Who owns LISTED FD TR?

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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
Jpmorgan Chase & Co 4.2M $0 100% Sep 2025
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Oxford Financial 4.0M $177M 0% Dec 2025
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LPL Financial 1.1M $48M 0% Dec 2025
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Royal Bank of Canada 728k $33M 14% Sep 2025
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Wells Fargo & Company 681k $30M 10% Dec 2025
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One Charles Private Wealth Services 496k $22M -1% Dec 2025
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Bank of New York Mellon 395k $18M 13% Dec 2025
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Rockefeller Capital Management 385k $17M 9% Dec 2025
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UBS Group 374k $17M 5% Dec 2025
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Janney Montgomery Scott 304k $14M 4% Dec 2025
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Commonwealth Equity Services 283k $13M 2% Dec 2025
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Captrust Financial Advisors 264k $12M 1% Sep 2025
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MAI Wealth Advisors 252k $11M 193371% Dec 2025
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Lowe fs 251k $11M 2% Sep 2025
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Hilltop National Bank 249k $11M 19% Dec 2025
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First Foundation Advisors 224k $10M 244% Dec 2025
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Raymond James Financial 222k $9.9M 28% Sep 2025
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Aptus Capital Advisors 213k $9.5M 4% Dec 2025
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Diversified Management 207k $9.2M 100% Dec 2025
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Envestnet Asset Management 195k $8.7M 9% Dec 2025
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LLBH Private Wealth Management 188k $8.3M 3% Dec 2025
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Longview Financial Advisors 173k $7.7M 3% Dec 2025
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Independent Family Office 161k $7.2M 1% Dec 2025
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Kestra Investment Management 157k $7.0M 2% Dec 2025
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Philip James Wealth Mangement 148k $6.6M 3% Dec 2025
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HighTower Advisors 142k $6.3M 207% Dec 2025
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Atlas Wealth Partners 131k $5.8M 2% Dec 2025
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Colony 126k $5.6M 41% Dec 2025
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CI Private Wealth 124k $5.5M 61% Dec 2025
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Cullen Frost Bankers 123k $5.5M 0% Dec 2025
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Moors & Cabot 117k $5.2M -1% Dec 2025
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Baird Financial 116k $5.2M -3% Dec 2025
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IFP Advisors 113k $5.0M 2% Dec 2025
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NCM Capital Management 113k $5.1M 5% Sep 2025
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Guardian Wealth Advisors, Llc / Nc 106k $4.7M 6% Dec 2025
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SCS Capital Management 102k $4.5M -9% Dec 2025
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Waterloo Capital 100k $4.4M 2% Dec 2025
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Horizon Kinetics Asset Management 99k $4.4M -2% Dec 2025
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NewEdge Wealth 88k $3.9M 0% Dec 2025
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EagleClaw Capital Managment 87k $3.9M -1% Dec 2025
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Intrepid Family Office 85k $3.8M 0% Dec 2025
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Stifel Financial 81k $3.6M 22% Dec 2025
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Resources Investment Advisors 75k $3.3M 1% Dec 2025
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Advisor Group Holdings 64k $2.9M -3% Dec 2025
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Sanctuary Advisors 63k $2.8M 281% Dec 2025
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Proficio Capital Partners 59k $2.6M -55% Dec 2025
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Ausdal Financial Partners 59k $2.6M 2% Dec 2025
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Davenport & Co 56k $2.5M 2% Dec 2025
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Abacus Planning Group 55k $2.4M 8% Dec 2025
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Pecaut & Co. 52k $2.3M 8% Dec 2025
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Steward Partners Investment Advisory 52k $2.3M 4% Dec 2025
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Pekin, Singer Strauss Asset Management 50k $2.2M -11% Dec 2025
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Advisory Services Network 50k $2.2M -1% Dec 2025
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Kestra Private Wealth Services 46k $2.0M 63% Dec 2025
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Spire Wealth Management 45k $2.0M 1% Dec 2025
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Lionsbridge Wealth Management 43k $1.9M 0% Dec 2025
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HPM Partners 41k $1.8M -1% Dec 2025
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Sontag Advisory 40k $1.8M 1% Dec 2025
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Stratos Wealth Partners 37k $1.6M 2% Dec 2025
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Compass Ion Advisors 36k $1.6M -6% Dec 2025
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Citadel Advisors 33k $1.5M 100% Sep 2025
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Susquehanna International 32k $1.4M 66% Dec 2025
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Private Advisor 31k $1.4M -12% Dec 2025
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Atria Investments 28k $1.2M 32% Dec 2025
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Guidance Capital 26k $1.3M 9% Dec 2025
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Meridian Wealth Advisors 26k $1.2M 27% Dec 2025
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Wealth Enhancement Advisory Services 26k $1.2M 0% Dec 2025
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Trilogy Capital 23k $1.0M 0% Dec 2025
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Cresset Asset Management 22k $983k 0% Dec 2025
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Atomi Financial Group 22k $964k 0% Dec 2025
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Savvy Advisors 22k $958k 100% Dec 2025
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Essex Financial Services 21k $949k 226% Dec 2025
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Phillips Financial Management 21k $926k 0% Dec 2025
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Gts Securities 20k $874k 330% Dec 2025
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Baker Ellis Asset Management 19k $844k -12% Dec 2025
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Beacon Pointe Advisors 19k $828k 1% Dec 2025
