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SHRY FIRST TR EXCHANGE TRADED FD

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CMN (fund)

17 managers (17 13F filers) reported a position in SHRY shares at 2025-06-30, 209,798 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.

Managers
17
13F filers
17
New
2
Added
2
Reduced
6
Sold out
4
Shares held by filers
209,798

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC74,643$3.17M<0.01%-6,52713F-HRTimeline
MANCHESTER FINANCIAL INC65,367$2.78M0.58%-7,65513F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.21,545$915K0.33%+413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,343$864K<0.01%013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED8,021$341K0.03%-1713F-HRTimeline
Mariner, LLCin group Mariner, LLC7,721$328K<0.01%+113F-HRTimelineGroup
Allworth Financial LP5,584$237K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,400$59.4K<0.01%-70013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,099$46.7K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA1,017$43.2K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.928$39K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG636$27K<0.01%-27013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.634$26.9K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.609$25.9K<0.01%-1,66213F-HR/ATimelineGroup
Global Retirement Partners, LLC250$10.6K<0.01%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$53<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.