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XIMR FIRST TR EXCHNG TRADED FD VI

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VEST US EQUITY B (fund)

24 managers (24 13F filers) reported a position in XIMR shares at 2026-06-30, 836,770 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.

Managers
24
13F filers
24
New
2
Added
13
Reduced
7
Sold out
2
Shares held by filers
836,770

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
Cetera Investment Advisers388,677$12.2M0.01%-52,49413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…98,533$3.1M0.03%-4,10613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…53,643$1.69M<0.01%+38,81913F-HRTimelineGroup
Advisory Resource Group42,987$1.35M0.2%+14,17513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,597$774K<0.01%-2,58013F-HRTimelineGroup
Castleview Partners, LLC23,117$728K0.32%-4,24513F-HRTimeline
LVZ, Inc.21,773$685K0.07%+5,55813F-HRTimeline
OLD MISSION CAPITAL LLC21,320$671K0.02%+8,09113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,061$663K<0.01%-4,16913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,052$600K<0.01%+12,51913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC18,951$597K<0.01%+4,29413F-HRTimeline
UPTICK PARTNERS, LLC15,999$504K0.08%+7,40113F-HRTimeline
HARBOUR INVESTMENTS, INC.13,988$440K0.01%+4,29313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,614$429K<0.01%+1,35613F-HRTimelineGroup
Triad Wealth Partners, LLC12,558$393K0.02%+2,28313F-HRTimeline
Accel Wealth Management12,208$384K0.09%-2,03213F-HRTimeline
Focus Financial Network, Inc.10,232$322K0.01%+3913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,836$247K<0.01%+9513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP6,570$207K0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC6,452$203K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,844$58K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…1,000$31.5K<0.01%-70013F-HRTimeline
Farther Finance Advisors, LLC601$18.9K<0.01%+313F-HRTimeline
Global Retirement Partners, LLC157$4.94K<0.01%13F-HRTimeline