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 1% Sep 2025
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Oxford Financial 4.0M $178M 0% Sep 2025
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LPL Financial 1.1M $48M -10% Sep 2025
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Royal Bank of Canada 728k $33M 14% Sep 2025
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Wells Fargo & Company 618k $28M -6% Sep 2025
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One Charles Private Wealth Services 502k $22M 1% Sep 2025
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UBS Group 356k $16M 6% Sep 2025
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Rockefeller Capital Management 354k $16M 5% Sep 2025
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Bank of New York Mellon 351k $16M 14% Sep 2025
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Janney Montgomery Scott 291k $13M 4% Sep 2025
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Commonwealth Equity Services 278k $12M 1% Sep 2025
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Captrust Financial Advisors 264k $12M 1% Sep 2025
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Lowe fs 251k $11M 2% Sep 2025
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Raymond James Financial 222k $9.9M 28% Sep 2025
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Hilltop National Bank 210k $9.4M 11% Sep 2025
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Aptus Capital Advisors 205k $9.2M 3% Sep 2025
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LLBH Private Wealth Management 183k $8.2M 409% Sep 2025
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Envestnet Asset Management 180k $8.0M 14% Sep 2025
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Longview Financial Advisors 168k $7.5M 1% Sep 2025
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Independent Family Office 160k $7.2M 19% Sep 2025
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Kestra Investment Management 153k $6.9M 2% Sep 2025
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Philip James Wealth Mangement 144k $6.5M -4% Sep 2025
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Proficio Capital Partners 131k $5.8M 97% Sep 2025
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Atlas Wealth Partners 128k $5.7M 5% Sep 2025
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Cullen Frost Bankers 123k $5.5M 0% Sep 2025
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Baird Financial 120k $5.3M -2% Sep 2025
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Moors & Cabot 118k $5.3M -2% Sep 2025
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NCM Capital Management 113k $5.1M 5% Sep 2025
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SCS Capital Management 112k $5.0M -2% Sep 2025
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IFP Advisors 111k $5.0M 0% Sep 2025
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Horizon Kinetics Asset Management 101k $4.5M -2% Sep 2025
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Guardian Wealth Advisors, Llc / Nc 100k $4.5M 5% Sep 2025
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Waterloo Capital 98k $4.4M 3% Sep 2025
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Colony 89k $4.0M 121% Sep 2025
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NewEdge Wealth 88k $3.8M 3% Sep 2025
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EagleClaw Capital Managment 87k $3.9M 0% Sep 2025
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Intrepid Family Office 85k $3.8M 0% Sep 2025
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CI Private Wealth 77k $3.4M -9% Sep 2025
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Resources Investment Advisors 75k $3.3M 2% Sep 2025
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Hilltop Holdings 67k $3.0M -4% Sep 2025
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Advisor Group Holdings 66k $3.0M 67% Sep 2025
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Stifel Financial 66k $3.0M 59% Sep 2025
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First Foundation Advisors 65k $2.9M 73% Sep 2025
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Ausdal Financial Partners 58k $2.6M 304% Sep 2025
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Pekin, Singer Strauss Asset Management 56k $2.5M -4% Sep 2025
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Davenport & Co 55k $2.4M 6% Sep 2025
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Abacus Planning Group 51k $2.3M 7% Sep 2025
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Advisory Services Network 50k $2.2M 1% Sep 2025
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Stratos Wealth Advisors 50k $2.2M 0% Sep 2025
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Steward Partners Investment Advisory 50k $2.2M 0% Sep 2025
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Pecaut & Co. 48k $2.2M 0% Sep 2025
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HighTower Advisors 46k $2.1M -52% Sep 2025
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Leavell Investment Management 45k $2.0M 32% Sep 2025
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Spire Wealth Management 45k $2.0M -1% Sep 2025
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Lionsbridge Wealth Management 43k $1.9M 2% Sep 2025
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HPM Partners 41k $1.8M -4% Sep 2025
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Sontag Advisory 39k $1.8M 0% Sep 2025
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Compass Ion Advisors 39k $1.7M 0% Sep 2025
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Stratos Wealth Partners 36k $1.6M 0% Sep 2025
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Private Advisor 35k $1.5M 3% Sep 2025
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Citadel Advisors 33k $1.5M 100% Sep 2025
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Morgan Stanley 32k $1.4M 100% Jun 2025
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Cresset Asset Management 30k $1.3M 0% Sep 2025
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Kestra Private Wealth Services 28k $1.3M 100% Sep 2025
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Wealth Enhancement Advisory Services 26k $1.2M 0% Sep 2025
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Guidance Capital 24k $1.1M 6% Sep 2025
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Trilogy Capital 23k $1.0M 0% Sep 2025
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Atomi Financial Group 22k $965k 7% Sep 2025
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Baker Ellis Asset Management 22k $965k 0% Sep 2025
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Atria Investments 21k $952k 41% Sep 2025
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Phillips Financial Management 21k $930k 0% Sep 2025
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Congress Wealth Management LLC / DE / 21k $867k 1% Jun 2025
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Meridian Wealth Advisors 20k $911k 38% Sep 2025
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Stegent Equity Advisors 20k $899k -1% Sep 2025
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Susquehanna International 19k $858k -66% Sep 2025
