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Disclosery

LQTI FIRST TR EXCHANGE-TRADED FD

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VEST INVESTMENT (fund)

47 managers (47 13F filers) reported a position in LQTI shares at 2025-12-31, 10,480,285 shares in all. 17 filers opened a position and 4 filers sold out during the quarter.

Managers
47
13F filers
47
New
17
Added
22
Reduced
4
Sold out
4
Shares held by filers
10,480,285

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
GUARDIAN WEALTH ADVISORS, LLC / NC1,904,709$38.3M2.4%+369,46313F-HRTimeline
Aptus Capital Advisors, LLC1,890,415$38M0.32%+355,16913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,174,736$23.6M0.03%+346,81813F-HRTimeline
Rise Advisors, LLC827,524$16.6M5.94%+820,00213F-HRTimeline
Bullseye Investment Management, LLC702,868$14.1M7.36%+627,02813F-HRTimeline
Janney Montgomery Scott LLC541,328$10.9M0.02%new13F-HRTimeline
Cooper Capital Advisors LLC515,040$10.4M6.52%+43,41513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV445,943$8.97M0.57%new13F-HRTimeline
Cetera Investment Advisers207,403$4.17M<0.01%+41,71213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…199,341$4.01M0.08%+129,92013F-HRTimelineGroup
Sulzberger Capital Advisors, Inc.182,357$3.67M3.71%+5,25813F-HRTimeline
Mutual Advisors, LLC177,445$3.57M0.08%new13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…171,043$3.44M1.24%+1,02413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC160,536$3.23M<0.01%+82,50713F-HRTimelineGroup
Delta Investment Management, LLC152,155$3.06M0.53%new13F-HRTimeline
Independent Wealth Network Inc.110,790$2.23M0.68%+8,41613F-HRTimeline
Insight Advisors, LLC/ PA103,711$2.09M0.32%+40,59913F-HRTimeline
SageGuard Financial Group, LLC87,769$1.77M0.28%13F-HRTimeline
Advisory Services Network, LLC87,201$1.75M0.02%+3,39013F-HRTimeline
American Financial Advisors, LLC81,333$1.64M0.21%-9,97413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC74,257$1.49M0.03%+30,25313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC67,466$1.36M<0.01%+51,02413F-HRTimelineGroup
OneDigital Investment Advisors LLC60,579$1.22M0.01%-54,89713F-HRTimeline
NewEdge Advisors, LLC53,510$1.08M<0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC46,118$928K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…41,930$844K0.06%+17,44513F-HRTimeline
Wealth Watch Advisors, INC39,170$788K0.29%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management37,192$748K0.01%new13F-HRTimelineGroup
Southern Financial Group, LLC36,380$732K0.21%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC32,964$663K0.02%new13F-HRTimelineGroup
Forefront Wealth Partners, LLC32,918$662K0.31%+62113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC31,949$643K0.02%+18,93613F-HR/ATimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV28,045$564K0.03%+11,03513F-HRTimeline
Quad-Cities Investment Group, LLC25,161$506K0.21%new13F-HRTimeline
1776 Wealth LLC22,382$450K0.17%new13F-HRTimeline
Stenger Family Office, LLC21,246$427K0.09%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC21,035$423K0.01%-50813F-HRTimelineGroup
IFP Advisors, Inc17,329$349K0.01%+4,48313F-HRTimeline
Cambridge Investment Research Advisors,…12,895$259K<0.01%new13F-HRTimeline
TFB Advisors LLC12,585$253K0.07%013F-HRTimeline
Integrated Wealth Concepts LLC12,499$251K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,754$216K<0.01%new13F-HRTimelineGroup
Ferguson Shapiro LLC10,304$207K0.06%013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,741$156K<0.01%+43913F-HRTimeline
UBS Group AGin group UBS Group AG191$3.84K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…37$744<0.01%new13F-HR/ATimelineGroup
AE Wealth Management LLC1$12<0.01%-6613F-HRTimeline