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Disclosery

SECT NORTHERN LTS FD TR IV

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CMN (fund)

110 managers (111 13F filers) reported a position in SECT shares at 2025-12-31, 37,035,512 shares in all. 8 filers opened a position and 8 filers sold out during the quarter.

Managers
110
13F filers
111
New
8
Added
46
Reduced
37
Sold out
8
Shares held by filers
37,035,512

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC17,505,819$1.13B8.28%+88,48713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,431,724$415M0.61%-67,63313F-HRTimelineGroup
LPL Financial LLC4,435,459$286M0.08%+706,58313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,387,141$89.5M+48,991Timeline
POTOMAC FUND MANAGEMENT INC /ADV824,013$53.2M1.96%+26,91413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC689,763$44.5M1.08%+28,21113F-HRTimelineGroup
Integrated Wealth Concepts LLC562,302$36.3M0.43%-22,32613F-HRTimeline
GeoWealth Management, LLC511,440$33M1.22%-17,33813F-HRTimeline
Madrona Financial Services, LLC427,232$27.6M5.89%-2,00613F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…406,208$26.2M1.89%+15,04113F-HRTimelineGroup
Cetera Investment Advisers388,004$25M0.03%+26,65513F-HRTimeline
Copley Financial Group, Inc.301,270$19.4M12.03%+5,80713F-HRTimeline
Mutual Advisors, LLC234,209$15.1M0.32%+9,21213F-HRTimeline
INTEGRITY ALLIANCE, LLC.201,707$13M0.48%-9413F-HRTimeline
Encompass More Asset Management198,505$12.8M2.37%-3,09213F-HRTimeline
Gibbs Wealth Management172,059$11.1M2.69%-11,71813F-HRTimeline
Atria Investments, Inc157,292$10.2M0.12%+5,32913F-HRTimeline
Silver Grove Financial Group, Inc.156,398$10.1M8.74%+18,48813F-HRTimeline
Ausdal Financial Partners, Inc.139,391$8.99M0.42%+12,22313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management132,626$8.56M0.29%+17,41413F-HRTimelineGroup
Sigma Planning Corp124,820$8.07M0.22%+9,63913F-HRTimeline
Mariner, LLCin group Mariner, LLC106,745$6.89M0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC96,484$6.23M0.02%+4,33313F-HRTimelineGroup
Geneos Wealth Management Inc.86,781$5.6M0.14%-1,14013F-HRTimeline
Cambridge Investment Research Advisors,…67,946$4.38M0.01%+83613F-HRTimeline
Echo45 Advisors LLC67,790$4.37M2.5%-1,73413F-HRTimeline
Virtue Capital Management, LLC59,807$3.86M0.6%+55,26413F-HR/ATimeline
PACIFIC FINANCIAL GROUP INC50,621$3.27M1.82%new13F-HRTimeline
Advantage Trust Co46,639$3.01M1.36%+1,31213F-HRTimeline
Waverly Advisors, LLC45,877$2.96M0.02%new13F-HRTimeline
Tactive Advisors, LLC44,242$2.85M0.84%-2,01713F-HRTimeline
OLD MISSION CAPITAL LLC43,209$2.79M0.11%new13F-HRTimeline
Balefire, LLC43,002$2.77M0.54%+9,30513F-HRTimeline
GWN SECURITIES INC.42,725$2.76M0.56%+4,33113F-HRTimeline
AMG Asset Management Group, Inc.41,118$2.65M8.54%13F-HRTimeline
WORLD EQUITY GROUP, INC.40,496$2.61M0.73%-46113F-HRTimeline
CFC Planning Co LLC39,507$2.55M1.96%-22313F-HRTimeline
Fiduciary Alliance LLC37,885$2.44M0.16%+1,31413F-HRTimeline
Lunt Capital Management, Inc.37,245$2.4M0.9%-3,60413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,004$2.32M<0.01%-1,15713F-HRTimelineGroup
Foundations Investment Advisors, LLC31,281$2.02M0.03%+8,91413F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC25,954$1.67M0.46%+1,83713F-HRTimeline
Bravias Capital Group, LLC24,937$1.61M0.97%-1113F-HRTimeline
Simplicity Wealth,LLC23,362$1.51M0.09%-96713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,648$1.46M<0.01%-2,99313F-HRTimeline
BAM Wealth Management, LLC21,309$1.38M0.99%-4,74713F-HRTimeline
Independent Wealth Network Inc.21,002$1.36M0.41%+12513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC20,946$1.35M0.02%-3013F-HRTimeline
Koshinski Asset Management, Inc.19,884$1.28M0.08%-15313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,241$1.18M0.03%+8,64113F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC17,374$1.12M0.04%-7,95313F-HRTimelineGroup
