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SHRY FIRST TR EXCHANGE TRADED FD

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CMN (fund)

20 managers (20 13F filers) reported a position in SHRY shares at 2024-12-31, 308,013 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.

Managers
20
13F filers
20
New
1
Added
3
Reduced
5
Sold out
2
Shares held by filers
308,013

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC88,867$3.53M<0.01%-5,39713F-HRTimeline
MANCHESTER FINANCIAL INC86,532$3.44M0.75%-1,27013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,854$1.66M<0.01%+12,28413F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.21,539$856K0.34%+613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,343$808K<0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,315$370K<0.01%-1,56213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC8,627$343K<0.01%013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED8,038$319K0.03%013F-HRTimeline
Clarus Wealth Advisors7,338$290K0.14%-17213F-HRTimeline
Independent Advisor Alliance6,283$250K<0.01%new13F-HRTimeline
Allworth Financial LP5,584$229K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,257$49.9K<0.01%-40913F-HR/ATimelineGroup
Geneos Wealth Management Inc.700$27.8K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.634$25.2K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC422$16.8K<0.01%13F-HRTimeline
UBS Group AGin group UBS Group AG367$14.6K<0.01%+27913F-HRTimelineGroup
Global Retirement Partners, LLC250$9.94K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…62$2.46K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$50<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.