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Disclosery

WWJD NORTHERN LTS FD TR IV

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ETF (fund)

84 managers (86 13F filers) reported a position in WWJD shares at 2025-03-31, 8,057,761 shares in all. 17 filers opened a position and 13 filers sold out during the quarter.

Managers
84
13F filers
86
New
17
Added
37
Reduced
19
Sold out
13
Shares held by filers
8,057,761

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Inspire Investing, LLCgroup of 2 filers holding2,711,686$83.4M-153,459Timeline
Faithward Advisors, LLC619,015$19M3.31%-4,05313F-HRTimeline
PAX Financial Group, LLC582,133$17.9M3.17%-23,81213F-HRTimeline
Bare Financial Services, Inc473,691$14.6M5.6%+18,79613F-HRTimeline
Turning Point Benefit Group, Inc.397,951$12.1M11.32%-21,20613F-HRTimeline
Fiduciary Alliance LLC334,651$10.3M1.01%+11,39513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…167,032$5.14M0.28%+8,72813F-HRTimelineGroup
Legacy Wealth Asset Management, LLC160,536$4.94M1.36%+8,31613F-HRTimeline
Sound Financial Strategies Group, LLC115,476$3.55M3.17%+18,60313F-HRTimeline
Plan A Wealth LLC103,958$3.2M2.48%+75613F-HRTimeline
LPL Financial LLC102,504$3.15M<0.01%+7,33813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …99,167$3.05M0.2%-47713F-HRTimelineGroup
Frontier Asset Management, LLC98,122$3.02M0.88%-3,88813F-HRTimeline
GTS SECURITIES LLC85,867$2.64M0.11%+18,81113F-HRTimeline
FLOW TRADERS U.S. LLC81,776$2.51M0.11%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…80,695$2.48M<0.01%-8,51013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC75,842$2.33M<0.01%+3,60513F-HRTimeline
World Investment Advisors66,034$2.03M0.05%+2,39613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED58,140$1.79M0.17%+23,41713F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC56,606$1.74M<0.01%+2,77713F-HRTimelineGroup
Range Financial Group LLC56,333$1.73M0.77%+4,15013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth54,878$1.69M<0.01%new13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.54,299$1.67M<0.01%+9,67513F-HRTimelineGroup
Atria Investments, Inc51,151$1.57M0.02%-1,87913F-HRTimeline
Cambridge Investment Research Advisors,…50,475$1.55M0.01%-11,33313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding50,450$1.55M+4,024Timeline
Security Financial Services, INC.47,804$1.47M0.29%+4,09813F-HRTimeline
LifeGuide Financial Advisors, LLC47,082$1.45M0.59%+13,92313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC43,760$1.35M0.01%+7,80413F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…42,892$1.32M0.01%+19,61513F-HRTimelineGroup
SageOak Financial, LLC35,436$1.09M0.97%+11,26413F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC27,539$847K0.12%+16,47713F-HRTimeline
Strategic Equity Management25,567$786K0.33%new13F-HRTimeline
TRUST POINT INC.24,721$760K0.07%-8,92513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,851$733K<0.01%new13F-HR/ATimelineGroup
MONEYWISE, INC.21,573$663K0.35%new13F-HRTimeline
Cetera Investment Advisers21,411$658K<0.01%+2,22613F-HRTimeline
Strategic Blueprint, LLC21,054$647K0.04%-5,55513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,359$626K<0.01%new13F-HRTimelineGroup
Koss-Olinger Consulting, LLC20,195$621K0.05%013F-HRTimeline
Belpointe Asset Management LLC20,128$619K0.03%new13F-HRTimeline
Keel Point, LLC19,434$597K0.05%-1,35313F-HRTimeline
AE Wealth Management LLC18,732$576K<0.01%+12,31913F-HRTimeline
Simplicity Wealth,LLC16,742$515K0.04%new13F-HRTimeline
Mission Financial Group, LLC13,129$491K0.45%13F-HRTimeline
Advisory Services Network, LLC15,148$466K0.01%+9013F-HRTimeline
Optivise Advisory Services LLC15,090$464K0.26%+1,62513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC14,190$436K0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV13,964$429K<0.01%+6,98213F-HRTimeline
Schwallier Wealth Management LLC13,921$428K0.32%+37113F-HRTimeline
IFP Advisors, Inc13,720$422K0.01%+1,05613F-HRTimeline
Harvest Investment Services, LLC13,183$405K0.11%+2,70913F-HRTimeline
Sterling Investment Advisors, Ltd.11,300$347K0.08%new13F-HRTimeline
Financial Advocates Investment Manageme…10,420$320K0.02%013F-HRTimeline
PFG Investments, LLC9,783$301K0.02%new13F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.9,726$299K0.08%-8,76913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,603$295K<0.01%new13F-HRTimelineGroup
HFG Wealth Management, LLC9,687$281K0.17%new13F-HRTimeline
HUB Investment Partners, LLC9,000$277K0.01%013F-HRTimeline
LaSalle St. Investment Advisors, LLC8,764$269K0.06%+12413F-HRTimeline
AlphaStar Capital Management, LLC8,096$249K0.03%-73513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,081$248K0.01%013F-HRTimelineGroup
Bedel Financial Consulting, Inc.7,162$234K0.03%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,879$212K0.02%+31213F-HRTimeline
CWM, LLCin group CWM, LLC5,003$154K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,802$148K0.01%+22513F-HRTimelineGroup
Geneos Wealth Management Inc.3,918$120K<0.01%+2,13013F-HRTimeline
UBS Group AGin group UBS Group AG3,456$106K<0.01%+3,06713F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,606$105K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC3,184$97.9K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC2,073$63.7K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.1,958$60.2K0.01%-1,73013F-HRTimeline
FMR LLCin group FMR LLC831$25.5K<0.01%-37613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.600$18.4K<0.01%+52213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY434$13.4K<0.01%-23313F-HRTimelineGroup
NewEdge Advisors, LLC400$12.3K<0.01%013F-HRTimeline
Rossby Financial, LCC318$10.1K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC291$8.94K<0.01%013F-HRTimeline
Transce3nd, LLC270$8.31K<0.01%-2,59313F-HRTimeline
Smartleaf Asset Management LLC240$7.4K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC224$6.89K<0.01%013F-HRTimeline
Arax Advisory Partners168$5.17K<0.01%new13F-HRTimeline
Clarity Asset Management, Inc.126$3.87K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,36613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.