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Disclosery

SECT NORTHERN LTS FD TR IV

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CMN (fund)

112 managers (113 13F filers) reported a position in SECT shares at 2026-03-31, 37,052,501 shares in all. 12 filers opened a position and 9 filers sold out during the quarter.

Managers
112
13F filers
113
New
12
Added
52
Reduced
37
Sold out
9
Shares held by filers
37,052,501

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC17,460,123$1.05B8.99%-45,69613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,185,653$374M0.55%-246,07113F-HRTimelineGroup
LPL Financial LLC5,108,915$309M0.08%+673,45613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,432,903$86.5M+45,762Timeline
POTOMAC FUND MANAGEMENT INC /ADV832,467$50.3M1.75%+8,45413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC727,157$43.9M1.02%+37,39413F-HRTimelineGroup
GeoWealth Management, LLC538,529$32.5M1.17%+27,08913F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…397,084$24M1.75%-9,12413F-HRTimelineGroup
Cetera Investment Advisers354,706$21.4M0.02%-33,29813F-HRTimeline
Madrona Financial Services, LLC255,600$15.4M3.38%-171,63213F-HRTimeline
Copley Financial Group, Inc.244,231$14.7M8.9%-57,03913F-HRTimeline
Mutual Advisors, LLC234,310$14.1M0.3%+10113F-HRTimeline
Gibbs Wealth Management212,191$12.8M1.69%+40,13213F-HRTimeline
INTEGRITY ALLIANCE, LLC.211,079$12.7M0.49%+9,37213F-HRTimeline
Encompass More Asset Management168,776$10.2M1.72%-29,72913F-HRTimeline
AMG Asset Management Group, Inc.158,854$9.59M7.45%+117,73613F-HRTimeline
Silver Grove Financial Group, Inc.153,271$9.26M7.44%-3,12713F-HRTimeline
Atria Investments, Inc145,455$8.78M0.1%-11,83713F-HRTimeline
Ausdal Financial Partners, Inc.143,689$8.68M0.39%+4,29813F-HRTimeline
HARBOUR INVESTMENTS, INC.133,103$8.04M0.12%+128,24813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management131,619$7.95M0.27%-1,00713F-HRTimelineGroup
Sigma Planning Corp131,205$7.92M0.22%+6,38513F-HRTimeline
CWM, LLCin group CWM, LLC116,491$7.03M0.02%+20,00713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC107,026$6.46M0.01%+28113F-HRTimelineGroup
Geneos Wealth Management Inc.78,636$4.75M0.11%-8,14513F-HRTimeline
Cambridge Investment Research Advisors,…72,516$4.38M0.01%+4,57013F-HRTimeline
Virtue Capital Management, LLC72,256$4.24M0.64%+12,44913F-HRTimeline
Echo45 Advisors LLC70,132$4.24M2.38%+2,34213F-HRTimeline
PACIFIC FINANCIAL GROUP INC59,179$3.57M1.93%+8,55813F-HRTimeline
Balefire, LLC47,980$2.9M0.55%+4,97813F-HRTimeline
Advantage Trust Co46,715$2.82M1.26%+7613F-HRTimeline
Waverly Advisors, LLC46,209$2.79M0.02%+33213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,417$2.74M<0.01%+29,52513F-HRTimelineGroup
Tactive Advisors, LLC45,083$2.72M0.77%+84113F-HRTimeline
GWN SECURITIES INC.42,868$2.59M0.5%+14313F-HRTimeline
CFC Planning Co LLC41,748$2.52M1.82%+2,24113F-HRTimeline
Synergy Investment Management, LLC39,304$2.37M0.78%new13F-HRTimeline
Lunt Capital Management, Inc.37,418$2.26M0.87%+17313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,295$2.19M<0.01%+29113F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC32,955$1.99M0.48%+7,00113F-HRTimeline
Fiduciary Alliance LLC24,635$1.6M0.1%-13,25013F-HRTimeline
FLOW TRADERS U.S. LLC25,961$1.57M0.05%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED25,834$1.56M0.11%+14,12813F-HRTimeline
Independent Wealth Network Inc.24,490$1.48M0.44%+3,48813F-HRTimeline
WORLD EQUITY GROUP, INC.24,380$1.47M0.38%-16,11613F-HRTimeline
Foundations Investment Advisors, LLC22,899$1.38M0.02%-8,38213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,633$1.37M<0.01%-1513F-HRTimeline
Bravias Capital Group, LLC21,979$1.33M0.87%-2,95813F-HRTimeline
Simplicity Wealth,LLC21,979$1.33M0.08%-1,38313F-HRTimeline
Signal Advisors Wealth, LLC21,637$1.31M0.09%+4,94513F-HRTimeline
