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SHRY FIRST TR EXCHANGE TRADED FD

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CMN (fund)

15 managers (15 13F filers) reported a position in SHRY shares at 2026-03-31, 223,573 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.

Managers
15
13F filers
15
New
2
Added
3
Reduced
5
Sold out
2
Shares held by filers
223,573

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
LPL Financial LLC70,942$3.08M<0.01%-4,05113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,789$2.12M<0.01%+10,11713F-HRTimelineGroup
MANCHESTER FINANCIAL INC30,386$1.32M0.25%-1,07213F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.21,469$933K0.29%-11013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,223$835K<0.01%-1,12013F-HRTimelineGroup
RFG Advisory, LLC8,057$350K0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC7,342$319K<0.01%-10713F-HRTimelineGroup
Independent Advisor Alliance6,710$292K<0.01%new13F-HRTimeline
Allworth Financial LP5,584$243K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,449$63K<0.01%+87513F-HRTimeline
UBS Group AGin group UBS Group AG1,135$49.3K<0.01%+20613F-HRTimelineGroup
PRIVATE TRUST CO NA1,017$44.2K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.928$40.4K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.541$23.5K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$52<0.01%013F-HR/ATimelineGroup