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
Download as csv
Download as Excel
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 | 3.9M | $98M | 54% | Dec 2025 |
|
| Swan Wealth Advisors | 2.8M | $71M | 12% | Dec 2025 |
|
| Goss Wealth Management | 1.6M | $40M | 18% | Dec 2025 |
|
| Blueprint Investment Partners | 1.6M | $39M | 3% | Dec 2025 |
|
| LPL Financial | 1.3M | $32M | 16% | Dec 2025 |
|
| Blueprint Financial Advisors | 734k | $19M | 7% | Dec 2025 |
|
| Legacy CG | 672k | $17M | 100% | Dec 2025 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 565k | $14M | 23% | Dec 2025 |
|
| Financial Designs Corp | 546k | $14M | 3% | Dec 2025 |
|
| Franklin Resources | 514k | $13M | 100% | Dec 2025 |
|
| Beacon Pointe Advisors | 493k | $12M | 10% | Dec 2025 |
|
| Vantage Financial Partners | 478k | $12M | 3% | Dec 2025 |
|
| Raymond James Financial | 405k | $10M | 2% | Dec 2025 |
|
| MY Wealth Management | 385k | $9.7M | 198% | Dec 2025 |
|
| Spartan Planning & Wealth Management | 351k | $8.9M | 3% | Dec 2025 |
|
| Ausdal Financial Partners | 348k | $8.8M | 4% | Dec 2025 |
|
| Atria Investments | 303k | $7.6M | 2% | Dec 2025 |
|
| Retirement Guys Formula | 299k | $7.5M | -3% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 241k | $6.1M | 10% | Dec 2025 |
|
| Envestnet Asset Management | 141k | $3.5M | -90% | Dec 2025 |
|
| Stifel Financial | 118k | $3.0M | 14% | Dec 2025 |
|
| LaSalle St. Investment Advisors | 106k | $2.7M | 23% | Dec 2025 |
|
| CLS Investments | 84k | $2.1M | 0% | Dec 2025 |
|
| Commonwealth Equity Services | 76k | $1.9M | 11% | Dec 2025 |
|
| Baird Financial | 76k | $1.9M | 2% | Dec 2025 |
|
| Camarda Wealth Advisory | 53k | $1.3M | -8% | Dec 2025 |
|
| Private Trust Co Na | 49k | $1.2M | 100% | Dec 2025 |
|
| Sentinel Pension Advisors | 49k | $1.2M | 100% | Dec 2025 |
|
| Barnes Wealth Management Group | 46k | $1.2M | 23% | Dec 2025 |
|
| Kingsview Wealth Management | 45k | $1.1M | -5% | Dec 2025 |
|
| Private Advisor | 43k | $1.1M | 45% | Dec 2025 |
|
| Chilton Capital Management | 39k | $981k | 7% | Dec 2025 |
|
| Mml Investors Services | 37k | $927k | 0% | Dec 2025 |
|
| Integrity Alliance | 36k | $904k | 100% | Dec 2025 |
|
| Riverchase Wealth Management | 33k | $827k | -2% | Dec 2025 |
|
| Csenge Advisory Group | 31k | $790k | 0% | Dec 2025 |
|
| Change Path | 29k | $734k | -4% | Dec 2025 |
|
| J.w. Cole Advisors | 29k | $729k | 100% | Dec 2025 |
|
| Signature Estate and Investment Advisors | 28k | $705k | -6% | Dec 2025 |
|
| World Equity Group | 22k | $556k | 79% | Dec 2025 |
|
| Wells Fargo & Company | 19k | $472k | 3% | Dec 2025 |
|
| WCG Wealth Advisors | 18k | $444k | 100% | Dec 2025 |
|
| Gts Securities | 16k | $390k | 100% | Dec 2025 |
|
| Kestra Advisory Services | 15k | $383k | 0% | Dec 2025 |
|
| VestGen Advisors | 15k | $382k | 100% | Dec 2025 |
|
| Integrated Wealth Concepts | 15k | $365k | 2% | Dec 2025 |
|
| Advisor Resource Council | 15k | $365k | 1% | Dec 2025 |
|
| Prosperity Financial Group | 14k | $363k | -3% | Dec 2025 |
|
| EverSource Wealth Advisors | 14k | $361k | 96% | Dec 2025 |
|
| HighTower Advisors | 14k | $359k | 100% | Dec 2025 |
|
| Branch Banking & Trust Company | 14k | $352k | 16% | Dec 2025 |
|
| Advisor Group Holdings | 13k | $331k | 62% | Dec 2025 |
|
| Citadel Advisors | 13k | $326k | 100% | Sep 2025 |
|
| Hilltop Holdings | 12k | $301k | 27% | Dec 2025 |
|
| Syntegra Private Wealth Group | 10k | $262k | -6% | Dec 2025 |
|
| Empire Financial Management Company | 9.9k | $250k | 0% | Dec 2025 |
|
| Wealth Enhancement Advisory Services | 9.9k | $251k | -15% | Dec 2025 |
|
| Vise Technologies | 9.9k | $248k | -15% | Dec 2025 |
|
| Equitable Holdings | 9.4k | $238k | -14% | Dec 2025 |
|
| Mosaic Family Wealth Partners | 9.1k | $230k | 100% | Dec 2025 |
|
| IHT Wealth Management | 9.0k | $226k | 2% | Dec 2025 |
|
| Journey Strategic Wealth | 8.8k | $223k | -1% | Dec 2025 |
|
| Global Retirement Partners | 8.6k | $217k | 0% | Dec 2025 |
|
| Caitlin John | 7.3k | $185k | 104% | Dec 2025 |
|
| Colonial Trust Co / SC | 5.8k | $147k | -28% | Dec 2025 |
|
| Park Square Financial Group | 5.8k | $131k | -3% | Dec 2025 |
|
| Creative Financial Designs | 5.1k | $129k | -2% | Dec 2025 |
|
| Parallel Advisors | 4.5k | $113k | 0% | Dec 2025 |
|
| Harbour Investments | 3.6k | $91k | 27% | Dec 2025 |
|
| Assetmark | 1.9k | $48k | 0% | Dec 2025 |
|
| Jpmorgan Chase & Co | 1.8k | $45k | 100% | Sep 2025 |
|
| Spire Wealth Management | 1.8k | $45k | 0% | Dec 2025 |
|
| Steward Partners Investment Advisory | 1.6k | $40k | 0% | Dec 2025 |
|
| UBS Group | 1.2k | $31k | 100% | Dec 2025 |
|
| McIlrath & Eck | 1.0k | $26k | 0% | Dec 2025 |
|
| Cullen Frost Bankers | 1.0k | $25k | 26% | Dec 2025 |
|
| DHJJ Financial Advisors | 10.00 | $253.000000 | 0% | Dec 2025 |
|
Who sold out of Listed Fd Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Lion Street Advisors | Jun 2025 | 13k | $295k |
| Icon Wealth Advisors | Sep 2025 | 5.0k | $125k |
| CoreCap Advisors | Sep 2025 | 857.00 | $21k |