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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 2025-09-30, 908,551 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
38
13F filers
38
New
7
Added
12
Reduced
10
Sold out
5
Shares held by filers
908,551

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
COMMONWEALTH EQUITY SERVICES, LLC139,369$5.35M0.01%+79,51613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.123,449$4.68M0.01%-13,20413F-HRTimelineGroup
Advisory Services Network, LLC57,478$2.21M0.03%-1,10513F-HRTimeline
LexAurum Advisors, LLC56,663$2.17M0.31%new13F-HRTimeline
CROSSPOINT FINANCIAL, LLC54,200$2.08M5.11%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC52,987$2.03M0.01%+2,51413F-HRTimelineGroup
Cetera Investment Advisers39,599$1.52M<0.01%+2,12013F-HRTimeline
Diligent Investors, LLC38,537$1.48M0.37%+90013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC32,085$1.23M<0.01%+51213F-HRTimelineGroup
Griffith & Werner, Inc.29,850$1.15M0.6%13F-HRTimeline
Mariner, LLCin group Mariner, LLC27,739$1.06M<0.01%+72413F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC26,211$1.01M0.03%013F-HRTimeline
LPL Financial LLC24,786$951K<0.01%+1,89113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,039$884K<0.01%-44113F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,606$791K0.02%+14,07013F-HRTimelineGroup
Steward Partners Investment Advisory, L…18,950$727K<0.01%-40013F-HRTimeline
Sequent Planning LLC15,166$582K0.17%+9,42513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,872$571K0.04%-1,76113F-HRTimeline
Bouchey Financial Group, Ltd.10,388$399K0.03%new13F-HRTimeline
PFS Partners, LLC9,766$375K0.18%+4,03413F-HRTimeline
Keel Point, LLC9,636$370K0.02%new13F-HRTimeline
Bullseye Investment Management, LLC10,413$368K0.22%013F-HRTimeline
Chicago Partners Investment Group LLC8,957$347K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC7,165$275K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,165$275K0.02%013F-HRTimeline
Pitti Group Wealth Management, LLC6,847$263K0.22%+16713F-HRTimeline
Arlington Capital Management, Inc.6,661$256K0.16%new13F-HRTimeline
CWM, LLCin group CWM, LLC6,448$247K<0.01%-98913F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.5,927$227K0.07%013F-HRTimeline
IFP Advisors, Inc5,858$225K0.01%013F-HR/ATimeline
BARCLAYS PLCin group BARCLAYS PLC5,180$199K<0.01%-20513F-HR/ATimelineGroup
Allworth Financial LP4,404$169K<0.01%-6,73013F-HRTimeline
Geneos Wealth Management Inc.3,300$127K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,679$103K<0.01%-1,60213F-HR/ATimelineGroup
DHJJ Financial Advisors, Ltd.1,519$58.3K0.02%+86813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA430$16K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG130$4.99K<0.01%-7,42613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY92$3.53K<0.01%new13F-HR/ATimelineGroup