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Disclosery

WWJD NORTHERN LTS FD TR IV

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ETF (fund)

80 managers (82 13F filers) reported a position in WWJD shares at 2024-12-31, 8,212,004 shares in all. 13 filers opened a position and 8 filers sold out during the quarter.

Managers
80
13F filers
82
New
13
Added
35
Reduced
21
Sold out
8
Shares held by filers
8,212,004

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
Inspire Investing, LLCgroup of 2 filers holding2,865,145$83.1M-66,607Timeline
Faithward Advisors, LLC623,068$18.1M3.08%+3,86113F-HRTimeline
PAX Financial Group, LLC605,945$17.6M3.14%-40,37313F-HRTimeline
Bare Financial Services, Inc454,895$13.2M5.3%+23,01713F-HRTimeline
Turning Point Benefit Group, Inc.419,157$12.1M11.55%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC412,946$12M0.37%-19,59813F-HRTimelineGroup
Fiduciary Alliance LLC323,256$9.37M0.95%+5,27813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…158,304$4.59M0.26%+6,86513F-HRTimelineGroup
Legacy Wealth Asset Management, LLC152,220$4.41M1.2%+3,47413F-HRTimeline
Plan A Wealth LLC103,202$2.99M2.74%13F-HRTimeline
Frontier Asset Management, LLC102,010$2.96M0.98%-5,23213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …99,644$2.89M0.25%new13F-HRTimelineGroup
Sound Financial Strategies Group, LLC96,873$2.81M2.34%-1,59813F-HRTimeline
LPL Financial LLC95,166$2.76M<0.01%+13,52913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…89,205$2.59M<0.01%+20,17413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC72,237$2.1M<0.01%+2,17013F-HRTimeline
GTS SECURITIES LLC67,056$1.94M0.09%new13F-HRTimeline
World Investment Advisors63,638$1.85M0.05%new13F-HRTimeline
Cambridge Investment Research Advisors,…61,808$1.79M0.01%-37,14713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC53,829$1.56M<0.01%13F-HR/ATimelineGroup
Atria Investments, Inc53,030$1.54M0.02%+2,03013F-HRTimeline
Range Financial Group LLC52,183$1.51M0.7%-1,44413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding46,426$1.35M+1,724Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.44,624$1.29M<0.01%+10,94013F-HR/ATimelineGroup
Security Financial Services, INC.43,706$1.27M0.26%+2,93013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC38,313$1.11M0.02%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC35,956$1.04M0.01%-2,32113F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED34,723$1.01M0.09%+22413F-HRTimeline
TRUST POINT INC.33,646$976K0.07%+1,69513F-HRTimeline
LifeGuide Financial Advisors, LLC33,159$962K0.41%+2,52813F-HRTimeline
Strategic Blueprint, LLC26,609$772K0.05%-4,95213F-HRTimeline
SageOak Financial, LLC24,172$701K0.64%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…23,277$675K0.01%new13F-HRTimelineGroup
Keel Point, LLC20,787$603K0.05%-2,22013F-HRTimeline
Koss-Olinger Consulting, LLC20,195$586K0.05%-1,37113F-HRTimeline
Cetera Investment Advisers19,185$556K<0.01%-1,63413F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.18,495$536K0.16%+62213F-HRTimeline
TrueWealth Advisors, LLC18,373$533K0.18%+2,41013F-HRTimeline
Advisory Services Network, LLC15,058$437K0.01%-1,79513F-HRTimeline
Schwallier Wealth Management LLC13,550$393K0.3%+1,43813F-HRTimeline
Optivise Advisory Services LLC13,465$390K0.21%-74713F-HRTimeline
IFP Advisors, Inc12,664$367K0.01%+4,36913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,742$341K<0.01%new13F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC11,062$321K0.05%+4,56213F-HRTimeline
Harvest Investment Services, LLC10,474$304K0.07%013F-HRTimeline
Financial Advocates Investment Manageme…10,420$302K0.02%-97613F-HRTimeline
MML INVESTORS SERVICES, LLC10,208$296K<0.01%-89213F-HRTimeline
HUB Investment Partners, LLC9,000$261K0.01%013F-HRTimeline
AlphaStar Capital Management, LLC8,831$256K0.03%-99813F-HRTimeline
LaSalle St. Investment Advisors, LLC8,640$250K0.08%+83213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,081$234K0.01%+49213F-HRTimelineGroup
Atria Wealth Solutions, Inc.7,561$219K<0.01%-6,36013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,982$202K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,567$190K0.02%+23413F-HRTimeline
AE Wealth Management LLC6,413$186K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC5,003$145K<0.01%+19413F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,577$133K<0.01%+1213F-HRTimelineGroup
Westside Investment Management, Inc.3,688$107K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,606$105K<0.01%+13013F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,977$96.2K0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC3,184$92.3K0.01%-46213F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP2,915$84.5K0.02%-1,10813F-HRTimeline
Transce3nd, LLC2,863$83K0.03%13F-HRTimeline
Transcendent Capital Group LLC1,998$57.9K0.03%+1,90713F-HRTimeline
Geneos Wealth Management Inc.1,788$51.9K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,366$40.6K<0.01%+1,01013F-HRTimeline
FMR LLCin group FMR LLC1,207$35K<0.01%+46013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY667$19.3K<0.01%+11713F-HR/ATimelineGroup
Venturi Wealth Management, LLC497$14.4K<0.01%+2513F-HRTimeline
JFS WEALTH ADVISORS, LLC471$13.7K<0.01%013F-HRTimeline
DT Investment Partners, LLC407$11.8K<0.01%013F-HRTimeline
NewEdge Advisors, LLC400$11.6K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG389$11.3K<0.01%new13F-HRTimelineGroup
Winch Advisory Services, LLC291$8.43K<0.01%+413F-HRTimeline
Smartleaf Asset Management LLC240$6.96K<0.01%-513F-HRTimeline
IAG Wealth Partners, LLC224$6.5K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.126$3.65K<0.01%+713F-HRTimeline
HARBOUR INVESTMENTS, INC.78$2.26K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP69$2K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…54$1.57K<0.01%new13F-HRTimeline