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Disclosery

WOOD ISHARES TR

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GL TIMB FORE ETF (fund)

84 managers (84 13F filers) reported a position in WOOD shares at 2024-12-31, 804,551 shares in all. 3 filers opened a position and 9 filers sold out during the quarter.

Managers
84
13F filers
84
New
3
Added
21
Reduced
23
Sold out
9
Shares held by filers
804,551

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
1832 Asset Management L.P.254,223$19.4M0.03%+8,49013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/101,578$7.75M<0.01%-3,30213F-HRTimelineGroup
FLOW TRADERS U.S. LLC47,617$3.63M0.14%+43,20513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,759$2.73M<0.01%+24,32113F-HRTimelineGroup
Essential Planning, LLC.29,900$2.41M0.02%new13F-HRTimeline
Lynx Investment Advisory27,022$2.06M1.41%+65613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,794$1.89M<0.01%-1,45513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC24,449$1.87M<0.01%-74713F-HRTimelineGroup
Comprehensive Money Management Services…21,734$1.66M1.37%13F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …15,369$1.17M<0.01%-20,92513F-HRTimelineGroup
LPL Financial LLC14,885$1.14M<0.01%-6,35513F-HRTimeline
UBS Group AGin group UBS Group AG13,462$1.03M<0.01%+8,01013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,124$926K<0.01%-2,14313F-HRTimelineGroup
Cullen Capital Management, LLC11,900$908K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,320$864K<0.01%+4,75013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,604$657K<0.01%+77613F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,242$629K<0.01%+4,26913F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …6,915$528K0.11%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC6,598$504K0.06%+313F-HRTimeline
Stamos Capital Partners, L.P.6,530$498K0.12%+2,83013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,296$481K<0.01%13F-HR/ATimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC6,295$481K0.01%-55513F-HRTimeline
Endowment Wealth Management, Inc.6,292$480K0.32%+13413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,948$454K<0.01%-12913F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,630$426K<0.01%+7013F-HRTimelineGroup
Independent Family Office, LLC5,000$382K0.2%-2,70013F-HRTimeline
Generation Capital Management LLC5,000$382K0.33%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,940$377K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC4,857$371K0.04%-65013F-HR/ATimeline
Breakwater Investment Management4,841$370K0.16%013F-HR/ATimeline
M Financial Asset Management, Inc.4,755$362K1.75%-1,98713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,604$351K0.01%+58113F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,412$337K<0.01%013F-HRTimelineGroup
Ledyard National Bank4,327$330K0.03%+10113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,298$328K<0.01%+513F-HRTimeline
Prospera Financial Services Inc3,778$288K0.01%-10213F-HRTimeline
Boston Standard Wealth Management, LLC3,738$285K0.06%-44713F-HRTimeline
Wealthfront Advisers LLC3,663$280K<0.01%+2013F-HR/ATimeline
MML INVESTORS SERVICES, LLC3,471$265K<0.01%+33713F-HRTimeline
First Horizon Advisors, Inc.3,460$264K0.01%-35713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,082$235K<0.01%+71113F-HRTimelineGroup
Sunbelt Securities, Inc.2,913$222K0.02%new13F-HRTimeline
Cetera Investment Advisers2,805$214K<0.01%-2113F-HRTimeline
COMERICA BANK2,000$153K<0.01%013F-HR/ATimeline
OARSMAN CAPITAL, INC.1,602$122K0.02%-24013F-HRTimeline
Clearstead Advisors, LLC1,494$114K<0.01%+713F-HRTimeline
Larson Financial Group LLC1,414$108K0.01%-18813F-HRTimeline
Global Retirement Partners, LLC1,111$84.8K<0.01%-4713F-HRTimeline
Cherry Tree Wealth Management, LLC988$75.4K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/770$58.8K<0.01%013F-HRTimelineGroup
Manchester Capital Management LLC700$53.4K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.617$47.1K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.573$43.7K<0.01%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/464$35.4K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC375$28.6K<0.01%-113F-HRTimelineGroup
LRI Investments, LLC358$27.4K<0.01%+113F-HRTimeline
Transce3nd, LLC347$26.5K0.01%13F-HRTimeline
Comprehensive Financial Planning, Inc./…323$24.6K0.02%13F-HRTimeline
Smartleaf Asset Management LLC305$23.3K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC300$22.9K<0.01%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…297$22.7K<0.01%-14,53713F-HRTimelineGroup
Quent Capital, LLC286$21.8K<0.01%-16613F-HRTimeline
SIMPLEX TRADING, LLC285$21K<0.01%-313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp275$21K<0.01%013F-HRTimelineGroup
Venturi Wealth Management, LLC262$20K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.200$15.3K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…200$15.3K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…200$15.3K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC191$14.6K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources190$14.5K<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC183$14K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC172$13.1K<0.01%013F-HRTimelineGroup
EPG Wealth Management LLC150$11.5K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC100$7.63K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.100$7.63K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC73$5.57K<0.01%13F-HRTimeline
GAMMA Investing LLC52$3.97K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV46$3.48K<0.01%-85013F-HRTimeline
CWM, LLCin group CWM, LLC35$3K<0.01%013F-HRTimelineGroup
Delos Wealth Advisors, LLC30$2.29K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO27$2.1K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25$1.91K<0.01%+1013F-HRTimelineGroup
Glen Eagle Advisors, LLC1$102<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.