Skip to content

JUNM FIRST TR EXCHNG TRADED FD VI

Follow

VEST US EQUITY M (fund)

56 managers (56 13F filers) reported a position in JUNM shares at 2025-12-31, 1,197,743 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
56
13F filers
56
New
10
Added
9
Reduced
18
Sold out
4
Shares held by filers
1,197,743

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
COMMONWEALTH EQUITY SERVICES, LLC199,639$6.84M0.01%-6,03713F-HRTimeline
Mutual Advisors, LLC196,515$6.73M0.14%-7,95513F-HRTimeline
Cresset Asset Management, LLC62,831$2.15M0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC57,525$1.97M<0.01%-1,15013F-HRTimeline
WEDBUSH SECURITIES INC42,608$1.46M0.04%+5,95413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…39,834$1.36M0.04%+18013F-HRTimelineGroup
LPL Financial LLC36,004$1.23M<0.01%+1,14613F-HRTimeline
Glen Eagle Advisors, LLC33,735$1.16M0.16%013F-HRTimeline
Americana Partners, LLC31,130$1.07M0.03%-10613F-HRTimeline
Diligent Investors, LLC30,900$1.06M0.26%-2,00013F-HRTimeline
Owen LaRue, LLC30,374$1.04M0.4%-1,63213F-HRTimeline
HBW ADVISORY SERVICES LLC29,867$1.02M0.11%-23513F-HRTimeline
Cetera Investment Advisers28,201$966K<0.01%-63313F-HRTimeline
OLD MISSION CAPITAL LLC24,154$827K0.03%new13F-HRTimeline
Atria Investments, Inc23,825$816K0.01%+56913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,110$757K<0.01%+1,00013F-HRTimelineGroup
Clear Creek Financial Management, LLC19,600$671K0.05%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,489$633K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,855$611K<0.01%-4,62813F-HRTimelineGroup
Cambridge Investment Research Advisors,…16,081$551K<0.01%-43213F-HRTimeline
IMC-Chicago, LLC15,859$543K0.01%new13F-HRTimeline
McKinley Carter Wealth Services, Inc.15,098$517K0.03%013F-HRTimeline
Geneos Wealth Management Inc.13,545$464K0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,186$452K0.01%+5,69813F-HRTimelineGroup
Foguth Wealth Management, LLC.12,881$441K0.07%13F-HRTimeline
Orion Porfolio Solutions, LLC11,968$410K<0.01%+2513F-HRTimeline
Mariner, LLCin group Mariner, LLC11,872$407K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.11,806$404K0.03%013F-HRTimeline
AE Wealth Management LLC11,184$383K<0.01%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC10,830$371K0.17%-23313F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…10,727$367K0.12%-3,30013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,893$339K<0.01%-55613F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management9,600$329K<0.01%-29613F-HRTimelineGroup
NewEdge Advisors, LLC8,050$276K<0.01%-46,00013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,995$274K0.01%013F-HR/ATimelineGroup
Prostatis Group LLC7,260$249K0.06%-5,73213F-HRTimeline
Buck Wealth Strategies, LLC6,230$213K0.03%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,957$204K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC5,839$200K<0.01%+98913F-HRTimelineGroup
Capital Investment Advisory Services, L…5,300$181K0.01%+13013F-HRTimeline
CWM, LLCin group CWM, LLC5,169$177K<0.01%-2,59013F-HRTimelineGroup
Integrity Financial Corp /WA4,216$144K0.07%013F-HRTimeline
Benson Wealth Management INC3,570$122K0.14%13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,272$112K0.09%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2,275$77.9K0.03%-33013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,225$76.2K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,181$74.7K0.01%new13F-HRTimeline
Noble Wealth Management PBC2,000$68.5K0.03%013F-HRTimeline
CX Institutional1,716$59K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC1,522$52.1K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,371$46.9K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…850$29.1K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC600$20.5K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC206$7.05K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC113$3.87K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/100$3.42K<0.01%new13F-HRTimelineGroup