Main Sector Rotation ETFSECTETF

13F holders, Q1 2024 (March 31)
73holders
1famous investor
$50.38avg. 13F price*

At the end of Q1 2024, 73 institutions reported holding Main Sector Rotation ETF (SECT) in their 13F filings. The largest holders were Orion Porfolio Solutions, LLC ($918.9M), Orion Portfolio Solutions, LLC ($918.9M) and Osaic Holdings, Inc. ($121.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Main Sector Rotation ETF
Filed as
NORTHERN LTS FD TR IV (Q1 2024)
CUSIP
66538H591
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 73Q1 2024Q2 2024: 86Q2 2024Q3 2024: 86Q3 2024Q4 2024: 96Q4 2024Q1 2025: 96Q1 2025Q2 2025: 102Q2 2025Q3 2025: 110Q3 2025Q4 2025: 111Q4 2025Q1 2026: 113Q1 2026Q2 2026: 128Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions15$4.8M
Exits8$3.7M

Ownership 73 holders

Orion Porfolio Solutions, LLC 9.84% Reduce -0.1% 18,240,123 $918.9M
Orion Portfolio Solutions, LLC 9.84% Reduce -0.1% 18,240,123 $918.9M
Osaic Holdings, Inc. 0.27% Add +524.6% 2,410,791 $121.5M
Integrated Wealth Concepts LLC 0.79% Reduce -5.5% 1,081,879 $54.5M
LPL Financial LLC 0.02% Add +13.6% 777,322 $39.2M
Envestnet Asset Management Inc. 0.01% Add +42.5% 634,920 $32.0M
Townsquare Capital LLC 0.42% Add +8.1% 569,326 $28.7M
Madrona Financial Services, LLC 9.42% Add +3.6% 536,710 $27.0M
Main Management LLC 1.82% Add +6.2% 424,035 $21.4M
GeoWealth Management, LLC 0.75% Add +13.4% 384,545 $19.4M
Atria Wealth Solutions, Inc. 0.20% Add +8.5% 353,524 $17.8M
CreativeOne Wealth, LLC 0.64% Add +176.4% 319,460 $16.1M
Envestnet Portfolio Solutions, Inc. 0.06% Add +4.1% 295,176 $14.9M
WealthPLAN Partners, LLC 1.46% Reduce -0.1% 280,131 $14.1M
Gibbs Wealth Management 7.41% — 256,035 $12.9M
Atria Investments, Inc 0.15% Add +1.1% 219,766 $11.1M
Spire Wealth Management 0.20% Add +1.1% 215,632 $10.9M
Mutual Advisors, LLC 0.31% Add +45.5% 194,271 $9.8M
Encompass More Asset Management 6.23% Add +102.1% 149,345 $7.5M
McAlister, Sweet & Associates, Inc. 4.89% Reduce -6.2% 123,503 $6.2M
Cetera Investment Advisers 0.01% Add +112.2% 102,552 $5.2M
NewEdge Advisors, LLC 0.04% Reduce -14.1% 89,910 $4.5M
Avantax Advisory Services, Inc. 0.04% Add +22.1% 88,319 $4.4M
Sigma Planning Corp 0.10% Add +569.9% 60,884 $3.1M
Fiduciary Alliance LLC 0.49% Add +3.7% 55,093 $2.8M
Florida Financial Advisors, LLC 1.91% Reduce -12.9% 51,536 $2.6M
Geneos Wealth Management Inc. 0.10% Add +7.4% 43,723 $2.2M
Cwm, LLC 0.01% Add +549.5% 38,636 $1.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +36.1% 32,946 $1.7M
Lunt Capital Management, Inc. 0.74% Add +8.7% 29,439 $1.5M
World Equity Group, Inc. 0.25% Reduce -11.7% 24,299 $1.2M
Arkadios Wealth Advisors 0.08% Add +3.5% 19,477 $981K
Brass Tax Wealth Management, Inc. 0.50% — 19,037 $959K
Independent Wealth Network Inc. 0.45% Add +4.3% 18,891 $952K
PFG Investments, LLC 0.06% New 18,589 $937K
LifePro Asset Management 0.60% Reduce -9.0% 18,158 $915K
Virtu Financial LLC 0.06% New 14,931 $752K
Financial Advocates Investment Management 0.04% Reduce -65.2% 14,204 $716K
Advisory Services Network, LLC 0.01% Reduce -2.5% 12,855 $648K
ICA Group Wealth Management, LLC 0.13% Add +54.6% 12,704 $640K
Coppell Advisory Solutions Corp. 0.10% — 10,071 $507K
Commonwealth Equity Services, LLC 0.00% Reduce -7.7% 10,028 $505K
Independent Financial Group, LLC 0.02% Reduce -17.3% 9,845 $496K
Allen Mooney & Barnes Investment Advisors LLC 0.09% New 9,932 $494K
Kestra Advisory Services, LLC 0.00% New 9,706 $489K
Compound Planning, Inc. 0.04% Add +31.6% 8,983 $453K
Koshinski Asset Management, Inc. 0.05% New 8,845 $446K
Foundations Investment Advisors, LLC 0.01% Reduce -37.9% 8,299 $418K
Diversify Advisory Services, LLC 0.02% — 7,743 $389K
Simplicity Wealth,LLC 0.01% New 7,719 $389K
Peterson Financial Group, Inc. 2.22% Reduce -1.3% 6,743 $340K
Axiom Advisory, LLC 0.22% No change 6,050 $305K
Ethos Financial Group, LLC 0.06% Reduce -70.0% 5,996 $302K
Wells Fargo & Company 0.00% Reduce -64.4% 5,816 $293K
Citadel Advisors 0.00% New 5,803 $292K
JPMorgan Chase & Co. 0.00% No change 5,072 $256K
Harbour Investments, Inc. 0.01% No change 4,855 $245K
Aptus Capital Advisors, LLC 0.01% New 4,597 $232K
Flagship Harbor Advisors, LLC 0.01% New 4,541 $229K
Focus Partners Advisor Solutions, LLC 0.01% New 4,041 $204K
Silver Oak Securities, Incorporated 0.03% Reduce -28.2% 3,863 $195K
Anchor Investment Management, LLC 0.02% Add +13.7% 3,317 $167K
EverSource Wealth Advisors, LLC 0.01% New 3,232 $155K
Nemes Rush Group LLC 0.02% Reduce -38.0% 2,870 $145K
Morgan Stanley 0.00% Reduce -29.6% 2,141 $108K
Householder Group Estate & Retirement Specialist, LLC 0.03% No change 2,080 $105K
Royal Bank of Canada 0.00% No change 1,623 $82K
US Bancorp \de 0.00% New 1,300 $65K
Register Financial Advisors LLC 0.03% New 1,000 $50K
First Horizon Advisors, Inc. 0.00% New 970 $49K
Westside Investment Management, Inc. 0.01% No change 834 $42K
Gradient Investments LLC 0.00% No change 338 $17K
Qube Research & Technologies Ltd 0.00% New 208 $10K

"% of holder's portfolio" is SECT's weight in each manager's 13F, not the share of Main Sector Rotation ETF the manager owns.