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Disclosery

XJUL FIRST TR EXCHNG TRADED FD VI

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CMN (fund)

44 managers (44 13F filers) reported a position in XJUL shares at 2026-06-30, 765,935 shares in all. 5 filers opened a position and 13 filers sold out during the quarter.

Managers
44
13F filers
44
New
5
Added
4
Reduced
17
Sold out
13
Shares held by filers
765,935

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
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.122,929$5.01M0.01%+1,43413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC57,038$2.32M<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC51,373$2.09M0.01%-6,51013F-HRTimelineGroup
CROSSPOINT FINANCIAL, LLC51,200$2.08M4.77%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…49,907$2.03M<0.01%+41,61613F-HRTimelineGroup
Cetera Investment Advisers38,622$1.57M<0.01%-93,70813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding33,957$1.38M-178,425Timeline
World Investment Advisors32,649$1.33M0.02%-1,64613F-HRTimeline
Diligent Investors, LLC31,987$1.3M0.29%-3,75013F-HRTimeline
Griffith & Werner, Inc.29,600$1.21M0.56%013F-HRTimeline
Mariner, LLCin group Mariner, LLC26,032$1.06M<0.01%-1,67913F-HRTimelineGroup
OLD MISSION CAPITAL LLC23,486$956K0.02%-2,95213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,694$843K0.02%-15,53413F-HRTimelineGroup
Steward Partners Investment Advisory, L…18,300$745K<0.01%-35013F-HRTimeline
Summit Financial, LLC16,982$691K0.01%new13F-HRTimeline
HRT FINANCIAL LP16,346$665K<0.01%new13F-HRTimeline
LPL Financial LLC14,273$581K<0.01%-1,00013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,952$568K0.03%-8,00713F-HRTimeline
Sequent Planning LLC11,750$478K0.1%-1,97613F-HRTimeline
IFP Advisors, Inc11,716$477K0.01%+5,85813F-HRTimeline
Keel Point, LLC9,636$392K0.02%013F-HRTimeline
PFS Partners, LLC9,293$378K0.15%-25613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,391$342K<0.01%new13F-HRTimelineGroup
Chicago Partners Investment Group LLC7,450$303K0.01%013F-HRTimeline
Pitti Group Wealth Management, LLC6,815$277K0.2%-1013F-HRTimeline
UBS Group AGin group UBS Group AG6,429$262K<0.01%+5,87313F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.5,927$241K0.07%013F-HRTimeline
Aptus Capital Advisors, LLC5,865$239K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC5,865$239K0.01%013F-HRTimeline
Foguth Wealth Management, LLC.5,598$228K0.03%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,053$206K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.3,300$134K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,167$129K<0.01%-4,59113F-HRTimelineGroup
EP Wealth Advisors, LLC2,562$104K<0.01%new13F-HRTimeline
Triumph Capital Management1,600$65.1K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,519$61.8K0.02%013F-HRTimeline
Farther Finance Advisors, LLC1,100$44.8K<0.01%new13F-HRTimeline
Allworth Financial LP989$40.3K<0.01%-14413F-HRTimeline
Ashton Thomas Private Wealth, LLC738$30K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.664$27K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC611$24.9K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC300$12.2K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…178$7.25K<0.01%-72113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY92$3.75K<0.01%013F-HRTimelineGroup