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XPND FIRST TR EXCHNG TRADED FD VI

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CMN (fund)

26 managers (26 13F filers) reported a position in XPND shares at 2026-03-31, 1,063,465 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
26
13F filers
26
New
5
Added
10
Reduced
8
Sold out
6
Shares held by filers
1,063,465

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
Ferguson Shapiro LLC530,624$17.4M5.31%+56,96213F-HRTimeline
Integrated Wealth Concepts LLC184,177$6.05M0.05%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.84,456$2.77M<0.01%-5,54013F-HRTimelineGroup
HighTower Advisors, LLC36,492$1.2M<0.01%+63113F-HRTimeline
Cambridge Investment Research Advisors,…36,052$1.18M<0.01%+93313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV29,722$976K0.05%-1,43413F-HRTimeline
Harvest Investment Services, LLC20,721$680K0.12%+48713F-HRTimeline
Bullseye Investment Management, LLC18,115$595K0.32%-19,16713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,476$508K<0.01%-83213F-HRTimelineGroup
Clear Creek Financial Management, LLC15,225$500K0.04%+1,10013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,144$431K<0.01%+68213F-HRTimelineGroup
LPL Financial LLC10,912$358K<0.01%new13F-HRTimeline
&PARTNERS10,841$356K<0.01%+68213F-HRTimeline
Sanctuary Advisors, LLC10,579$347K<0.01%+86913F-HRTimeline
Foundations Investment Advisors, LLC9,972$327K<0.01%-45013F-HRTimeline
Arkadios Wealth Advisors9,818$322K0.01%+9713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding8,063$265K-4,568Timeline
Geneos Wealth Management Inc.5,064$166K<0.01%+18013F-HRTimeline
HAZLETT, BURT & WATSON, INC.4,200$138K0.04%-40013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,866$94.9K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,900$62.4K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,832$60.2K<0.01%-113F-HRTimeline
Advisory Services Network, LLC1,166$38.3K<0.01%new13F-HRTimeline
IFP Advisors, Inc1,058$34.7K<0.01%013F-HRTimeline
AE Wealth Management LLC730$24K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC260$8.54K<0.01%new13F-HRTimeline