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Disclosery

LQTI FIRST TR EXCHANGE-TRADED FD

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VEST INVESTMENT (fund)

34 managers (34 13F filers) reported a position in LQTI shares at 2025-09-30, 6,128,021 shares in all. 13 filers opened a position and 2 filers sold out during the quarter.

Managers
34
13F filers
34
New
13
Added
16
Reduced
4
Sold out
2
Shares held by filers
6,128,021

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 / NC1,535,246$31.3M2.04%+1,395,27613F-HRTimeline
Aptus Capital Advisors, LLC1,535,246$31.3M0.29%+1,395,27613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC827,918$16.9M0.02%+310,91813F-HRTimeline
Cooper Capital Advisors LLC471,625$9.62M6.22%new13F-HRTimeline
LexAurum Advisors, LLC243,698$4.97M0.71%+231,67913F-HRTimeline
Sulzberger Capital Advisors, Inc.177,099$3.61M4.03%+166,92713F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…170,019$3.47M1.27%+3,38413F-HRTimelineGroup
Cetera Investment Advisers165,691$3.38M<0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC115,476$2.36M0.02%-50413F-HRTimeline
Independent Wealth Network Inc.102,374$2.09M0.67%+13,13413F-HRTimeline
American Financial Advisors, LLC91,307$1.86M0.24%-98013F-HRTimeline
Advisory Services Network, LLC83,811$1.71M0.03%+2,58013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC78,029$1.59M<0.01%new13F-HRTimelineGroup
Bullseye Investment Management, LLC75,840$1.56M0.95%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…69,421$1.42M0.03%+17,04713F-HRTimelineGroup
Insight Advisors, LLC/ PA63,112$1.29M0.2%+37,29313F-HRTimeline
OLD MISSION CAPITAL LLC45,193$922K0.03%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC44,004$898K0.02%+33,08313F-HRTimeline
Forefront Wealth Partners, LLC32,297$659K0.17%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…27,982$571K0.04%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…24,485$500K0.04%+13,01013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC21,543$440K0.01%new13F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,010$347K0.02%new13F-HRTimeline
L.M. KOHN & COMPANY16,800$343K0.41%+2,50013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,442$336K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC13,013$265K0.01%new13F-HRTimelineGroup
IFP Advisors, Inc12,846$262K0.01%-4213F-HR/ATimeline
TFB Advisors LLC12,585$257K0.07%+56713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,214$249K<0.01%-36,86513F-HRTimelineGroup
Ferguson Shapiro LLC10,304$210K0.07%new13F-HRTimeline
Rise Advisors, LLC7,522$153K0.06%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.7,302$149K<0.01%+1,30213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP500$10.2K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC67$1.38K<0.01%+6713F-HRTimeline