Signal Advisors Wealth, LLC16,692$1.08M0.09%+9,25713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers16,048$1.04M<0.01%+2,76313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,892$1.03M<0.01%-48,71413F-HRTimelineGroup
SMITH, MOORE & CO.13,446$868K0.07%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,944$835K<0.01%+113F-HRTimelineGroup
PFG Investments, LLC12,697$819K0.04%-1,02313F-HRTimeline
Sanctuary Advisors, LLC12,493$806K<0.01%-35013F-HRTimeline
TCP Asset Management, LLC12,266$792K0.13%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,984$773K<0.01%+6,14013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED11,706$761K0.05%+27513F-HRTimeline
Triad Wealth Partners, LLC10,928$705K0.07%+27613F-HRTimeline
Coppell Advisory Solutions LLC10,523$684K0.07%013F-HRTimeline
Advisory Services Network, LLC10,571$682K0.01%-26813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,427$673K<0.01%013F-HRTimelineGroup
Brookwood Investment Group LLC10,123$653K0.08%+1013F-HRTimeline
Keystone Financial Group8,613$556K0.04%-1,33113F-HRTimeline
Private Advisor Group, LLC8,226$531K<0.01%-1,54713F-HRTimeline
Farther Finance Advisors, LLC7,683$496K0.01%+20013F-HRTimeline
SIGNATUREFD, LLC7,653$494K0.01%-78413F-HRTimeline
Barnes Dennig Private Wealth Management…7,512$485K0.49%+3,47113F-HRTimeline
AE Wealth Management LLC7,502$484K<0.01%-3,63913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,658$430K<0.01%+1,21213F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.6,328$408K0.02%-9413F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …6,151$400K0.01%-5513F-HRTimelineGroup
Sovran Advisors, LLC6,015$392K0.03%-12413F-HRTimeline
Western Wealth Management, LLC6,047$390K0.02%+1513F-HRTimeline
Ethos Financial Group, LLC6,036$390K0.03%+1013F-HRTimeline
Bison Wealth, LLC6,177$374K0.04%-4,69013F-HRTimeline
Allworth Financial LP5,585$360K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,504$355K<0.01%+113F-HRTimelineGroup
Buck Wealth Strategies, LLC5,455$352K0.04%+913F-HRTimeline
HARBOUR INVESTMENTS, INC.4,855$313K0.01%013F-HRTimeline
Integrity Advisory Solutions, LLC4,333$280K0.04%+56913F-HRTimeline
Anchor Investment Management, LLC4,257$275K0.02%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,152$268K<0.01%+20313F-HRTimelineGroup
Tailwinds Wealth, LLC4,060$262K0.28%13F-HRTimeline
Arkadios Wealth Advisors3,788$244K<0.01%+513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC3,693$238K0.03%new13F-HRTimeline
WHITTIER TRUST CO3,524$232K<0.01%new13F-HRTimeline
Summit Financial, LLC3,485$225K<0.01%+613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,482$225K<0.01%013F-HRTimelineGroup
Discipline Wealth Solutions, LLC3,382$218K0.04%+10713F-HRTimeline
Waterfront Wealth Inc.3,300$215K0.04%013F-HRTimeline
Aptus Capital Advisors, LLC3,312$214K<0.01%+613F-HRTimeline
Perigon Wealth Management, LLC3,301$213K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,195$206K0.01%-213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,807$181K<0.01%013F-HRTimelineGroup
Nemes Rush Group LLC2,633$170K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,703$110K<0.01%-4913F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…1,627$105K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton1,230$79.4K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA985$64K<0.01%-19113F-HRTimelineGroup
Global Retirement Partners, LLC988$63.8K<0.01%+513F-HRTimeline
Westside Investment Management, Inc.834$53.8K0.01%013F-HRTimeline
IFP Advisors, Inc826$53.3K<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.655$42K0.04%13F-HRTimeline
Fortis Group Advisors, LLC465$30K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.278$17.9K<0.01%013F-HRTimeline
Root Financial Partners, LLC34$2.19K<0.01%013F-HRTimeline