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Straight Path Wealth Management 19k $825k 8% Dec 2025
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Pure Portfolios Holdings 18k $793k -3% Dec 2025
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Luther King Capital Management Corporation 17k $734k 0% Dec 2025
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JNBA Financial Advisors 16k $721k 0% Dec 2025
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IHT Wealth Management 16k $705k 6% Dec 2025
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Copia Wealth Management 16k $703k 1% Dec 2025
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Cornerstone Advisors Asset Management 15k $668k 0% Dec 2025
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Cambridge Investment Research Advisors 15k $643k 7% Dec 2025
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Mezzasalma Advisors 14k $642k 0% Dec 2025
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Bright Futures Wealth Management 14k $612k 0% Dec 2025
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Autumn Glory Partners 14k $606k 0% Dec 2025
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Cetera Investment Advisers 13k $576k 0% Dec 2025
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Perigon Wealth Management 12k $534k 0% Dec 2025
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D. E. Shaw & Co 12k $530k 0% Sep 2025
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Requisite Capital Management 11k $494k 100% Dec 2025
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Goss Wealth Management 11k $473k -4% Dec 2025
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Ingalls & Snyder 11k $465k 23% Dec 2025
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Mariner Wealth Advisors 10k $449k -2% Dec 2025
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Leavell Investment Management 9.9k $439k -78% Dec 2025
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Evanson Asset Management 9.6k $426k 0% Dec 2025
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Sigma Planning 9.5k $422k 0% Dec 2025
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Garrison Point Advisors 9.5k $421k -2% Dec 2025
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Oppenheimer & Co 9.2k $411k 43% Dec 2025
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Auxano Advisors 9.2k $410k -21% Dec 2025
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Carlton, Hoffferkamp & Jenks Wealth Management 8.1k $358k 0% Dec 2025
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Wiley Bros.-aintree Capital 7.9k $351k 100% Dec 2025
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Absolute Investment Management 7.9k $350k 0% Dec 2025
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Stephens 7.8k $347k 0% Dec 2025
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New England Private Wealth Advisors 7.7k $344k 0% Dec 2025
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Pnc Financial Services 7.4k $330k -1% Dec 2025
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U.S. Capital Wealth Advisors 7.1k $317k 0% Dec 2025
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National Asset Management 7.0k $315k -4% Sep 2025
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We Are One Seven 6.7k $299k 3% Dec 2025
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Creative Planning 6.6k $292k 0% Dec 2025
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SFI Advisors 6.4k $283k 100% Dec 2025
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Aviance Capital Partners 5.9k $263k 0% Dec 2025
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Focus Financial Network 5.0k $220k 0% Dec 2025
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Ameriflex Group 4.9k $219k 306% Sep 2025
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Scotia Capital 4.9k $217k 0% Dec 2025
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Brookwood Investment Group 4.6k $204k 100% Dec 2025
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Blue Bell Private Wealth Management 2.1k $91k 0% Dec 2025
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Kestra Advisory Services 2.0k $91k 100% Dec 2025
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Larson Financial Group 1.6k $72k 100% Dec 2025
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Northwestern Mutual Wealth Management Company 1.6k $70k 136% Dec 2025
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Bank of Jackson Hole Trust 1.4k $64k 0% Sep 2025
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International Assets Investment Management 1.2k $53k 100% Dec 2025
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Brian McDonald 845.00 $38k 0% Dec 2025
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GAMMA Investing 840.00 $37k 0% Dec 2025
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Private Trust Co Na 750.00 $33k 0% Dec 2025
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Evelyn Partners Asset Management 641.00 $29k 0% Sep 2025
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Caldwell Trust 502.00 $22k 100% Dec 2025
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Farther Finance Advisors 472.00 $21k 100% Dec 2025
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Painted Porch Advisors 420.00 $19k 0% Sep 2025
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Clarity Asset Management 380.00 $17k 100% Dec 2025
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LM Advisors 315.00 $7.1k -96% Dec 2025
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Promus Capital 300.00 $13k 0% Sep 2025
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CWM 289.00 $13k 141% Dec 2025
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Hanson McClain Advisors 237.00 $11k 100% Dec 2025
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AE Wealth Management 229.00 $10k -28% Dec 2025
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Financial Freedom 215.00 $9.5k 0% Dec 2025
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Nbc Securities 186.00 $8.3k -13% Dec 2025
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Us Bancorp 125.00 $5.6k 0% Dec 2025
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CoreCap Advisors 67.00 $3.0k 0% Dec 2025
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Parallel Advisors 50.00 $2.2k 0% Dec 2025
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Smartleaf Asset Management 31.00 $1.4k -51% Dec 2025
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Global Retirement Partners 27.00 $1.2k -56% Dec 2025
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Flagship Harbor Advisors 20.00 $889.000000 100% Dec 2025
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Atlantic Trust 15.00 $667.000500 100% Dec 2025
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Accordant Advisory Group 8.00 $356.000000 100% Dec 2025
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Signature 0 $0 -100% Dec 2025
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Who sold out of Listed Fd Tr?

Fund or Company Name Date Sold Shares Held Valued At
Hilltop Holdings Sep 2025 67k $3.0M
Stratos Wealth Advisors Sep 2025 50k $2.2M
Stegent Equity Advisors Sep 2025 20k $899k
Trademark Financial Management Sep 2025 9.5k $426k
D.A. Davidson & Co. Sep 2025 5.2k $234k
Magnus Financial Group Sep 2025 4.7k $208k
Qube Research & Technologies Sep 2025 2.1k $94k
JDM Financial Group Sep 2025 273.00 $12k
Group One Trading Sep 2025 29.00 $1.3k
Simplex Trading Sep 2025 17.00 $0