XSEP institutional holders

FIRST TR EXCHNG TRADED FD VI · 13F, 2026Q2

Managers holding70
Shares held2,025,362
Reported value$89.9m
Quarter flows9 new, 11 added, 25 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
COMMONWEALTH EQUITY SERVICES, LLC296,856$13.2m0.0%
ENVESTNET ASSET MANAGEMENT INC295,404$13.1m0.0%
OSAIC HOLDINGS, INC.234,857$10.4m0.0%
Cetera Investment Advisers194,448$8.6m0.0%
Kestra Advisory Services, LLC171,033$7.6m0.0%
MML INVESTORS SERVICES, LLC149,246$6.6m0.0%
LPL Financial LLC54,913$2.4m0.0%
KRAEMATON INVESTMENT ADVISORS, INC41,417$1.8m1.4%
Mariner, LLC36,840$1.6m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP27,614$1.2m0.0%
Noble Wealth Management PBC24,928$1.1m0.5%
Signal Advisors Wealth, LLC23,989$1.1m0.1%
Mutual Advisors, LLC19,829$880,5070.0%
Diligent Investors, LLC19,497$865,7640.2%
CITADEL ADVISORS LLC18,049$801,4660.0%
Blackhawk Capital Partners, LLC17,470$775,7550.3%
VestGen Investment Management16,767$744,5390.4%
VestGen Advisors, LLC16,767$744,5390.0%
Millington Financial Advisors, LLC16,493$734,2680.3%
UPTICK PARTNERS, LLC16,387$727,6650.1%
Benson Wealth Management INC15,849$703,7750.7%
CreativeOne Wealth, LLC14,463$642,2300.0%
Atria Investments, Inc14,072$624,8670.0%
SILVER OAK SECURITIES, INCORPORATED13,368$593,6060.0%
First Heartland Consultants, Inc.13,077$580,6840.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("XSEP"). XSEP price history · All 13F data

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