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Disclosery

XJUL FIRST TR EXCHNG TRADED FD VI

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CMN (fund)

54 managers (55 13F filers) reported a position in XJUL shares at 2026-03-31, 1,146,312 shares in all. 12 filers opened a position and 1 filer sold out during the quarter.

Managers
54
13F filers
55
New
12
Added
8
Reduced
20
Sold out
1
Shares held by filers
1,146,312

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding212,382$8.26M+177,458Timeline
Cetera Investment Advisers132,330$5.15M0.01%+92,93413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.121,495$4.72M0.01%-2,49113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC57,883$2.25M0.01%+7,46413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC57,038$2.22M<0.01%-78,67113F-HRTimeline
CROSSPOINT FINANCIAL, LLC51,200$1.99M5%-2,80013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC36,228$1.41M0.03%+15,62213F-HRTimelineGroup
Diligent Investors, LLC35,737$1.39M0.34%-60013F-HRTimeline
World Investment Advisors34,295$1.33M0.02%new13F-HRTimeline
Griffith & Werner, Inc.29,600$1.15M0.57%-25013F-HRTimeline
Mariner, LLCin group Mariner, LLC27,711$1.08M<0.01%-1,84813F-HRTimelineGroup
OLD MISSION CAPITAL LLC26,438$1.03M0.02%+5,06013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED21,959$854K0.06%+5,85713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,652$842K<0.01%-1,75513F-HRTimelineGroup
Signal Advisors Wealth, LLC20,119$782K0.05%new13F-HRTimeline
Steward Partners Investment Advisory, L…18,650$725K<0.01%013F-HRTimeline
VestGen Investment Management16,470$641K0.35%new13F-HRTimeline
VestGen Advisors, LLC15,358$619K0.02%new13F-HRTimeline
LPL Financial LLC15,273$594K<0.01%-3,93113F-HRTimeline
Sequent Planning LLC13,726$534K0.13%-41513F-HRTimeline
Atria Investments, Inc10,520$409K<0.01%new13F-HRTimeline
Bouchey Financial Group, Ltd.10,287$408K0.03%013F-HRTimeline
MML INVESTORS SERVICES, LLC9,970$388K<0.01%new13F-HRTimeline
Keel Point, LLC9,636$375K0.03%013F-HRTimeline
PFS Partners, LLC9,549$371K0.17%-15713F-HRTimeline
Aurora Private Wealth, Inc.8,457$331K0.24%-8,45713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,508$331K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,291$322K<0.01%-1,12613F-HRTimelineGroup
MIRAMONTES CAPITAL, LLC7,799$303K0.11%013F-HRTimeline
Patriot Financial Group Insurance Agenc…7,676$299K0.02%new13F-HRTimeline
Chicago Partners Investment Group LLC7,450$298K0.01%-1,50713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,758$298K<0.01%+5,87913F-HR/ATimelineGroup
Arlington Capital Management, Inc.6,902$268K0.15%+45913F-HRTimeline
Pitti Group Wealth Management, LLC6,825$265K0.22%-313F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.5,927$231K0.07%013F-HRTimeline
Aptus Capital Advisors, LLC5,865$228K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC5,865$228K0.01%013F-HRTimeline
IFP Advisors, Inc5,858$228K<0.01%013F-HRTimeline
Foguth Wealth Management, LLC.5,598$227K0.03%013F-HRTimeline
Bullseye Investment Management, LLC5,659$220K0.12%-15113F-HRTimeline
CWM, LLCin group CWM, LLC5,635$219K<0.01%-70213F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC5,053$197K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC4,268$166K<0.01%-53,21413F-HRTimeline
Geneos Wealth Management Inc.3,300$128K<0.01%013F-HRTimeline
Triumph Capital Management1,600$62.2K0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.1,519$59.1K0.02%013F-HRTimeline
Allworth Financial LP1,133$44.1K<0.01%-1,27013F-HRTimeline
Capital Investment Advisory Services, L…899$35K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC738$28.7K<0.01%-25,47313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.664$25.8K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC611$23.5K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG556$21.6K<0.01%-1,66913F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC300$11.7K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY92$3.58K<0.01%013F-HRTimelineGroup