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SHRY FIRST TR EXCHANGE TRADED FD

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CMN (fund)

18 managers (18 13F filers) reported a position in SHRY shares at 2025-03-31, 262,141 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
18
13F filers
18
New
2
Added
5
Reduced
5
Sold out
3
Shares held by filers
262,141

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC81,170$3.29M<0.01%-7,69713F-HRTimeline
MANCHESTER FINANCIAL INC73,022$2.96M0.67%-13,51013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,706$1.29M<0.01%-10,14813F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.21,541$874K0.34%+213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,343$825K<0.01%013F-HR/ATimelineGroup
SILVER OAK SECURITIES, INCORPORATED8,038$322K0.03%013F-HR/ATimeline
Mariner, LLCin group Mariner, LLC7,720$313K<0.01%-90713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,604$227K<0.01%-3,71113F-HRTimelineGroup
Allworth Financial LP5,584$219K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,271$92.1K<0.01%+1,01413F-HRTimelineGroup
Geneos Wealth Management Inc.2,100$85.2K<0.01%+1,40013F-HRTimeline
LANARK FINANCIAL, INC.928$37K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG906$36.7K<0.01%+53913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.634$25.7K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC423$17.2K<0.01%+113F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY150$6.08K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$33<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.