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Disclosery

LQTI FIRST TR EXCHANGE-TRADED FD

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VEST INVESTMENT (fund)

56 managers (56 13F filers) reported a position in LQTI shares at 2026-03-31, 11,964,169 shares in all. 15 filers opened a position and 7 filers sold out during the quarter.

Managers
56
13F filers
56
New
15
Added
29
Reduced
7
Sold out
7
Shares held by filers
11,964,169

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
GUARDIAN WEALTH ADVISORS, LLC / NC2,058,213$40.3M2.56%+153,50413F-HRTimeline
Aptus Capital Advisors, LLC2,058,213$40.3M0.34%+167,79813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,393,154$27.3M0.04%+218,41813F-HRTimeline
Rise Advisors, LLC936,647$18.2M6.42%+109,12313F-HRTimeline
Bullseye Investment Management, LLC725,175$14.2M7.64%+22,30713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV470,162$9.21M0.56%+24,21913F-HRTimeline
Cetera Investment Advisers469,083$9.18M0.01%+261,68013F-HRTimeline
LexAurum Advisors, LLC307,144$6.01M0.78%13F-HRTimeline
Steward Partners Investment Advisory, L…261,384$5.12M0.03%new13F-HRTimeline
LPL Financial LLC224,565$4.4M<0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…217,958$4.27M0.08%+18,61713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC215,296$4.22M<0.01%+147,83013F-HRTimelineGroup
Delta Investment Management, LLC186,183$3.65M0.65%+34,02813F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…181,250$3.55M1.31%+10,20713F-HRTimelineGroup
Sulzberger Capital Advisors, Inc.179,981$3.52M3.6%-2,37613F-HRTimeline
IFP Advisors, Inc171,027$3.35M0.07%+153,69813F-HRTimeline
NewEdge Advisors, LLC169,582$3.32M0.01%+116,07213F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP157,511$3.08M<0.01%new13F-HRTimelineGroup
SageGuard Financial Group, LLC157,172$3.08M0.48%+69,40313F-HRTimeline
Insight Advisors, LLC/ PA135,888$2.66M0.51%+32,17713F-HRTimeline
Independent Wealth Network Inc.115,504$2.26M0.67%+4,71413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC104,544$2.05M<0.01%-55,99213F-HRTimelineGroup
Balboa Wealth Partners98,795$1.93M0.32%new13F-HRTimeline
Advisory Services Network, LLC89,727$1.76M0.02%+2,52613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC84,808$1.66M0.04%+10,55113F-HR/ATimeline
OneDigital Investment Advisors LLC58,964$1.15M0.01%-1,61513F-HRTimeline
Capital Investment Advisory Services, L…55,878$1.09M0.08%+13,94813F-HRTimeline
Kingsview Wealth Management, LLC50,250$984K0.01%+4,13213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management43,759$857K0.01%+6,56713F-HRTimelineGroup
Cambridge Investment Research Advisors,…39,951$782K<0.01%+27,05613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC39,157$767K0.02%+7,20813F-HRTimelineGroup
Southern Financial Group, LLC37,684$738K0.21%+1,30413F-HRTimeline
American Financial Advisors, LLC37,675$738K0.1%-43,65813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,380$732K<0.01%new13F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV35,155$688K0.04%+7,11013F-HRTimeline
Forefront Wealth Partners, LLC33,197$650K0.27%+27913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC30,030$588K0.01%-2,93413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,027$549K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…26,250$511K0.04%new13F-HRTimeline
Stenger Family Office, LLC25,502$499K0.09%+4,25613F-HRTimeline
OLD MISSION CAPITAL LLC24,289$476K0.01%new13F-HRTimeline
Quad-Cities Investment Group, LLC24,023$470K0.19%-1,13813F-HRTimeline
PSI Advisors, LLC22,802$446K0.11%new13F-HRTimeline
1776 Wealth LLC22,382$438K0.17%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC20,559$403K0.01%-47613F-HRTimelineGroup
Maridea Wealth Management LLC19,175$375K0.05%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC17,713$347K0.1%new13F-HRTimeline
Integrated Wealth Concepts LLC15,608$306K<0.01%+3,10913F-HRTimeline
Gladstone Institutional Advisory LLC14,830$290K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.11,365$223K<0.01%+3,62413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,195$219K<0.01%new13F-HRTimeline
Ferguson Shapiro LLC10,304$202K0.06%013F-HRTimeline
Arax Advisory Partners2,057$40.3K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…37$724<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.4$78<0.01%new13F-HRTimeline
AE Wealth Management LLC1$12<0.01%013F-HRTimeline