Main Sector Rotation ETFSECTETF

13F holders, Q4 2024 (December 31)
96holders +10
12new positions
9sold out
1famous investor
$54.43avg. 13F price*

At the end of Q4 2024, 96 institutions reported holding Main Sector Rotation ETF (SECT) in their 13F filings, up 10 from Q3 2024. 12 opened new positions and 9 sold out. The largest holders were Orion Porfolio Solutions, LLC ($984.6M), Orion Portfolio Solutions, LLC ($984.6M) and Osaic Holdings, Inc. ($374.2M). 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 (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions12$7.6M
Exits9$2.2M

All 13F filers, Q3 2024 → Q4 2024: 1,715,185 shares bought and 291,389 shares sold, net +1,423,796 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 96 holders

Orion Porfolio Solutions, LLC 9.81% Add +0.6% 17,914,318 $984.6M
Orion Portfolio Solutions, LLC 9.81% Add +0.6% 17,914,318 $984.6M
Osaic Holdings, Inc. 0.84% Add +8.7% 7,333,711 $374.2M
LPL Financial LLC 0.03% Add +14.6% 1,405,594 $77.3M
Integrated Wealth Concepts LLC 0.62% Reduce -2.0% 965,461 $53.1M
Envestnet Asset Management Inc. 0.01% Reduce -0.7% 850,805 $46.8M
Potomac Fund Management Inc. 2.35% — 729,708 $40.1M
Townsquare Capital LLC 0.34% Reduce -6.2% 553,401 $30.4M
CreativeOne Wealth, LLC 0.89% Add +6.7% 530,876 $29.2M
Madrona Financial Services, LLC 7.87% Reduce -6.3% 525,864 $28.9M
Envestnet Portfolio Solutions, Inc. 0.08% Add +37.9% 443,887 $24.4M
Main Management LLC 1.86% Add +0.4% 414,061 $22.8M
Atria Wealth Solutions, Inc. 0.24% Add +14.4% 402,019 $22.1M
GeoWealth Management, LLC 0.70% Reduce -11.5% 391,362 $21.5M
Copley Financial Group, Inc. 14.66% Add +73.8% 348,364 $19.1M
WealthPLAN Partners, LLC 2.38% Add +6.8% 305,128 $16.8M
Encompass More Asset Management 5.21% Add +13.9% 286,977 $15.8M
Mutual Advisors, LLC 0.36% Reduce -3.5% 221,914 $12.3M
Gibbs Wealth Management 3.32% Reduce -2.1% 222,948 $12.3M
Atria Investments, Inc 0.14% Reduce -13.8% 204,734 $11.3M
Spire Wealth Management 0.34% Reduce -4.2% 201,820 $11.1M
Integrity Alliance, Llc. 1.08% — 180,945 $9.9M
Defined Financial Planning LLC 8.77% — 149,419 $8.2M
Cetera Investment Advisers 0.02% Add +1.2% 137,144 $7.5M
Avantax Advisory Services, Inc. 0.04% Add +11.8% 129,043 $7.1M
Cwm, LLC 0.02% Reduce -9.2% 105,738 $5.8M
McAlister, Sweet & Associates, Inc. 4.13% Add +1.1% 105,639 $5.8M
NewEdge Advisors, LLC 0.03% Reduce -3.1% 97,799 $5.4M
Sigma Planning Corp 0.15% Add +13.4% 84,896 $4.7M
World Equity Group, Inc. 0.96% Add +208.6% 81,474 $4.5M
Echo45 Advisors LLC 2.54% New 69,491 $3.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +2.0% 70,410 $3.9M
Cooper Financial Group 0.38% Add +6.4% 58,005 $3.2M
Geneos Wealth Management Inc. 0.10% Add +12.0% 53,015 $2.9M
Fiduciary Alliance LLC 0.29% Reduce -1.5% 51,596 $2.8M
CFC Planning Co LLC 2.64% — 44,828 $2.5M
Synergy Investment Management, LLC 1.03% — 43,600 $2.4M
Discipline Wealth Solutions, LLC 1.07% Add +44.5% 42,029 $2.3M
Florida Financial Advisors, LLC 1.03% Reduce -9.6% 41,802 $2.3M
Citadel Advisors 0.00% Add +0.8% 39,825 $2.2M
