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Disclosery

SECT NORTHERN LTS FD TR IV

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CMN (fund)

109 managers (110 13F filers) reported a position in SECT shares at 2025-09-30, 36,037,996 shares in all. 14 filers opened a position and 7 filers sold out during the quarter.

Managers
109
13F filers
110
New
14
Added
40
Reduced
41
Sold out
7
Shares held by filers
36,037,996

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC17,417,332$1.1B8.51%-116,59313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,499,357$409M0.57%-167,00913F-HRTimelineGroup
LPL Financial LLC3,728,876$235M0.07%+770,52013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,338,150$84.3M+50,663Timeline
POTOMAC FUND MANAGEMENT INC /ADV797,099$50.2M2.13%-7,53613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC661,552$41.7M1.02%+91,56513F-HRTimelineGroup
Integrated Wealth Concepts LLC584,628$36.8M0.33%-70,95513F-HRTimeline
GeoWealth Management, LLC528,778$33.3M1.22%+16,11613F-HRTimeline
Madrona Financial Services, LLC429,238$27.1M5.97%+4,15613F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…391,167$24.7M1.81%+3,67313F-HRTimelineGroup
Cetera Investment Advisers361,349$22.8M0.03%+203,52613F-HRTimeline
Copley Financial Group, Inc.295,463$18.6M12.74%-6,16613F-HRTimeline
Mutual Advisors, LLC224,997$14.3M0.32%-5,00313F-HRTimeline
INTEGRITY ALLIANCE, LLC.201,801$12.7M0.6%+17,78513F-HRTimeline
Encompass More Asset Management201,597$12.7M2.45%-21,63313F-HRTimeline
Gibbs Wealth Management183,777$11.6M2.62%+155,30613F-HRTimeline
Atria Investments, Inc151,963$9.58M0.11%-13,78013F-HRTimeline
Silver Grove Financial Group, Inc.137,910$8.69M8.25%13F-HRTimeline
Ausdal Financial Partners, Inc.127,168$8.01M0.39%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management115,212$7.26M0.25%-12,63913F-HRTimelineGroup
Sigma Planning Corp115,181$7.26M0.21%+3,91513F-HRTimeline
Defined Financial Planning LLC102,705$6.55M5.43%-13,56813F-HRTimeline
CWM, LLCin group CWM, LLC92,151$5.81M0.02%-10,84713F-HRTimelineGroup
Geneos Wealth Management Inc.87,921$5.54M0.14%-88813F-HRTimeline
Echo45 Advisors LLC69,524$4.38M2.57%-46613F-HRTimeline
Cambridge Investment Research Advisors,…67,110$4.23M0.01%+2,63513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…64,606$4.07M0.01%+60,34313F-HRTimelineGroup
Tactive Advisors, LLC46,259$2.92M0.82%-2,30713F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC46,180$2.91M0.48%+3,77413F-HRTimeline
Advantage Trust Co45,327$2.86M1.29%+5,74113F-HRTimeline
Synergy Investment Management, LLC42,072$2.65M1.01%-2,06613F-HRTimeline
WORLD EQUITY GROUP, INC.40,957$2.58M0.59%+2,63213F-HRTimeline
Lunt Capital Management, Inc.40,849$2.57M0.98%-1,14613F-HRTimeline
CFC Planning Co LLC39,730$2.5M2.1%+24113F-HRTimeline
GWN SECURITIES INC.38,394$2.42M0.56%-43,71213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,161$2.34M<0.01%+5,19713F-HRTimelineGroup
Fiduciary Alliance LLC36,571$2.3M0.15%+5213F-HRTimeline
Balefire, LLC33,697$2.12M0.42%+12,88813F-HRTimeline
BAM Wealth Management, LLC26,056$1.64M1.27%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,641$1.62M<0.01%-21113F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC25,327$1.6M0.09%new13F-HRTimelineGroup
Bravias Capital Group, LLC24,948$1.57M1.05%-3,78313F-HRTimeline
Simplicity Wealth,LLC24,329$1.53M0.09%+16,73113F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC24,117$1.52M0.47%-7,11013F-HRTimeline
Foundations Investment Advisors, LLC22,367$1.41M0.02%+11,40613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC20,976$1.32M0.02%+17,13613F-HRTimeline
Independent Wealth Network Inc.20,877$1.32M0.42%+56413F-HRTimeline
Koshinski Asset Management, Inc.20,037$1.26M0.08%-5713F-HRTimeline
Tripletail Wealth Management, LLC18,510$1.18M1.4%013F-HRTimeline
