Skip to content

JUNM FIRST TR EXCHNG TRADED FD VI

Follow

VEST US EQUITY M (fund)

52 managers (52 13F filers) reported a position in JUNM shares at 2025-03-31, 1,295,358 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
52
13F filers
52
New
4
Added
9
Reduced
26
Sold out
5
Shares held by filers
1,295,358

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
Mutual Advisors, LLC222,521$6.95M0.2%-16,51713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC216,177$6.8M0.01%-12,15413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…78,173$2.46M0.08%-2,21713F-HRTimelineGroup
Atria Investments, Inc56,339$1.77M0.02%+1,59913F-HRTimeline
Cresset Asset Management, LLC53,650$1.69M0.01%013F-HRTimeline
Atria Wealth Solutions, Inc.47,178$1.48M0.02%-90613F-HRTimeline
Glen Eagle Advisors, LLC35,900$1.13M0.19%-1,00013F-HRTimeline
OLD MISSION CAPITAL LLC35,638$1.12M0.02%+19,47313F-HRTimeline
Owen LaRue, LLC33,220$1.04M0.52%013F-HRTimeline
Diligent Investors, LLC32,900$1.03M0.25%013F-HRTimeline
HBW ADVISORY SERVICES LLC30,343$954K0.14%-15,22313F-HRTimeline
Cambridge Investment Research Advisors,…26,265$826K<0.01%-28,67413F-HRTimeline
Geneos Wealth Management Inc.25,090$789K0.01%+13,54513F-HRTimeline
Strategic Blueprint, LLC24,531$771K0.04%+5,68813F-HRTimeline
Cetera Investment Advisers24,302$764K<0.01%-8,20613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.20,700$651K0.04%-1,80013F-HR/ATimelineGroup
Clear Creek Financial Management, LLC20,300$638K0.07%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,425$611K<0.01%-2,70213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC18,880$594K<0.01%-37513F-HRTimeline
AE Wealth Management LLC18,186$572K<0.01%-7,31613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV15,020$472K0.04%-10,47213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,666$461K<0.01%-8,07613F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…14,047$442K0.16%013F-HRTimelineGroup
RPS ADVISORY SOLUTIONS LLC13,084$411K0.29%-2,10113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management13,008$409K0.01%-2,49613F-HRTimelineGroup
LPL Financial LLC12,948$407K<0.01%+1,44913F-HRTimeline
Orion Porfolio Solutions, LLC12,242$385K<0.01%+4813F-HRTimeline
Orion Portfolio Solutions, LLC12,242$385K<0.01%+4813F-HR/ATimeline
LANARK FINANCIAL, INC.11,806$371K0.03%+11,78913F-HRTimeline
Signal Advisors Wealth, LLC11,041$347K0.03%-1,42413F-HRTimeline
Foguth Wealth Management, LLC.11,041$347K0.08%-4713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,346$294K<0.01%-51313F-HR/ATimelineGroup
WEDBUSH SECURITIES INC9,122$287K0.01%013F-HRTimeline
Bullseye Investment Management, LLC8,448$266K0.16%-4,18913F-HRTimeline
Prostatis Group LLC8,086$254K0.08%-3,35913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,995$251K0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.7,752$244K0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,718$243K<0.01%-146,52613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,665$241K<0.01%-11,09213F-HRTimelineGroup
Capital Investment Advisory Services, L…7,360$231K0.02%-22513F-HRTimeline
CWM, LLCin group CWM, LLC7,029$221K<0.01%-1613F-HRTimelineGroup
NewEdge Advisors, LLC6,550$206K<0.01%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,516$205K0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC6,316$199K<0.01%+1,48213F-HR/ATimelineGroup
Creekmur Asset Management LLC5,808$183K0.04%-16,07613F-HRTimeline
UBS Group AGin group UBS Group AG4,194$132K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2,110$66.4K0.03%013F-HRTimeline
Noble Wealth Management PBC2,000$62.9K0.04%013F-HRTimeline
Farther Finance Advisors, LLC206$6.49K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA161$5.06K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC113$3.55K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.