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Disclosery

LQTI FIRST TR EXCHANGE-TRADED FD

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VEST INVESTMENT (fund)

62 managers (62 13F filers) reported a position in LQTI shares at 2026-06-30, 12,799,074 shares in all. 11 filers opened a position and 4 filers sold out during the quarter.

Managers
62
13F filers
62
New
11
Added
34
Reduced
10
Sold out
4
Shares held by filers
12,799,074

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
GUARDIAN WEALTH ADVISORS, LLC / NC2,020,581$39M2.21%-37,63213F-HRTimeline
Aptus Capital Advisors, LLC2,020,581$39M0.29%-37,63213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,537,625$29.7M0.04%+144,47113F-HRTimeline
Rise Advisors, LLC979,814$18.9M5.32%+43,16713F-HRTimeline
Janney Montgomery Scott LLC593,882$11.5M0.02%new13F-HRTimeline
Cetera Investment Advisers539,857$10.4M0.01%+70,77413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV501,671$9.69M0.46%+31,50913F-HRTimeline
LPL Financial LLC489,218$9.45M<0.01%+264,65313F-HRTimeline
LexAurum Advisors, LLC318,457$6.15M0.71%+11,31313F-HRTimeline
Steward Partners Investment Advisory, L…278,256$5.37M0.03%+16,87213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.253,569$4.9M0.08%+35,61113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC221,998$4.29M<0.01%+6,70213F-HRTimelineGroup
SageGuard Financial Group, LLC208,695$4.03M0.57%+51,52313F-HRTimeline
Delta Investment Management, LLC208,414$4.02M0.66%+22,23113F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…203,963$3.94M1.22%+22,71313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP187,756$3.63M<0.01%+30,24513F-HRTimelineGroup
IFP Advisors, Inc173,194$3.34M0.06%+2,16713F-HRTimeline
NewEdge Advisors, LLC170,330$3.29M0.01%+74813F-HRTimeline
Sulzberger Capital Advisors, Inc.154,057$2.97M2.9%-25,92413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC153,259$2.96M<0.01%+48,71513F-HRTimelineGroup
Insight Advisors, LLC/ PA139,962$2.7M0.48%+4,07413F-HRTimeline
Balboa Wealth Partners134,661$2.6M0.35%+35,86613F-HRTimeline
Advisory Services Network, LLC95,697$1.85M0.02%+5,97013F-HRTimeline
Independent Wealth Network Inc.90,488$1.75M0.44%-25,01613F-HRTimeline
HighTower Advisors, LLC76,970$1.49M<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…73,950$1.42M0.08%+47,70013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC64,378$1.24M0.02%-20,43013F-HRTimeline
OneDigital Investment Advisors LLC58,433$1.13M0.01%-53113F-HRTimeline
Capital Investment Advisory Services, L…53,815$1.04M0.06%-2,06313F-HRTimeline
Kingsview Wealth Management, LLC53,181$1.03M0.01%+2,93113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC46,824$905K0.02%+7,66713F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC45,842$885K0.54%new13F-HRTimeline
Cambridge Investment Research Advisors,…45,098$871K<0.01%+5,14713F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management44,605$861K0.01%+84613F-HRTimelineGroup
PSI Advisors, LLC39,072$754K0.18%+16,27013F-HRTimeline
Valmark Advisers, Inc.38,340$740K0.01%new13F-HRTimeline
Southern Financial Group, LLC37,695$728K0.19%+1113F-HRTimeline
American Financial Advisors, LLC35,533$686K0.08%-2,14213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV35,155$679K0.03%013F-HRTimeline
Forefront Wealth Partners, LLC33,060$638K0.2%-13713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC30,030$580K0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC27,224$526K<0.01%+11,61613F-HRTimeline
OLD MISSION CAPITAL LLC26,359$509K0.01%+2,07013F-HRTimeline
Stenger Family Office, LLC25,919$501K0.08%+41713F-HRTimeline
Quad-Cities Investment Group, LLC24,023$464K0.17%013F-HRTimeline
1776 Wealth LLC22,382$432K0.15%013F-HRTimeline
Maridea Wealth Management LLC21,275$411K0.04%+2,10013F-HRTimeline
HARBOUR INVESTMENTS, INC.20,995$405K0.01%+9,63013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC20,940$404K<0.01%+38113F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC17,713$342K0.09%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…15,937$308K0.01%new13F-HRTimelineGroup
Kovack Advisors, Inc.14,525$278K0.01%new13F-HRTimeline
Gladstone Institutional Advisory LLC14,188$274K0.01%-64213F-HRTimeline
CENTAURUS FINANCIAL, INC.14,065$272K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,865$229K<0.01%new13F-HRTimelineGroup
WCG Wealth Advisors LLC10,683$206K<0.01%new13F-HRTimeline
Ferguson Shapiro LLC10,304$199K0.06%013F-HRTimeline
Lakeridge Wealth Management LLC10,177$197K0.07%new13F-HRTimeline
Arax Advisory Partners2,362$45.6K<0.01%+30513F-HRTimeline
SBI Securities Co., Ltd.135$2.61K<0.01%+13113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…37$714<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$2<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.