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XIMR FIRST TR EXCHNG TRADED FD VI

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VEST US EQUITY B (fund)

19 managers (19 13F filers) reported a position in XIMR shares at 2025-12-31, 858,356 shares in all. 1 filer opened a position and 7 filers sold out during the quarter.

Managers
19
13F filers
19
New
1
Added
9
Reduced
7
Sold out
7
Shares held by filers
858,356

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
Cetera Investment Advisers526,595$16.4M0.02%-252,86313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…92,638$2.89M0.04%+13,48213F-HRTimelineGroup
OLD MISSION CAPITAL LLC47,616$1.49M0.06%+37,07213F-HRTimeline
Castleview Partners, LLC25,191$786K0.39%+1,61213F-HRTimeline
Advisory Resource Group25,091$783K0.14%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,742$772K<0.01%-1,03113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,124$628K<0.01%+4,10913F-HR/ATimelineGroup
Triad Wealth Partners, LLC17,993$561K0.05%-16,17613F-HRTimeline
MML INVESTORS SERVICES, LLC16,467$514K<0.01%+6,14813F-HRTimeline
Accel Wealth Management13,464$420K0.11%+21113F-HRTimeline
Focus Financial Network, Inc.10,673$333K0.01%-9,28413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,348$323K<0.01%+36313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC7,580$236K<0.01%+11913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC6,452$201K<0.01%+4613F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.6,435$201K0.06%-3,32013F-HRTimeline
Farther Finance Advisors, LLC3,055$95.3K<0.01%-9113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,109$65.8K<0.01%-2,26913F-HRTimelineGroup
Capital Investment Advisory Services, L…1,700$53K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG83$2.59K<0.01%new13F-HRTimelineGroup