Skip to content
Disclosery

WWJD NORTHERN LTS FD TR IV

Follow

ETF (fund)

106 managers (109 13F filers) reported a position in WWJD shares at 2026-03-31, 9,868,736 shares in all. 13 filers opened a position and 7 filers sold out during the quarter.

Managers
106
13F filers
109
New
13
Added
46
Reduced
31
Sold out
7
Shares held by filers
9,868,736

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 holding2,912,545$109M+202,702Timeline
OneAscent Financial Services LLCgroup of 2 filers holding601,022$22.5M+456,870Timeline
Bare Financial Services, Inc522,686$19.5M5.17%+9,45113F-HRTimeline
PAX Financial Group, LLC451,484$16.9M2.88%+1,19513F-HRTimeline
Faithward Advisors, LLC444,041$16.6M2.37%+2,78913F-HRTimeline
Fiduciary Alliance LLC346,536$13.7M0.83%-5,00413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV328,127$12.3M0.75%-50,72313F-HRTimeline
Turning Point Benefit Group, Inc.396,067$11.7M7.43%+131,32113F-HRTimeline
Legacy Wealth Asset Management, LLC281,469$10.5M2.56%+16,00713F-HRTimeline
LPL Financial LLC274,119$10.2M<0.01%+25,17813F-HRTimeline
Sound Financial Strategies Group, LLC169,074$6.32M4.31%+68,55013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…161,514$6.04M0.18%-2,69813F-HR/ATimelineGroup
SILVER OAK SECURITIES, INCORPORATED153,823$5.75M0.42%+22,92713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth126,870$4.74M0.01%+5,03913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…107,317$4.01M0.02%+9,56913F-HRTimelineGroup
World Investment Advisors91,361$3.42M0.06%+7,43713F-HRTimeline
Frontier Asset Management, LLC90,450$3.38M0.71%-4,52813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC87,481$3.27M<0.01%-2,33313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…84,552$3.16M<0.01%+10,19713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC81,920$3.06M<0.01%+67,85013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC80,822$3.02M0.01%+17,54013F-HRTimelineGroup
Plan A Wealth LLC80,466$3.01M1.44%-9,93013F-HRTimeline
Belpointe Asset Management LLC75,358$2.82M0.1%+6,87613F-HRTimeline
WorthPointe, LLC71,656$2.68M0.73%-36,22213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding66,101$2.47M+7,639Timeline
Security Financial Services, INC.64,145$2.4M0.38%+8,25213F-HRTimeline
AE Wealth Management LLC61,552$2.3M0.01%+16,57113F-HRTimeline
Range Financial Group LLC59,634$2.23M0.75%-1,27113F-HRTimeline
FLOW TRADERS U.S. LLC59,236$2.21M0.07%new13F-HRTimeline
Cambridge Investment Research Advisors,…58,188$2.18M0.01%+1,35813F-HRTimeline
TRUST POINT INC.53,920$2.02M0.18%-1,80413F-HRTimeline
Atria Investments, Inc53,828$2.01M0.02%-5,69513F-HRTimeline
Strategic Equity Management53,498$2M0.75%+19,32113F-HRTimeline
LifeGuide Financial Advisors, LLC52,370$1.96M0.63%+2,20713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV50,991$1.91M0.1%+9,65213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.49,613$1.86M<0.01%-7,28913F-HRTimelineGroup
SageOak Financial, LLC46,690$1.75M1.23%-32113F-HRTimeline
MONEYWISE, INC.43,843$1.64M0.72%+15,40113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC40,135$1.5M<0.01%+3,99713F-HRTimelineGroup
Tulsa Wealth Advisors, INC36,979$1.38M0.24%new13F-HRTimeline
GTS SECURITIES LLC34,204$1.28M0.05%+17013F-HRTimeline
Cetera Investment Advisers32,629$1.22M<0.01%+4,10313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC31,603$1.18M0.12%+61713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP31,140$1.16M<0.01%-37,89513F-HRTimelineGroup
Farther Finance Advisors, LLC29,739$1.12M0.01%new13F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.24,612$920K0.18%+1,79513F-HRTimeline
Advisory Services Network, LLC24,464$915K0.01%+6113F-HRTimeline
