Skip to content

WWJD NORTHERN LTS FD TR IV

Follow

ETF (fund)

115 managers (119 13F filers) reported a position in WWJD shares at 2026-06-30, 10,183,115 shares in all. 17 filers opened a position and 7 filers sold out during the quarter.

Managers
115
13F filers
119
New
17
Added
60
Reduced
26
Sold out
7
Shares held by filers
10,183,115

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Inspire Investing, LLCgroup of 2 filers holding3,282,710$125M+370,165Timeline
OneAscent Financial Services LLCgroup of 2 filers holding565,457$21.6M-35,565Timeline
Bare Financial Services, Inc533,340$20.3M4.67%+10,65413F-HRTimeline
PAX Financial Group, LLC452,976$17.3M2.57%+1,49213F-HRTimeline
Faithward Advisors, LLC441,139$16.8M2.05%-2,90213F-HRTimeline
LPL Financial LLC361,204$13.8M<0.01%+87,08513F-HRTimeline
Fiduciary Alliance LLC357,061$13.6M0.92%+10,52513F-HRTimeline
Legacy Wealth Asset Management, LLC292,460$11.2M2.45%+10,99113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV272,496$10.4M0.49%-55,63113F-HRTimeline
Turning Point Benefit Group, Inc.232,672$8.85M3.8%-163,39513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED176,048$6.71M0.41%+22,22513F-HRTimeline
Sound Financial Strategies Group, LLC170,928$6.52M4.14%+1,85413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…163,517$6.23M0.21%+2,00313F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth131,891$5.03M0.01%+5,02113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…126,413$4.8M0.03%+19,09613F-HRTimelineGroup
Simplicity Wealth,LLC104,034$3.97M0.13%+90,42913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…89,773$3.42M<0.01%+5,22113F-HRTimelineGroup
World Investment Advisors91,361$3.42M0.06%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC89,038$3.4M<0.01%+1,55713F-HRTimeline
Frontier Asset Management, LLC87,244$3.33M0.6%-3,20613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC83,615$3.19M0.01%+2,79313F-HRTimelineGroup
Plan A Wealth LLC81,787$3.12M1.33%+1,32113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding79,714$3.04M+13,613Timeline
Belpointe Asset Management LLC75,467$2.88M0.09%+10913F-HRTimeline
Range Financial Group LLC70,029$2.67M0.73%+10,39513F-HRTimeline
AE Wealth Management LLC68,964$2.63M0.01%+7,41213F-HRTimeline
Security Financial Services, INC.66,957$2.55M0.35%+2,81213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.58,884$2.25M<0.01%+9,27113F-HRTimelineGroup
SageOak Financial, LLC58,611$2.23M1.46%+11,92113F-HRTimeline
WorthPointe, LLC57,920$2.21M0.56%-13,73613F-HRTimeline
Strategic Equity Management55,489$2.12M0.71%+1,99113F-HRTimeline
Cambridge Investment Research Advisors,…53,663$2.05M<0.01%-4,52513F-HR/ATimeline
Tulsa Wealth Advisors, INC52,221$1.99M0.28%+15,24213F-HRTimeline
LifeGuide Financial Advisors, LLC52,090$1.99M0.57%-28013F-HRTimeline
TRUST POINT INC.48,231$1.84M0.16%-5,68913F-HRTimeline
MONEYWISE, INC.46,565$1.78M0.66%+2,72213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC39,153$1.49M<0.01%-98213F-HRTimelineGroup
Farther Finance Advisors, LLC38,078$1.45M0.01%+8,33913F-HRTimeline
Cetera Investment Advisers36,504$1.39M<0.01%+3,87513F-HRTimeline
GTS SECURITIES LLC36,252$1.38M0.03%+2,04813F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC32,924$1.26M0.08%+1,32113F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.26,077$994K0.17%+1,46513F-HRTimeline
Advisory Services Network, LLC24,933$951K0.01%+46913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,996$839K<0.01%-59,92413F-HRTimelineGroup
IFP Advisors, Inc21,084$804K0.01%+18613F-HRTimeline
Schwallier Wealth Management LLC20,803$793K0.5%+98313F-HRTimeline
Optivise Advisory Services LLC19,820$756K0.38%-74213F-HRTimeline
CARLSON FINANCIAL, INC.17,267$658K0.34%+32813F-HRTimeline
Keel Point, LLC16,880$644K0.04%+113F-HRTimeline
Sanctuary Advisors, LLC16,109$614K<0.01%-2,01713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,672$598K0.01%+33413F-HRTimelineGroup
Koss-Olinger Consulting, LLC14,446$551K0.04%013F-HRTimeline
