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Disclosery

XJUL FIRST TR EXCHNG TRADED FD VI

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CMN (fund)

38 managers (38 13F filers) reported a position in XJUL shares at 2025-06-30, 757,370 shares in all. 4 filers opened a position and 6 filers sold out during the quarter.

Managers
38
13F filers
38
New
4
Added
7
Reduced
18
Sold out
6
Shares held by filers
757,370

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.136,653$5.08M0.01%-9,48013F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC59,853$2.22M<0.01%-12,71113F-HRTimeline
Advisory Services Network, LLC58,583$2.19M0.04%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC50,473$1.88M0.01%-7,52613F-HRTimelineGroup
OLD MISSION CAPITAL LLC40,978$1.52M0.04%+8,03013F-HRTimeline
Diligent Investors, LLC37,637$1.4M0.33%-1,25013F-HRTimeline
Cetera Investment Advisers37,479$1.39M<0.01%-97,10613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,573$1.17M<0.01%-139,52413F-HRTimelineGroup
Grant Private Wealth Management Inc30,000$1.11M0.63%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC27,015$1M<0.01%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC26,211$974K0.03%-34813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,480$873K<0.01%+98513F-HRTimelineGroup
LPL Financial LLC22,895$851K<0.01%+4,27113F-HRTimeline
Steward Partners Investment Advisory, L…19,350$719K0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED16,633$618K0.05%-5,48313F-HRTimeline
Allworth Financial LP11,134$414K<0.01%-2,53913F-HRTimeline
Bullseye Investment Management, LLC10,413$368K0.22%013F-HRTimeline
Chicago Partners Investment Group LLC8,957$336K0.01%013F-HRTimeline
Aurora Private Wealth, Inc.8,496$316K0.23%-113F-HRTimeline
Signal Advisors Wealth, LLC8,160$303K0.02%-8713F-HRTimeline
UBS Group AGin group UBS Group AG7,556$281K<0.01%+6,35813F-HRTimelineGroup
CWM, LLCin group CWM, LLC7,437$276K<0.01%-3,71513F-HRTimelineGroup
Aptus Capital Advisors, LLC7,165$266K<0.01%-65013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,165$266K0.02%013F-HRTimeline
Pitti Group Wealth Management, LLC6,680$248K0.21%-174,64813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,536$243K0.01%-20,15413F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.5,927$220K0.08%013F-HRTimeline
IFP Advisors, Inc5,858$218K0.01%013F-HRTimeline
Sequent Planning LLC5,741$213K0.07%-6913F-HRTimeline
PFS Partners, LLC5,732$213K0.11%+20813F-HRTimeline
Foguth Wealth Management, LLC.5,598$208K0.04%-5,21113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,385$200K<0.01%+51513F-HR/ATimelineGroup
Crown Wealth Group, LLC5,385$200K0.08%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,281$159K<0.01%+1,05413F-HRTimelineGroup
Geneos Wealth Management Inc.3,300$123K<0.01%-2,10013F-HRTimeline
Abound Wealth Management1,000$37.2K0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.651$24.2K0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.