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Pure Portfolios Holdings 18k $824k 14% Sep 2025
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Beacon Pointe Advisors 18k $822k 5% Sep 2025
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Straight Path Wealth Management 17k $765k -1% Sep 2025
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Luther King Capital Management Corporation 17k $738k 0% Sep 2025
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JNBA Financial Advisors 16k $727k -4% Sep 2025
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Copia Wealth Management 16k $697k 25% Sep 2025
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Cornerstone Advisors Asset Management 15k $672k 0% Sep 2025
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IHT Wealth Management 15k $669k 3% Sep 2025
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Mezzasalma Advisors 14k $641k -3% Sep 2025
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Bright Futures Wealth Management 14k $615k 100% Sep 2025
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Autumn Glory Partners 14k $609k 0% Sep 2025
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Cambridge Investment Research Advisors 14k $602k -32% Sep 2025
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Cetera Investment Advisers 13k $579k 31% Sep 2025
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Perigon Wealth Management 12k $536k 0% Sep 2025
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D. E. Shaw & Co 12k $530k 0% Sep 2025
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Auxano Advisors 12k $523k -9% Sep 2025
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Goss Wealth Management 11k $495k -8% Sep 2025
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Mariner Wealth Advisors 10k $460k -2% Sep 2025
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Garrison Point Advisors 9.6k $431k -3% Sep 2025
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Evanson Asset Management 9.6k $427k 0% Sep 2025
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Trademark Financial Management 9.5k $426k -5% Sep 2025
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Sigma Planning 9.5k $425k 1% Sep 2025
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Principia Wealth Advisory 8.8k $373k 14% Jun 2025
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Ingalls & Snyder 8.5k $381k 100% Sep 2025
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Carlton, Hoffferkamp & Jenks Wealth Management 8.1k $351k 0% Sep 2025
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Absolute Investment Management 7.9k $352k 0% Sep 2025
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Stephens 7.8k $349k 100% Sep 2025
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New England Private Wealth Advisors 7.7k $346k 0% Sep 2025
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Pnc Financial Services 7.5k $334k -18% Sep 2025
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U.S. Capital Wealth Advisors 7.1k $317k 0% Sep 2025
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LM Advisors 7.1k $316k 0% Sep 2025
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National Asset Management 7.0k $315k -4% Sep 2025
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Essex Financial Services 6.6k $293k 37% Sep 2025
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Creative Planning 6.5k $293k 0% Sep 2025
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We Are One Seven 6.5k $292k 100% Sep 2025
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Oppenheimer & Co 6.5k $289k -44% Sep 2025
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Aviance Capital Partners 5.9k $264k 0% Sep 2025
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D.A. Davidson & Co. 5.2k $234k 0% Sep 2025
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Focus Financial Network 4.9k $221k 0% Sep 2025
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Ameriflex Group 4.9k $219k 306% Sep 2025
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Scotia Capital 4.9k $218k 0% Sep 2025
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Magnus Financial Group 4.7k $208k -2% Sep 2025
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Gts Securities 4.6k $204k -83% Sep 2025
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Qube Research & Technologies 2.1k $94k -21% Sep 2025
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Bank Of Montreal 2.1k $89k 100% Jun 2025
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Blue Bell Private Wealth Management 2.1k $92k 0% Sep 2025
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Bank of Jackson Hole Trust 1.4k $64k 0% Sep 2025
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Brian McDonald 845.00 $38k -17% Sep 2025
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GAMMA Investing 840.00 $38k 0% Sep 2025
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Private Trust Co Na 750.00 $34k -13% Sep 2025
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Northwestern Mutual Wealth Management Company 661.00 $30k 984% Sep 2025
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Evelyn Partners Asset Management 641.00 $29k 0% Sep 2025
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Painted Porch Advisors 420.00 $19k 0% Sep 2025
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AE Wealth Management 317.00 $14k 47% Sep 2025
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Promus Capital 300.00 $13k 0% Sep 2025
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JDM Financial Group 273.00 $12k 0% Sep 2025
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Financial Freedom 215.00 $9.6k 0% Sep 2025
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Nbc Securities 213.00 $9.5k 113% Sep 2025
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Signature 211.00 $9.4k 0% Sep 2025
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MAI Wealth Advisors 130.00 $5.8k 100% Sep 2025
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Us Bancorp 125.00 $5.6k 303% Sep 2025
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CWM 120.00 $5.0k 100% Sep 2025
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CoreCap Advisors 67.00 $3.0k -58% Sep 2025
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Smartleaf Asset Management 63.00 $2.8k 0% Sep 2025
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Global Retirement Partners 62.00 $2.8k 0% Sep 2025
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Parallel Advisors 50.00 $2.2k 0% Sep 2025
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Group One Trading 29.00 $1.3k -71% Sep 2025
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Simplex Trading 17.00 $0 -54% Sep 2025
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Who sold out of Listed Fd Tr?

Fund or Company Name Date Sold Shares Held Valued At
Jane Street Jun 2025 25k $1.1M
Schwartz Investment Counsel Jun 2025 19k $801k
Ferguson Shapiro Jun 2025 15k $640k
Warren Averett Asset Management Jun 2025 14k $608k
Mml Investors Services Jun 2025 7.1k $297k
Aspen Investment Management Jun 2025 5.9k $249k
Second Line Capital Jun 2025 5.2k $219k
Ameritas Advisory Services Jun 2025 741.00 $31k
Briaud Financial Planning Jun 2025 712.00 $30k
Bryn Mawr Trust Jun 2025 478.00 $20k
Twin Peaks Wealth Advisors Jun 2025 233.00 $9.8k
Atlantic Trust Jun 2025 41.00 $1.7k
Bessemer Jun 2025 38.00 $2.0k