline
INTEGRITY ALLIANCE, LLC.184,016$10.7M0.58%-104,07713F-HRTimeline
Atria Investments, Inc165,743$9.62M0.11%-38213F-HRTimeline
Cetera Investment Advisers157,823$9.16M0.02%+27,38713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.155,435$9.03M0.05%+8,40713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management127,851$7.19M0.26%-67,52113F-HRTimelineGroup
Defined Financial Planning LLC116,273$6.77M6.02%+8,16013F-HRTimeline
Sigma Planning Corp111,266$6.46M0.19%-35613F-HRTimeline
Atria Wealth Solutions, Inc.108,779$6.33M0.14%-338,10213F-HRTimeline
CWM, LLCin group CWM, LLC102,998$5.98M0.02%-3,50513F-HRTimelineGroup
Geneos Wealth Management Inc.88,809$5.16M0.13%-71,07513F-HRTimeline
GWN SECURITIES INC.82,106$4.77M0.88%+11,46313F-HRTimeline
Echo45 Advisors LLC69,990$4.06M2.56%-26213F-HRTimeline
Cambridge Investment Research Advisors,…64,475$3.74M0.01%-3,63313F-HRTimeline
Tactive Advisors, LLC48,566$2.82M0.91%13F-HRTimeline
Freedom Investment Management, Inc.48,478$2.82M0.22%+1,62413F-HRTimeline
Synergy Investment Management, LLC44,138$2.56M1.55%+53813F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC42,406$2.46M0.47%+3,65113F-HRTimeline
Lunt Capital Management, Inc.41,995$2.44M0.93%+28413F-HRTimeline
Advantage Trust Co39,586$2.3M1.13%+92113F-HRTimeline
CFC Planning Co LLC39,489$2.29M2.21%-74513F-HRTimeline
WORLD EQUITY GROUP, INC.38,325$2.23M0.61%-4,96813F-HRTimeline
Fiduciary Alliance LLC36,519$2.12M0.16%-14,64113F-HRTimeline
Discipline Wealth Solutions, LLC32,845$1.91M0.73%-65313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,964$1.86M<0.01%+23,95413F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC31,227$1.81M0.6%-5,12113F-HR/ATimeline
Bravias Capital Group, LLC28,731$1.67M1.22%-3,93313F-HRTimeline
Gibbs Wealth Management28,471$1.65M0.32%-192,81613F-HRTimeline
Triad Wealth Partners, LLC26,460$1.54M0.31%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,852$1.5M<0.01%-5,05213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED25,131$1.46M0.12%+3,26313F-HRTimeline
Balefire, LLC20,809$1.21M0.26%+8,27113F-HRTimeline
Independent Wealth Network Inc.20,313$1.18M0.43%-43913F-HRTimeline
Koshinski Asset Management, Inc.20,094$1.17M0.09%+3,31013F-HRTimeline
Tripletail Wealth Management, LLC18,510$1.1M1.57%13F-HRTimeline
OLD MISSION CAPITAL LLC17,575$1.02M0.03%+8,68713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,365$834K<0.01%+96113F-HRTimelineGroup
PFG Investments, LLC13,462$782K0.05%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers13,380$777K<0.01%-72613F-HRTimelineGroup
Sanctuary Advisors, LLC12,822$745K<0.01%013F-HRTimeline
TCP Asset Management, LLC12,266$712K0.14%013F-HRTimeline
Private Advisor Group, LLC11,472$666K<0.01%+1,99213F-HRTimeline
Advisory Services Network, LLC10,924$643K0.01%-51513F-HRTimeline
Foundations Investment Advisors, LLC10,961$637K0.01%-2,76813F-HRTimeline
Bison Wealth, LLC10,658$621K0.05%new13F-HRTimeline
Coppell Advisory Solutions LLC10,523$607K0.07%new13F-HR/ATimeline
RFG Advisory, LLC10,435$606K0.01%-61413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,427$605K<0.01%-30513F-HRTimelineGroup
Brookwood Investment Group LLC10,103$587K0.09%-27713F-HRTimeline
J.W. COLE ADVISORS, INC.8,596$499K0.01%new13F-HRTimeline
Financial Advocates Investment Manageme…8,557$497K0.04%-1,37313F-HRTimeline
SIGNATUREFD, LLC8,511$494K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC8,461$491K0.01%-26813F-HRTimeline
Allworth Financial LP8,092$470K<0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,048$467K0.01%-2,63413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,835$455K<0.01%-48013F-HRTimelineGroup
Simplicity Wealth,LLC7,598$441K0.02%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.6,920$402K0.02%-2,42713F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …6,456$387K0.01%+3813F-HRTimelineGroup
Sovran Advisors, LLC6,139$357K0.04%-43813F-HRTimeline
Ethos Financial Group, LLC6,016$349K0.03%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,844$339K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC5,552$322K<0.01%-1,15813F-HRTimeline
Buck Wealth Strategies, LLC5,437$316K0.05%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,855$282K0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,467$259K<0.01%-7,52113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,263$248K<0.01%-7,01713F-HRTimelineGroup
Anchor Investment Management, LLC4,257$247K0.02%013F-HRTimeline
Perigon Wealth Management, LLC4,218$245K0.01%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC4,125$240K0.02%-469,97413F-HRTimeline
Barnes Dennig Private Wealth Management…4,041$235K0.28%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,949$229K<0.01%013F-HRTimelineGroup
Signal Advisors Wealth, LLC3,877$225K0.02%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,840$223K<0.01%+1,18213F-HRTimeline
Arkadios Wealth Advisors3,777$219K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC3,301$192K<0.01%-1,31313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,202$186K0.01%-1113F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,827$164K<0.01%013F-HRTimeline
Nemes Rush Group LLC2,633$153K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,802$105K<0.01%+35013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,707$99.1K<0.01%-29613F-HRTimelineGroup
Rosenberg Matthew Hamilton1,379$80.1K0.02%-913F-HRTimeline
IFP Advisors, Inc991$57.6K<0.01%-2,25313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA985$57K<0.01%013F-HR/ATimelineGroup
Global Retirement Partners, LLC980$56.9K<0.01%13F-HRTimeline
Westside Investment Management, Inc.834$48.4K0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC517$30K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO181$10.5K<0.01%-19713F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.