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Disclosery

WOOD ISHARES TR

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GL TIMB FORE ETF (fund)

83 managers (83 13F filers) reported a position in WOOD shares at 2025-06-30, 899,065 shares in all. 7 filers opened a position and 9 filers sold out during the quarter.

Managers
83
13F filers
83
New
7
Added
22
Reduced
21
Sold out
9
Shares held by filers
899,065

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
1832 Asset Management L.P.289,265$21.2M0.04%+31,74613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…189,628$14.4M0.02%-83113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/91,669$6.72M<0.01%-7,88813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN31,654$2.32M<0.01%+12,67813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,389$1.94M<0.01%+3013F-HRTimelineGroup
Lynx Investment Advisory26,196$1.92M1.26%-84513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC25,105$1.84M<0.01%+1,11213F-HRTimelineGroup
Comprehensive Money Management Services…20,834$1.53M1.16%-10013F-HRTimeline
UBS Group AGin group UBS Group AG15,885$1.17M<0.01%+813F-HRTimelineGroup
LPL Financial LLC14,781$1.08M<0.01%-66013F-HRTimeline
Stamos Capital Partners, L.P.10,939$802K0.14%+4,38913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY10,032$736K<0.01%+19613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,842$722K<0.01%-10513F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,396$543K<0.01%-26,65113F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …6,915$507K0.1%013F-HRTimeline
Endowment Wealth Management, Inc.6,815$500K0.26%-2413F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …6,469$475K<0.01%013F-HRTimelineGroup
Arkadios Wealth Advisors6,398$469K0.01%+70013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,351$467K<0.01%-52913F-HR/ATimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC6,155$451K0.01%+213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC6,137$450K0.05%-46113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,560$408K<0.01%013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management5,329$391K0.01%+48013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS5,291$388K<0.01%+35113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,195$381K<0.01%-50313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,997$367K<0.01%+1,51513F-HRTimelineGroup
Breakwater Investment Management4,792$352K0.14%-4913F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,412$324K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,986$292K<0.01%+43213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,876$284K<0.01%-23713F-HRTimeline
Prospera Financial Services Inc3,778$277K0.01%013F-HRTimeline
Boston Standard Wealth Management, LLC3,596$264K0.05%-6,51913F-HRTimeline
Wealthfront Advisers LLC3,313$243K<0.01%+36513F-HRTimeline
Tortoise Investment Management, LLC3,143$231K0.02%-25013F-HRTimeline
Sunbelt Securities, Inc.2,913$222K0.02%+9313F-HRTimeline
ONE Advisory Partners, LLC2,845$215K0.07%new13F-HRTimeline
Cetera Investment Advisers2,923$214K<0.01%-20713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,906$213K<0.01%+2413F-HRTimelineGroup
COMERICA BANK2,000$147K<0.01%013F-HRTimeline
Clearstead Advisors, LLC1,509$111K<0.01%+1513F-HRTimeline
Global Retirement Partners, LLC1,371$101K<0.01%13F-HRTimeline
Larson Financial Group LLC1,161$85.2K<0.01%-30313F-HRTimeline
Cherry Tree Wealth Management, LLC988$72.5K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/770$56.5K<0.01%013F-HR/ATimelineGroup
Manchester Capital Management LLC700$51.4K0.01%013F-HRTimeline
LRI Investments, LLC629$46.2K<0.01%+413F-HRTimeline
SBI Securities Co., Ltd.599$43.9K<0.01%+1913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/409$30K<0.01%-5513F-HRTimelineGroup
FMR LLCin group FMR LLC375$27.5K<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC350$25.7K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO344$25.3K<0.01%+10713F-HRTimelineGroup
Transce3nd, LLC335$24.6K0.01%-1213F-HRTimeline
Smartleaf Asset Management LLC305$22.4K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC300$22K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp275$20.2K<0.01%013F-HRTimelineGroup
Briaud Financial Planning Inc249$18K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC241$17.7K<0.01%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.200$14.7K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…200$14.7K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…200$14.7K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC192$14.1K<0.01%+113F-HRTimeline
CoreCap Advisors, LLC192$14.1K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC197$14K<0.01%-47213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC172$12.6K<0.01%013F-HRTimelineGroup
EPG Wealth Management LLC150$11K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.125$9.17K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…109$8.01K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP108$7.98K<0.01%+1113F-HRTimelineGroup
Riggs Asset Managment Co. Inc.100$7.34K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC100$7.34K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC73$5.42K<0.01%013F-HRTimeline
Costello Asset Management, INC64$4.73K<0.01%013F-HRTimeline
GAMMA Investing LLC52$3.81K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV46$3.38K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC35$3K<0.01%013F-HRTimelineGroup
Delos Wealth Advisors, LLC30$2.2K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC26$1.92K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…25$1.83K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.17$1.26K<0.01%-60013F-HRTimeline
Strategic Wealth Partners, Ltd.17$1.25K<0.01%13F-HRTimeline
CX Institutional14$1K<0.01%013F-HR/ATimeline
Glen Eagle Advisors, LLC1$98<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.