PFG Investments, LLC13,720$865K0.04%+25813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers13,285$837K<0.01%-9513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,943$816K<0.01%-1,42213F-HRTimelineGroup
Sanctuary Advisors, LLC12,843$809K<0.01%+2113F-HR/ATimeline
TCP Asset Management, LLC12,266$773K0.14%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,431$720K0.05%-13,70013F-HRTimeline
AE Wealth Management LLC11,141$702K<0.01%+5,58913F-HRTimeline
Bison Wealth, LLC10,867$701K0.06%+20913F-HRTimeline
Advisory Services Network, LLC10,839$683K0.01%-8513F-HRTimeline
Triad Wealth Partners, LLC10,652$671K0.09%-15,80813F-HRTimeline
Coppell Advisory Solutions LLC10,523$661K0.07%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,427$657K<0.01%013F-HRTimelineGroup
FLOW TRADERS U.S. LLC10,333$651K0.03%new13F-HRTimeline
Brookwood Investment Group LLC10,113$637K0.08%+1013F-HRTimeline
Keystone Financial Group9,944$627K0.05%new13F-HR/ATimeline
Private Advisor Group, LLC9,773$616K<0.01%-1,69913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,600$605K0.01%+1,55213F-HRTimeline
J.W. COLE ADVISORS, INC.8,688$548K0.01%+9213F-HRTimeline
SIGNATUREFD, LLC8,437$532K0.01%-7413F-HRTimeline
Farther Finance Advisors, LLC7,483$472K0.01%-97813F-HRTimeline
Signal Advisors Wealth, LLC7,435$469K0.04%+3,55813F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.6,422$405K0.02%-49813F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …6,206$400K0.01%-25013F-HRTimelineGroup
Sovran Advisors, LLC6,139$394K0.03%013F-HRTimeline
Savvy Advisors, Inc.6,240$393K0.02%new13F-HRTimeline
Western Wealth Management, LLC6,032$380K0.02%new13F-HRTimeline
Ethos Financial Group, LLC6,026$380K0.03%+1013F-HRTimeline
Virtue Capital Management, LLC4,543$374K0.06%new13F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,844$368K<0.01%013F-HRTimelineGroup
Allworth Financial LP5,585$352K<0.01%-2,50713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,503$347K<0.01%-2,33213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,446$343K<0.01%+4,92913F-HRTimelineGroup
Buck Wealth Strategies, LLC5,446$343K0.05%+913F-HRTimeline
HARBOUR INVESTMENTS, INC.4,855$306K0.01%013F-HRTimeline
Anchor Investment Management, LLC4,257$268K0.02%013F-HRTimeline
Barnes Dennig Private Wealth Management…4,041$255K0.27%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,949$249K<0.01%013F-HRTimelineGroup
Arkadios Wealth Advisors3,783$238K0.01%+613F-HRTimeline
Mach-1 Financial Group, LLC3,764$237K0.04%new13F-HRTimeline
Integrity Advisory Solutions, LLC3,764$237K0.04%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,482$219K<0.01%+3,30113F-HR/ATimelineGroup
Summit Financial, LLC3,479$219K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC3,306$208K<0.01%+513F-HRTimeline
Waterfront Wealth Inc.3,300$208K0.04%new13F-HRTimeline
Perigon Wealth Management, LLC3,301$208K<0.01%-91713F-HRTimeline
Discipline Wealth Solutions, LLC3,275$206K0.05%-29,57013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,197$201K0.01%-513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,891$182K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,807$177K<0.01%+1,10013F-HRTimelineGroup
Nemes Rush Group LLC2,633$166K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,752$110K<0.01%-5013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…1,627$103K<0.01%-1,20013F-HRTimeline
Rosenberg Matthew Hamilton1,230$77.5K0.02%-14913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,176$74K<0.01%+19113F-HRTimelineGroup
Global Retirement Partners, LLC983$61.9K<0.01%+313F-HRTimeline
Westside Investment Management, Inc.834$52.6K0.01%013F-HRTimeline
IFP Advisors, Inc826$52.1K<0.01%-16513F-HR/ATimeline
LANARK FINANCIAL, INC.278$17.5K<0.01%new13F-HRTimeline
Root Financial Partners, LLC34$2.14K<0.01%new13F-HRTimeline
Blue Trust, Inc.3$189<0.01%new13F-HRTimeline