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 | 3.9M | $98M | 54% | Dec 2025 |
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| Taylor Securities Services | 2.0M | $50M | 100% | Dec 2025 |
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| Swan Wealth Advisors | 1.6M | $39M | -43% | Mar 2026 |
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| Blueprint Investment Partners | 1.6M | $39M | 3% | Dec 2025 |
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| LPL Financial | 1.4M | $35M | 11% | Mar 2026 |
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| Goss Wealth Management | 1.4M | $35M | -11% | Mar 2026 |
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| Envestnet Asset Management | 857k | $21M | 509% | Mar 2026 |
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| Blueprint Financial Advisors | 765k | $19M | 4% | Mar 2026 |
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| O'shaughnessy Asset Management | 726k | $18M | 100% | Mar 2026 |
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| Legacy CG | 687k | $17M | 2% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 576k | $14M | 2% | Mar 2026 |
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| Financial Designs Corp | 546k | $14M | 0% | Mar 2026 |
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| Beacon Pointe Advisors | 493k | $12M | 10% | Dec 2025 |
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| Laurel Oak Wealth Management | 489k | $12M | 100% | Mar 2026 |
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| Vantage Financial Partners | 478k | $12M | 3% | Dec 2025 |
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| Raymond James Financial | 405k | $10M | 2% | Dec 2025 |
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| Ausdal Financial Partners | 370k | $9.1M | 6% | Mar 2026 |
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| Atria Investments | 321k | $7.9M | 6% | Mar 2026 |
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| Spartan Planning & Wealth Management | 295k | $7.3M | -16% | Mar 2026 |
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| Retirement Guys Formula | 289k | $7.1M | -3% | Mar 2026 |
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| Cambridge Investment Research Advisors | 281k | $6.9M | 17% | Mar 2026 |
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| Inspire Advisors | 232k | $5.7M | 100% | Mar 2026 |
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| J.w. Cole Advisors | 172k | $4.3M | 496% | Mar 2026 |
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| Marshall & Sterling Wealth Advisors | 152k | $3.7M | 100% | Mar 2026 |
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| Stifel Financial | 135k | $3.3M | 14% | Mar 2026 |
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| LaSalle St. Investment Advisors | 107k | $2.6M | 1% | Mar 2026 |
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| Commonwealth Equity Services | 88k | $2.2M | 16% | Mar 2026 |
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| Vista Investment Partners Ii | 78k | $1.9M | 100% | Mar 2026 |
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| Baird Financial | 76k | $1.9M | 2% | Dec 2025 |
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| Sentinel Pension Advisors | 69k | $1.7M | 41% | Mar 2026 |
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| Independent Advisor Alliance | 55k | $1.4M | 100% | Mar 2026 |
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| Barnes Wealth Management Group | 53k | $1.3M | 16% | Mar 2026 |
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| Camarda Wealth Advisory | 53k | $1.3M | -8% | Dec 2025 |
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| Kingsview Wealth Management | 45k | $1.1M | -1% | Mar 2026 |
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| Chilton Capital Management | 41k | $1.0M | 5% | Mar 2026 |
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| Integrity Alliance | 41k | $1.0M | 13% | Mar 2026 |
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| Private Advisor | 39k | $974k | -8% | Mar 2026 |
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| Mml Investors Services | 35k | $872k | -4% | Mar 2026 |
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| World Equity Group | 34k | $847k | 55% | Mar 2026 |
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| Riverchase Wealth Management | 33k | $810k | 0% | Mar 2026 |
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| Momentum Wealth Planning | 29k | $721k | 100% | Mar 2026 |
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| Change Path | 29k | $711k | -1% | Mar 2026 |
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| Signature Estate and Investment Advisors | 27k | $656k | -5% | Mar 2026 |
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| Cetera Investment Advisers | 26k | $644k | 100% | Mar 2026 |
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| Mutual Advisors | 22k | $551k | 100% | Mar 2026 |
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| Integrated Wealth Concepts | 21k | $519k | 45% | Mar 2026 |
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| Bank of America Corporation | 20k | $483k | 100% | Mar 2026 |
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| EverSource Wealth Advisors | 18k | $456k | 29% | Mar 2026 |
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| WCG Wealth Advisors | 18k | $445k | 2% | Mar 2026 |
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| Granite Islands Private Wealth | 18k | $444k | 100% | Mar 2026 |
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| Gts Securities | 16k | $390k | 100% | Dec 2025 |
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| Kestra Advisory Services | 15k | $373k | -1% | Mar 2026 |
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| Branch Banking & Trust Company | 15k | $361k | 5% | Mar 2026 |
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| Prosperity Financial Group | 15k | $360k | 1% | Mar 2026 |
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| HighTower Advisors | 14k | $352k | 0% | Mar 2026 |
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| Advisor Group Holdings | 13k | $331k | 62% | Dec 2025 |
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| Hilltop Holdings | 12k | $301k | 27% | Dec 2025 |
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| VestGen Advisors | 12k | $311k | -23% | Mar 2026 |
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| Empire Financial Management Company | 11k | $275k | 12% | Mar 2026 |
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| Syntegra Private Wealth Group | 10k | $257k | 0% | Mar 2026 |
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| Vise Technologies | 9.9k | $248k | 0% | Mar 2026 |
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| Mosaic Family Wealth Partners | 9.1k | $225k | 0% | Mar 2026 |
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| IHT Wealth Management | 9.0k | $226k | 2% | Dec 2025 |
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| Global View Capital Management | 8.9k | $221k | 100% | Mar 2026 |
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| Advisor Resource Council | 8.8k | $218k | -39% | Mar 2026 |
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| Global Retirement Partners | 8.6k | $217k | 0% | Dec 2025 |
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| Equitable Holdings | 8.3k | $208k | -13% | Mar 2026 |
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| Harbour Investments | 5.5k | $136k | 53% | Mar 2026 |
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| Caitlin John | 5.2k | $128k | -30% | Mar 2026 |
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| Creative Financial Designs | 5.1k | $125k | -1% | Mar 2026 |
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| Colonial Trust Co / SC | 4.8k | $119k | -18% | Mar 2026 |
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| Parallel Advisors | 4.5k | $111k | 0% | Mar 2026 |
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| Assetmark | 1.9k | $46k | -1% | Mar 2026 |
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| Spire Wealth Management | 1.8k | $44k | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 1.6k | $39k | 0% | Mar 2026 |
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| Private Trust Co Na | 1.6k | $38k | -97% | Mar 2026 |
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| McIlrath & Eck | 1.0k | $25k | 0% | Mar 2026 |
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| Cullen Frost Bankers | 1.0k | $25k | 0% | Mar 2026 |
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| Park Square Financial Group | 799.00 | $20k | -86% | Mar 2026 |
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| Tradewinds Capital Management | 318.00 | $7.9k | 100% | Mar 2026 |
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| DHJJ Financial Advisors | 10.00 | $247.000000 | 0% | Mar 2026 |
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Who sold out of Listed Fd Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Franklin Resources | Dec 2025 | 514k | $13M |
| MY Wealth Management | Dec 2025 | 385k | $9.7M |
| CLS Investments | Dec 2025 | 84k | $2.1M |
| Csenge Advisory Group | Dec 2025 | 31k | $790k |
| Wells Fargo & Company | Dec 2025 | 19k | $472k |
| Wealth Enhancement Advisory Services | Dec 2025 | 9.9k | $251k |
| Journey Strategic Wealth | Dec 2025 | 8.8k | $223k |
| Jpmorgan Chase & Co | Sep 2025 | 1.8k | $45k |
| UBS Group | Dec 2025 | 1.2k | $31k |