BAM Wealth Management, LLC21,166$1.28M0.96%-14313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC20,884$1.26M0.02%-6213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,740$1.19M0.03%+1,49913F-HR/ATimeline
Koshinski Asset Management, Inc.19,589$1.18M0.07%-29513F-HRTimeline
SMITH, MOORE & CO.18,871$1.14M0.08%+5,42513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,205$858K<0.01%-1,84313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,409$810K<0.01%+46513F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC12,553$758K0.09%+8,86013F-HRTimeline
TCP Asset Management, LLC12,266$741K0.1%013F-HRTimeline
PFG Investments, LLC12,226$738K0.03%-47113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,984$724K<0.01%013F-HRTimelineGroup
Sanctuary Advisors, LLC11,743$709K<0.01%-75013F-HRTimeline
Advisory Services Network, LLC10,970$663K0.01%+39913F-HRTimeline
Brookwood Investment Group LLC10,586$639K0.08%+46313F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.10,427$630K<0.01%13F-HRTimelineGroup
Triad Wealth Partners, LLC10,174$614K0.05%-75413F-HRTimeline
Private Advisor Group, LLC8,650$522K<0.01%+42413F-HRTimeline
Barnes Dennig Private Wealth Management…7,713$466K0.46%+20113F-HRTimeline
Farther Finance Advisors, LLC7,595$463K<0.01%-8813F-HRTimeline
SIGNATUREFD, LLC7,653$462K0.01%013F-HRTimeline
AE Wealth Management LLC7,559$456K<0.01%+5713F-HRTimeline
Integrated Wealth Concepts LLC6,981$422K<0.01%-555,32113F-HRTimeline
Sovran Advisors, LLC6,236$416K0.03%+22113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,658$402K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,384$386K0.01%+3,18913F-HR/ATimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth6,061$366K<0.01%new13F-HRTimelineGroup
Ethos Financial Group, LLC6,058$366K0.03%+2213F-HRTimeline
Western Wealth Management, LLC6,041$365K0.01%-613F-HR/ATimeline
J.W. COLE ADVISORS, INC.5,814$351K0.01%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding5,245$347K-906Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,553$335K<0.01%+4913F-HR/ATimelineGroup
Buck Wealth Strategies, LLC5,475$331K0.04%+2013F-HRTimeline
Integrity Advisory Solutions, LLC5,327$322K0.04%+99413F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.5,146$311K0.01%-1,18213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,801$290K<0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC4,674$282K0.01%-38,53513F-HRTimeline
Discipline Wealth Solutions, LLC4,603$278K0.03%+1,22113F-HRTimeline
Bison Wealth, LLC3,891$269K0.03%-2,28613F-HRTimeline
Keystone Financial Group4,272$258K0.02%-4,34113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,153$251K<0.01%+113F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC4,097$247K<0.01%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC3,888$235K0.08%new13F-HRTimeline
Anchor Investment Management, LLC3,832$231K0.02%-42513F-HRTimeline
Arkadios Wealth Advisors3,802$230K<0.01%+1413F-HRTimeline
WHITTIER TRUST CO3,524$216K<0.01%013F-HRTimeline
Allworth Financial LP3,509$212K<0.01%-2,07613F-HRTimeline
Summit Financial, LLC3,498$211K<0.01%+1313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,482$204K<0.01%013F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,807$170K<0.01%013F-HRTimelineGroup
Nemes Rush Group LLC2,633$159K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…1,627$98.3K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,320$80K<0.01%+33513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,308$79K<0.01%-39513F-HRTimelineGroup
Rosenberg Matthew Hamilton1,170$70.7K0.01%-6013F-HRTimeline
NewEdge Advisors, LLC858$51.8K<0.01%new13F-HR/ATimeline
Westside Investment Management, Inc.834$50.4K0.01%013F-HRTimeline
Fortis Group Advisors, LLC465$28.1K<0.01%013F-HRTimeline
IFP Advisors, Inc462$27.9K<0.01%-36413F-HRTimeline
Vision Retirement, LLC290$17.5K<0.01%new13F-HRTimeline
Go Invest LLC94$5.65K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC81$4.89K<0.01%new13F-HRTimeline
Root Financial Partners, LLC9$544<0.01%-2513F-HRTimeline