Harvest Investment Services, LLC13,981$533K0.08%+3,68713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,748$524K<0.01%new13F-HRTimelineGroup
Sterling Investment Advisors, Ltd.13,100$500K0.08%-2,50013F-HRTimeline
Mission Financial Group, LLC13,029$497K0.41%13F-HRTimeline
Discipline Wealth Solutions, LLC12,815$489K0.04%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …12,081$461K<0.01%+6,43813F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,854$452K0.04%+6,19113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,468$437K<0.01%+1,86513F-HRTimelineGroup
Gambit Capital Management, LLC10,472$399K0.23%new13F-HRTimeline
Bedel Financial Consulting, Inc.9,517$363K0.03%+1,16413F-HRTimeline
MML INVESTORS SERVICES, LLC9,444$360K<0.01%+1,82013F-HRTimeline
Independent Advisor Alliance9,301$355K0.01%-2,16613F-HRTimeline
HUB Investment Partners, LLC9,000$343K0.01%013F-HRTimeline
LaSalle St. Investment Advisors, LLC8,434$322K0.04%+37413F-HRTimeline
Cornerstone Wealth Management, LLC8,372$319K0.01%+2,67713F-HRTimeline
Larry Mathis Financial Planning, LLC8,188$312K0.24%013F-HR/ATimeline
HFG Wealth Management, LLC7,905$301K0.3%-17713F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.7,899$301K0.22%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding7,757$296K+2,599Timeline
SAGESPRING WEALTH PARTNERS, LLC7,738$295K<0.01%+513F-HRTimeline
Betterment LLC7,212$275K<0.01%+1,27213F-HRTimeline
Gateway Wealth Partners, LLC7,199$274K0.02%-3,96713F-HRTimeline
Delta Investment Management, LLC7,183$274K0.05%new13F-HRTimeline
Strategic Blueprint, LLC6,848$261K0.01%-4,05513F-HRTimeline
Van Diest Capital, LLC6,807$260K0.23%+1,43013F-HRTimeline
GEM Asset Management, LLC6,091$232K0.09%013F-HRTimeline
COURIER CAPITAL LLC6,007$229K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,995$229K<0.01%new13F-HRTimelineGroup
Allen Capital Group, LLC5,748$219K0.02%+38913F-HRTimeline
Clear Creek Financial Management, LLC5,488$212K0.01%-1313F-HRTimeline
GWN SECURITIES INC.5,500$210K0.04%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,381$205K<0.01%new13F-HR/ATimelineGroup
Janney Montgomery Scott LLC5,386$205K<0.01%new13F-HRTimeline
Continuum Advisory, LLC5,277$201K0.02%-45513F-HRTimeline
Rossby Financial, LCC4,548$173K0.03%-4613F-HRTimeline
Geneos Wealth Management Inc.4,474$171K<0.01%+32013F-HRTimeline
Cornerstone Financial Management LLC3,572$136K0.11%-7,02413F-HR/ATimeline
Steward Partners Investment Advisory, L…2,618$99.8K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc2,503$95.4K<0.01%+55413F-HRTimeline
IFG Advisory, LLC2,493$95.1K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.1,958$74.7K0.01%013F-HRTimeline
SHP Wealth Management1,897$72.3K<0.01%-50413F-HRTimeline
Arax Advisory Partners1,637$62.4K<0.01%+1,46913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,485$56.6K<0.01%-47713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,415$54K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,363$52K<0.01%+1,12013F-HRTimelineGroup
N.E.W. Advisory Services LLC1,065$40.6K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC959$36.6K<0.01%+12413F-HRTimelineGroup
PEOPLES FINANCIAL SERVICES CORP.590$22.5K0.01%+28713F-HRTimeline
HARBOUR INVESTMENTS, INC.583$22.2K<0.01%+4613F-HRTimeline
Go Invest LLC501$19.1K<0.01%+6913F-HRTimeline
CX Institutional446$17K<0.01%013F-HRTimeline
NewEdge Advisors, LLC400$15.3K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…362$13.8K<0.01%+33013F-HRTimeline
Winch Advisory Services, LLC299$11.4K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC224$8.54K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC223$8.49K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC154$5.87K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC131$5K<0.01%new13F-HRTimeline
Blue Trust, Inc.94$3.58K<0.01%new13F-HRTimeline
FNY Investment Advisers, LLC30$1K<0.01%new13F-HRTimeline
Allworth Financial LP10$382<0.01%013F-HRTimeline
Main Street Group, LTD3$114<0.01%new13F-HRTimeline