IFP Advisors, Inc20,898$781K0.02%+30113F-HRTimeline
Optivise Advisory Services LLC20,562$769K0.47%-7313F-HRTimeline
Schwallier Wealth Management LLC19,820$741K0.54%+1,53713F-HRTimeline
Sanctuary Advisors, LLC18,126$678K<0.01%-24,34513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,095$677K<0.01%new13F-HRTimelineGroup
CARLSON FINANCIAL, INC.16,939$633K0.37%+1,72013F-HRTimeline
Keel Point, LLC16,879$631K0.04%-61513F-HRTimeline
Sterling Investment Advisors, Ltd.15,600$583K0.11%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,338$573K0.01%-1,78713F-HRTimelineGroup
Koss-Olinger Consulting, LLC14,446$540K0.05%013F-HRTimeline
Simplicity Wealth,LLC13,605$509K0.03%+1,43713F-HRTimeline
Independent Advisor Alliance11,467$429K<0.01%new13F-HRTimeline
Gateway Wealth Partners, LLC11,166$418K0.02%+4,57713F-HRTimeline
Strategic Blueprint, LLC10,903$408K0.02%-12813F-HRTimeline
Cornerstone Financial Management LLC10,596$396K0.36%-15,00313F-HR/ATimeline
Harvest Investment Services, LLC10,294$385K0.07%-7913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,603$359K<0.01%013F-HRTimelineGroup
HUB Investment Partners, LLC9,000$337K0.01%013F-HRTimeline
Bedel Financial Consulting, Inc.8,353$312K0.04%+1,79313F-HRTimeline
Larry Mathis Financial Planning, LLC8,188$306K0.27%013F-HRTimeline
HFG Wealth Management, LLC8,082$302K0.17%-24613F-HRTimeline
LaSalle St. Investment Advisors, LLC8,060$301K0.04%+25213F-HRTimeline
PFG Investments, LLC7,999$299K0.01%-27713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC7,733$289K0.01%+7013F-HRTimeline
MML INVESTORS SERVICES, LLC7,624$285K<0.01%-2,33813F-HRTimeline
CWM, LLCin group CWM, LLC7,194$269K<0.01%-4,37013F-HRTimelineGroup
GEM Asset Management, LLC6,091$228K0.1%new13F-HRTimeline
COURIER CAPITAL LLC6,007$225K0.01%013F-HR/ATimeline
Betterment LLC5,940$222K<0.01%-23513F-HRTimeline
Continuum Advisory, LLC5,732$214K0.02%new13F-HRTimeline
Cornerstone Wealth Management, LLC5,695$213K0.01%+4213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,663$212K0.02%013F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …5,643$211K<0.01%new13F-HRTimelineGroup
Clear Creek Financial Management, LLC5,501$206K0.02%013F-HRTimeline
GWN SECURITIES INC.5,500$206K0.04%new13F-HRTimeline
Van Diest Capital, LLC5,377$201K0.16%new13F-HRTimeline
Allen Capital Group, LLC5,359$200K0.02%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,158$193K0.01%013F-HRTimelineGroup
Rossby Financial, LCC4,594$173K0.04%-3513F-HRTimeline
Geneos Wealth Management Inc.4,154$155K<0.01%+1,05913F-HRTimeline
SHP Wealth Management2,401$89.8K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,962$73.4K<0.01%-32213F-HRTimelineGroup
Westside Investment Management, Inc.1,958$73.2K0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,949$72.9K<0.01%+1,72713F-HRTimeline
N.E.W. Advisory Services LLC1,065$39.8K<0.01%013F-HRTimeline
Root Financial Partners, LLC864$32.3K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC835$31.2K<0.01%-7713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.537$20.1K<0.01%-3313F-HRTimeline
CX Institutional446$17K<0.01%-24513F-HRTimeline
Go Invest LLC432$16.1K<0.01%+613F-HRTimeline
NewEdge Advisors, LLC400$15K<0.01%013F-HR/ATimeline
PEOPLES FINANCIAL SERVICES CORP.303$11.3K0.01%new13F-HRTimeline
Winch Advisory Services, LLC299$11.2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC243$9.09K<0.01%+8513F-HRTimelineGroup
IAG Wealth Partners, LLC224$8.38K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC223$8.07K<0.01%013F-HRTimeline
Arax Advisory Partners168$6.28K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…32$1.2K<0.01%013F-HRTimeline
Allworth Financial LP10$374<0.01%013F-HRTimeline