Lunt Capital Management, Inc. 0.84% Add +10.1% 39,381 $2.2M
Jane Street Group, LLC 0.00% Add +197.0% 36,627 $2.0M
Bravias Capital Group, LLC 1.50% — 32,695 $1.8M
Brass Tax Wealth Management, Inc. 0.38% Add +18.4% 32,974 $1.8M
Commonwealth Equity Services, LLC 0.00% Add +387.6% 30,468 $1.7M
Susquehanna International Group, LLP 0.00% Add +30.4% 27,168 $1.5M
Independent Wealth Network Inc. 0.50% Add +8.2% 22,338 $1.2M
PFG Investments, LLC 0.07% Add +6.5% 21,918 $1.2M
Kestra Advisory Services, LLC 0.01% Add +8.8% 20,019 $1.1M
Koshinski Asset Management, Inc. 0.08% Reduce -0.7% 17,172 $944K
Foundations Investment Advisors, LLC 0.02% Add +80.7% 16,831 $925K
Advantage Trust Co 0.54% New 16,765 $921K
AE Wealth Management LLC 0.01% New 16,482 $906K
Silver Oak Securities, Incorporated 0.08% Add +24.9% 16,349 $903K
Natixis Advisors, LLC 0.00% Add +24.7% 16,320 $897K
GK Wealth Management LLC 1.06% — 15,222 $837K
Advisory Services Network, LLC 0.01% Reduce -1.6% 14,428 $793K
Sanctuary Advisors, LLC 0.00% No change 12,822 $727K
TCP Asset Management, LLC 0.15% No change 12,266 $674K
Meeder Advisory Services, Inc. 0.04% Add +16.3% 12,076 $664K
Financial Advocates Investment Management 0.04% Reduce -17.3% 11,641 $640K
RFG Advisory, LLC 0.02% Reduce -33.2% 10,753 $591K
Independent Financial Group, LLC 0.02% Reduce -2.0% 10,682 $587K
Coppell Advisory Solutions LLC 0.08% Add +4.5% 10,523 $581K
GWN Securities Inc. 0.15% — 9,841 $554K
Private Advisor Group, LLC 0.00% Add +0.3% 9,480 $521K
Compound Planning, Inc. 0.03% Reduce -1.8% 9,384 $516K
Wells Fargo & Company 0.00% Add +1.3% 9,308 $512K
Farther Finance Advisors, LLC 0.02% Reduce -14.2% 8,729 $480K
Nwam LLC 0.03% New 7,757 $426K
Simplicity Wealth,LLC 0.09% Reduce -1.5% 7,602 $418K
Sovran Advisors, LLC 0.06% — 7,132 $390K
Old Mission Capital LLC 0.01% New 6,743 $371K
Allworth Financial LP 0.00% Add +1547.3% 6,441 $370K
Creative Planning 0.00% New 6,453 $355K
Diversify Advisory Services, LLC 0.02% Add +6.3% 6,091 $332K
Ethos Financial Group, LLC 0.04% Add +0.3% 6,016 $331K
Freedom Investment Management, Inc. 0.02% New 5,095 $280K
Harbour Investments, Inc. 0.01% No change 4,855 $267K
Aptus Capital Advisors, LLC 0.00% Add +0.3% 4,614 $254K
Arkadios Wealth Advisors 0.01% Reduce -74.8% 4,488 $247K
Anchor Investment Management, LLC 0.02% No change 4,182 $230K
EverSource Wealth Advisors, LLC 0.01% Reduce -0.1% 3,228 $177K
IFP Advisors, Inc 0.01% New 3,019 $166K
Steward Partners Investment Advisory, LLC 0.00% New 2,827 $155K
Morgan Stanley 0.00% Add +28.2% 2,744 $151K
Nemes Rush Group LLC 0.02% Reduce -8.3% 2,633 $145K
Royal Bank of Canada 0.00% Reduce -6.1% 1,623 $89K
FSC Wealth Advisors, LLC 0.04% New 1,164 $64K
Global Retirement Partners, LLC 0.00% New 932 $51K
Westside Investment Management, Inc. 0.01% No change 834 $46K
Continuum Advisory, LLC 0.00% Reduce -1.4% 505 $28K
Assetmark, Inc. 0.00% Add +200.7% 430 $24K
Crewe Advisors LLC 0.00% New 167 $9K
Toth Financial Advisory Corp. 0.00% No change 97 $5K
JPMorgan Chase & Co. 0.00% Reduce -100.0% 1 $55

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