Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / VEST US EQUITY B
-
Number of holders
-
26
-
Total 13F shares, excl. options
-
1,175,018
-
Shares change
-
+190,748
-
Total reported value, excl. options
-
$36,694,548
-
Value change
-
+$5,957,015
-
Number of buys
-
14
-
Number of sells
-
-8
-
Price
-
$31.23
Significant Holders of FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY B (XIMR) as of Q3 2025
27 filings reported holding XIMR - FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY B as of Q3 2025.
FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY B (XIMR) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,175,018 shares
.
Largest 10 shareholders include Cetera Investment Advisers (779,458 shares), STEPHENS INC /AR/ (79,156 shares), Foundations Investment Advisors, LLC (36,826 shares), Triad Wealth Partners, LLC (34,169 shares), Kestra Advisory Services, LLC (25,773 shares), Advisory Resource Group (25,091 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (23,995 shares), Castleview Partners, LLC (23,579 shares), Focus Financial Network, Inc. (19,957 shares), and Rockefeller Capital Management L.P. (16,015 shares).
This table shows the top 26 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.