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Disclosery

JUNM FIRST TR EXCHNG TRADED FD VI

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VEST US EQUITY M (fund)

53 managers (53 13F filers) reported a position in JUNM shares at 2024-12-31, 1,997,962 shares in all. 5 filers opened a position and 10 filers sold out during the quarter.

Managers
53
13F filers
53
New
5
Added
10
Reduced
22
Sold out
10
Shares held by filers
1,997,962

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
Mutual Advisors, LLC239,038$7.62M0.22%-2,87513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC228,331$7.25M0.01%-13,99513F-HRTimeline
Encompass More Asset Management181,255$5.75M1.9%+44,25513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC154,244$4.9M<0.01%+5,84913F-HRTimelineGroup
VanWeelden Wealth Management, LLC146,982$4.67M4.22%13F-HRTimeline
Donald L. Hagan, LLC112,722$3.58M1.86%-2,58713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…80,390$2.55M0.5%+5,09013F-HRTimelineGroup
Cambridge Investment Research Advisors,…54,939$1.74M0.01%-2,17513F-HRTimeline
Atria Investments, Inc54,740$1.74M0.02%+4,29413F-HRTimeline
Cresset Asset Management, LLC53,650$1.7M0.01%013F-HRTimeline
Atria Wealth Solutions, Inc.48,084$1.53M0.02%-10,58513F-HRTimeline
HBW ADVISORY SERVICES LLC45,566$1.45M0.15%-2313F-HRTimeline
Glen Eagle Advisors, LLC36,900$1.17M0.19%013F-HRTimeline
Owen LaRue, LLC33,220$1.05M0.55%013F-HRTimeline
Diligent Investors, LLC32,900$1.04M0.24%013F-HRTimeline
Cetera Investment Advisers32,508$1.03M<0.01%+1,46413F-HRTimeline
AE Wealth Management LLC25,502$810K0.01%-56,57413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV25,492$809K0.06%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC22,742$722K<0.01%-25513F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.22,500$714K0.04%-4,00013F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,127$702K<0.01%new13F-HRTimelineGroup
Creekmur Asset Management LLC21,884$695K0.16%-14,50713F-HRTimeline
Clear Creek Financial Management, LLC20,300$644K0.07%013F-HRTimeline
MML INVESTORS SERVICES, LLC19,255$611K<0.01%-2,25513F-HRTimeline
Strategic Blueprint, LLC18,843$598K0.04%+14613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,757$596K<0.01%+4,77813F-HR/ATimelineGroup
Legacy CG, LLC17,560$558K0.17%-6,12513F-HRTimeline
OLD MISSION CAPITAL LLC16,165$513K0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,504$492K0.01%+97413F-HRTimelineGroup
RPS ADVISORY SOLUTIONS LLC15,185$482K0.3%-1,69713F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…14,047$446K0.16%013F-HRTimelineGroup
Bullseye Investment Management, LLC12,637$401K0.27%new13F-HRTimeline
Signal Advisors Wealth, LLC12,465$396K0.04%-62613F-HRTimeline
Orion Porfolio Solutions, LLC12,194$387K<0.01%+4,76913F-HRTimeline
Orion Portfolio Solutions, LLC12,194$387K<0.01%+4,76913F-HRTimeline
Geneos Wealth Management Inc.11,545$367K0.01%new13F-HRTimeline
LPL Financial LLC11,499$365K<0.01%new13F-HRTimeline
Prostatis Group LLC11,445$363K0.11%-3,60813F-HRTimeline
Foguth Wealth Management, LLC.11,088$356K0.09%-2,00313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,859$313K<0.01%-18,64813F-HRTimelineGroup
WEDBUSH SECURITIES INC9,122$290K0.01%-55013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,995$254K0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.7,752$246K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…7,585$241K0.02%-11,71213F-HRTimeline
CWM, LLCin group CWM, LLC7,045$224K<0.01%-2113F-HRTimelineGroup
NewEdge Advisors, LLC6,550$208K<0.01%013F-HRTimeline
Larson Financial Group LLC6,533$207K0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,834$153K<0.01%-12513F-HR/ATimelineGroup
DHJJ Financial Advisors, Ltd.2,110$67K0.03%013F-HRTimeline
Noble Wealth Management PBC2,000$63.5K0.04%13F-HRTimeline
Integrity Financial Corp /WA161$5.11K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.17$5480.05%-17,25913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.