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 | 4.6M | $113M | 18% | Mar 2026 |
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| Taylor Securities Services | 2.4M | $63M | 9% | Jun 2026 |
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| Blueprint Investment Partners | 1.7M | $44M | 7% | Jun 2026 |
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| Swan Wealth Advisors | 1.6M | $42M | -1% | Jun 2026 |
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| LPL Financial | 1.5M | $41M | 8% | Jun 2026 |
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| Goss Wealth Management | 1.4M | $37M | -1% | Jun 2026 |
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| Blueprint Financial Advisors | 857k | $23M | 12% | Jun 2026 |
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| Envestnet Asset Management | 845k | $23M | -1% | Jun 2026 |
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| Legacy CG | 751k | $20M | 9% | Jun 2026 |
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| Beacon Pointe Advisors | 651k | $17M | 10% | Jun 2026 |
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| Laurel Oak Wealth Management | 631k | $17M | 29% | Jun 2026 |
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| O'shaughnessy Asset Management | 624k | $17M | -14% | Jun 2026 |
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| Financial Designs Corp | 608k | $16M | 11% | Jun 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 534k | $14M | -7% | Jun 2026 |
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| Raymond James Financial | 488k | $13M | 7% | Jun 2026 |
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| MY Wealth Management | 430k | $12M | 100% | Jun 2026 |
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| Ausdal Financial Partners | 377k | $10M | 2% | Jun 2026 |
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| Atria Investments | 331k | $8.8M | 3% | Jun 2026 |
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| Spartan Planning & Wealth Management | 309k | $8.2M | 5% | Jun 2026 |
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| Retirement Guys Formula | 295k | $7.9M | 2% | Jun 2026 |
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| Cambridge Investment Research Advisors | 291k | $7.8M | 4% | Jun 2026 |
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| Inspire Advisors | 282k | $7.5M | 22% | Jun 2026 |
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| Ethos Financial Group | 268k | $7.0M | 100% | Jun 2026 |
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| J.w. Cole Advisors | 213k | $5.7M | 24% | Jun 2026 |
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| Marshall & Sterling Wealth Advisors | 190k | $5.1M | 25% | Jun 2026 |
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| Stifel Financial | 152k | $4.1M | 13% | Jun 2026 |
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| AQR Capital Management | 135k | $3.6M | 100% | Jun 2026 |
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| Mosaic Family Wealth Partners | 126k | $3.4M | 1286% | Jun 2026 |
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| LaSalle St. Investment Advisors | 108k | $2.9M | 0% | Jun 2026 |
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| World Equity Group | 103k | $2.7M | 200% | Jun 2026 |
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| Commonwealth Equity Services | 86k | $2.3M | -3% | Jun 2026 |
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| Sentinel Pension Advisors | 77k | $2.0M | 12% | Jun 2026 |
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| Barnes Wealth Management Group | 58k | $1.5M | 9% | Jun 2026 |
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| Camarda Wealth Advisory | 54k | $1.4M | 5% | Jun 2026 |
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| Kingsview Wealth Management | 45k | $1.1M | -1% | Mar 2026 |
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| Integrated Wealth Concepts | 44k | $1.2M | 110% | Jun 2026 |
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| Private Advisor | 43k | $1.1M | 8% | Jun 2026 |
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| Baird Financial | 42k | $1.1M | -45% | Jun 2026 |
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| Integrity Alliance | 41k | $1.1M | 0% | Jun 2026 |
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| Chilton Capital Management | 38k | $1.0M | -6% | Jun 2026 |
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| Regal Investment Advisors | 35k | $938k | 15% | Jun 2026 |
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| Riverchase Wealth Management | 34k | $913k | 4% | Jun 2026 |
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| Old Mission Capital | 32k | $848k | 100% | Jun 2026 |
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| Vise Technologies | 29k | $780k | 197% | Jun 2026 |
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| Cetera Investment Advisers | 29k | $777k | 12% | Jun 2026 |
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| Momentum Wealth Planning | 29k | $776k | 0% | Jun 2026 |
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| Advisor Group Holdings | 28k | $755k | 103% | Jun 2026 |
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| Signature Estate and Investment Advisors | 26k | $704k | -1% | Jun 2026 |
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| Mml Investors Services | 26k | $694k | -26% | Jun 2026 |
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| Change Path | 23k | $623k | -19% | Jun 2026 |
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| Mutual Advisors | 22k | $581k | -2% | Jun 2026 |
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| Granite Islands Private Wealth | 18k | $479k | 0% | Jun 2026 |
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| WCG Wealth Advisors | 17k | $452k | -6% | Jun 2026 |
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| HighTower Advisors | 16k | $429k | 13% | Jun 2026 |
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| Kestra Advisory Services | 15k | $409k | 2% | Jun 2026 |
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| Branch Banking & Trust Company | 14k | $382k | -2% | Jun 2026 |
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| Prosperity Financial Group | 14k | $359k | -8% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 13k | $353k | 100% | Jun 2026 |
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| Jane Street | 12k | $315k | 100% | Jun 2026 |
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| VestGen Advisors | 12k | $313k | 0% | Jun 2026 |
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| Empire Financial Management Company | 11k | $297k | 0% | Jun 2026 |
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| Syntegra Private Wealth Group | 10k | $277k | 0% | Jun 2026 |
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| Global View Capital Management | 10k | $271k | 14% | Jun 2026 |
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| EverSource Wealth Advisors | 10k | $271k | -45% | Jun 2026 |
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| Synergy Financial Management | 9.5k | $253k | 100% | Jun 2026 |
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| Advisor Resource Council | 8.8k | $235k | 0% | Jun 2026 |
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| Global Retirement Partners | 7.9k | $211k | -8% | Jun 2026 |
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| UBS Group | 7.6k | $202k | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 5.6k | $150k | 100% | Jun 2026 |
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| Harbour Investments | 5.5k | $147k | 0% | Jun 2026 |
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| Colonial Trust Co / SC | 5.3k | $141k | 10% | Jun 2026 |
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| Caitlin John | 5.2k | $138k | 0% | Jun 2026 |
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| Creative Financial Designs | 5.1k | $135k | 0% | Jun 2026 |
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| Parallel Advisors | 4.5k | $119k | 0% | Jun 2026 |
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| Jones Financial Companies, L.L | 2.8k | $73k | 100% | Jun 2026 |
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| Assetmark | 1.9k | $50k | 0% | Jun 2026 |
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| Spire Wealth Management | 1.8k | $47k | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 1.6k | $42k | 0% | Jun 2026 |
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| Private Trust Co Na | 1.6k | $41k | 0% | Jun 2026 |
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| McIlrath & Eck | 1.0k | $25k | 0% | Mar 2026 |
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| Cullen Frost Bankers | 1.0k | $27k | 0% | Jun 2026 |
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| Park Square Financial Group | 712.00 | $19k | -11% | Jun 2026 |
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| Tradewinds Capital Management | 318.00 | $8.5k | 0% | Jun 2026 |
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| DHJJ Financial Advisors | 10.00 | $267.000000 | 0% | Jun 2026 |
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Who sold out of Listed Fd Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Vista Investment Partners Ii | Mar 2026 | 78k | $1.9M |
| Independent Advisor Alliance | Mar 2026 | 55k | $1.4M |
| Bank of America Corporation | Mar 2026 | 20k | $483k |
| Journey Strategic Wealth | Dec 2025 | 8.8k | $223k |
| Equitable Holdings | Mar 2026 | 8.3k | $208k |