Who owns LISTED FD TR?
- Ticker: HEGD
- CUSIP Number: 53656f599
Tip: Access positions for across all investors
Analyze quarterly positions in Listed Fd Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Listed Fd Tr stock
Who bought or sold LISTED FD TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| CWM | 2.5M | $63M | 42% | Sep 2025 |
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| Swan Wealth Advisors | 2.5M | $63M | -9% | Sep 2025 |
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| Blueprint Investment Partners | 1.5M | $38M | 19% | Sep 2025 |
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| Envestnet Asset Management | 1.4M | $36M | 7% | Sep 2025 |
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| Goss Wealth Management | 1.3M | $33M | 14% | Sep 2025 |
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| LPL Financial | 1.1M | $28M | 16% | Sep 2025 |
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| Blueprint Financial Advisors | 689k | $17M | 52% | Sep 2025 |
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| Financial Designs Corp | 528k | $13M | 1% | Sep 2025 |
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| Vantage Financial Partners | 462k | $12M | 6% | Sep 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 459k | $11M | 1% | Sep 2025 |
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| Beacon Pointe Advisors | 450k | $11M | -21% | Sep 2025 |
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| Raymond James Financial | 396k | $9.9M | 125% | Sep 2025 |
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| Spartan Planning & Wealth Management | 341k | $8.5M | 5% | Sep 2025 |
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| Ausdal Financial Partners | 334k | $8.3M | 688% | Sep 2025 |
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| Retirement Guys Formula | 308k | $7.7M | 0% | Sep 2025 |
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| Atria Investments | 298k | $7.4M | 6% | Sep 2025 |
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| Cambridge Investment Research Advisors | 218k | $5.4M | 31% | Sep 2025 |
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| MY Wealth Management | 129k | $3.2M | 100% | Sep 2025 |
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| Stifel Financial | 103k | $2.6M | 18% | Sep 2025 |
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| LaSalle St. Investment Advisors | 86k | $2.1M | 5% | Sep 2025 |
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| CLS Investments | 84k | $2.1M | 17% | Sep 2025 |
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| Baird Financial | 74k | $1.9M | 2% | Sep 2025 |
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| Commonwealth Equity Services | 68k | $1.7M | 1% | Sep 2025 |
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| Camarda Wealth Advisory | 57k | $1.4M | -5% | Sep 2025 |
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| Kingsview Wealth Management | 48k | $1.2M | -11% | Sep 2025 |
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| Atria Wealth Solutions | 40k | $936k | -60% | Jun 2025 |
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| Barnes Wealth Management Group | 38k | $938k | -1% | Sep 2025 |
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| Mml Investors Services | 37k | $916k | 4% | Sep 2025 |
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| Chilton Capital Management | 37k | $911k | 7% | Sep 2025 |
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| Riverchase Wealth Management | 33k | $833k | 0% | Sep 2025 |
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| Csenge Advisory Group | 31k | $784k | -1% | Sep 2025 |
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| Change Path | 30k | $759k | 36% | Sep 2025 |
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| Signature Estate and Investment Advisors | 30k | $742k | -3% | Sep 2025 |
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| Private Advisor | 30k | $737k | 19% | Sep 2025 |
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| Wells Fargo & Company | 18k | $453k | 100% | Sep 2025 |
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| Kestra Advisory Services | 15k | $377k | 2% | Sep 2025 |
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| Prosperity Financial Group | 15k | $371k | -4% | Sep 2025 |
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| Advisor Resource Council | 14k | $357k | 100% | Sep 2025 |
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| Integrated Wealth Concepts | 14k | $355k | 7% | Sep 2025 |
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| Citadel Advisors | 13k | $326k | 100% | Sep 2025 |
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| World Equity Group | 12k | $308k | 100% | Sep 2025 |
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| Branch Banking & Trust Company | 12k | $301k | -23% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 12k | $289k | 0% | Sep 2025 |
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| Vise Technologies | 12k | $288k | 0% | Sep 2025 |
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| Equitable Holdings | 11k | $275k | 100% | Sep 2025 |
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| Syntegra Private Wealth Group | 11k | $274k | 0% | Sep 2025 |
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| Empire Financial Management Company | 9.9k | $248k | 100% | Sep 2025 |
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| Hilltop Holdings | 9.4k | $235k | 0% | Sep 2025 |
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| Journey Strategic Wealth | 8.9k | $221k | 100% | Sep 2025 |
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| IHT Wealth Management | 8.8k | $218k | 1% | Sep 2025 |
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| Global Retirement Partners | 8.6k | $214k | 2% | Sep 2025 |
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| Colonial Trust Co / SC | 8.2k | $203k | 0% | Sep 2025 |
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| Advisor Group Holdings | 8.1k | $202k | 84% | Sep 2025 |
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| EverSource Wealth Advisors | 7.3k | $182k | -7% | Sep 2025 |
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| Park Square Financial Group | 6.0k | $149k | 1% | Sep 2025 |
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| Creative Financial Designs | 5.2k | $130k | -2% | Sep 2025 |
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| Icon Wealth Advisors | 5.0k | $125k | 100% | Sep 2025 |
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| Parallel Advisors | 4.5k | $111k | 0% | Sep 2025 |
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| Caitlin John | 3.6k | $90k | 100% | Sep 2025 |
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| Harbour Investments | 2.8k | $71k | 427% | Sep 2025 |
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| Assetmark | 1.9k | $47k | 0% | Sep 2025 |
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| Jpmorgan Chase & Co | 1.8k | $45k | 100% | Sep 2025 |
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| Spire Wealth Management | 1.8k | $44k | 0% | Sep 2025 |
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| Steward Partners Investment Advisory | 1.6k | $40k | 0% | Sep 2025 |
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| McIlrath & Eck | 1.0k | $25k | 0% | Sep 2025 |
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| CoreCap Advisors | 857.00 | $21k | 0% | Sep 2025 |
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| Cullen Frost Bankers | 800.00 | $20k | 100% | Sep 2025 |
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| DHJJ Financial Advisors | 10.00 | $250.000000 | 0% | Sep 2025 |
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Who sold out of Listed Fd Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Eqis Capital Management | Jun 2025 | 20k | $462k |
| Envestnet Portfolio Solutions | Jun 2025 | 16k | $384k |
| Lion Street Advisors | Jun 2025 | 13k | $295k |
| AE Wealth Management | Jun 2025 | 73.00 | $1.7k |