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XIMR FIRST TR EXCHNG TRADED FD VI

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VEST US EQUITY B (fund)

14 managers (14 13F filers) reported a position in XIMR shares at 2024-12-31, 623,854 shares in all. 1 filer opened a position and 4 filers sold out during the quarter.

Managers
14
13F filers
14
New
1
Added
7
Reduced
2
Sold out
4
Shares held by filers
623,854

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Cetera Investment Advisers482,570$15M0.03%+52,96813F-HRTimeline
Castleview Partners, LLC25,502$790K0.43%+47013F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,514$701K<0.01%+7,18913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…22,012$686K<0.01%+3,84313F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.14,723$459K0.18%-36113F-HRTimeline
OLD MISSION CAPITAL LLC14,177$442K0.01%+31713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,448$419K<0.01%-1,93013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,385$417K<0.01%+6,52213F-HRTimelineGroup
Cambridge Investment Research Advisors,…6,819$212K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC6,103$190K<0.01%+1,50513F-HR/ATimelineGroup
Capital Investment Advisory Services, L…1,700$53K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.794$24.7K<0.01%013F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG107$3.33K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.