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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 2025-12-31, 896,143 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.

Managers
44
13F filers
44
New
5
Added
6
Reduced
20
Sold out
1
Shares held by filers
896,143

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
COMMONWEALTH EQUITY SERVICES, LLC135,709$5.3M0.01%-3,66013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.123,986$4.85M0.01%+53713F-HRTimelineGroup
Advisory Services Network, LLC57,482$2.25M0.03%+413F-HRTimeline
CROSSPOINT FINANCIAL, LLC54,000$2.11M4.97%-20013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC50,419$1.97M0.01%-2,56813F-HRTimelineGroup
Cetera Investment Advisers39,396$1.54M<0.01%-20313F-HRTimeline
Diligent Investors, LLC36,337$1.42M0.35%-2,20013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,924$1.37M<0.01%+2,83913F-HRTimelineGroup
Griffith & Werner, Inc.29,850$1.17M0.59%013F-HRTimeline
Mariner, LLCin group Mariner, LLC29,559$1.16M<0.01%+1,82013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC26,211$1.02M0.03%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,407$915K<0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC21,378$836K0.03%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,606$805K0.02%013F-HRTimelineGroup
LPL Financial LLC19,204$751K<0.01%-5,58213F-HRTimeline
Steward Partners Investment Advisory, L…18,650$729K<0.01%-30013F-HRTimeline
Aurora Private Wealth, Inc.16,914$655K0.43%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED16,102$630K0.04%+1,23013F-HRTimeline
Sequent Planning LLC14,141$553K0.14%-1,02513F-HRTimeline
Bouchey Financial Group, Ltd.10,287$402K0.03%-10113F-HRTimeline
PFS Partners, LLC9,706$379K0.17%-6013F-HRTimeline
Keel Point, LLC9,636$377K0.02%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,417$368K<0.01%-13,62213F-HRTimelineGroup
Chicago Partners Investment Group LLC8,957$352K0.01%013F-HRTimeline
MIRAMONTES CAPITAL, LLC7,799$305K0.1%13F-HRTimeline
Pitti Group Wealth Management, LLC6,828$267K0.22%-1913F-HRTimeline
Arlington Capital Management, Inc.6,443$252K0.15%-21813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CWM, LLCin group CWM, LLC6,337$248K<0.01%-11113F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.5,927$232K0.07%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC5,865$229K0.01%-1,30013F-HRTimeline
Aptus Capital Advisors, LLC5,865$229K<0.01%-1,30013F-HRTimeline
IFP Advisors, Inc5,858$229K0.01%013F-HRTimeline
Bullseye Investment Management, LLC5,810$227K0.12%-4,60313F-HRTimeline
Foguth Wealth Management, LLC.5,598$219K0.03%13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,053$198K<0.01%-12713F-HRTimelineGroup
Geneos Wealth Management Inc.3,300$129K<0.01%013F-HRTimeline
Allworth Financial LP2,403$93.9K<0.01%-2,00113F-HRTimeline
UBS Group AGin group UBS Group AG2,225$87K<0.01%+2,09513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,879$73.4K<0.01%-80013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1,519$59.4K0.02%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.664$26K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC300$11.7K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/100$3.91K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY92$3.6K<0.01%013F-HR/ATimelineGroup