Who owns LISTED FD TR?
- Ticker: INFL
- CUSIP Number: 53656f623
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 |
|---|---|---|---|---|---|
| Oxford Financial | 3.9M | $150M | 70% | Dec 2024 |
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| Jpmorgan Chase & Co | 3.9M | $150M | -6% | Dec 2024 |
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| LPL Financial | 879k | $34M | 36% | Dec 2024 |
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| One Charles Private Wealth Services | 460k | $18M | 12% | Dec 2024 |
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| Royal Bank of Canada | 450k | $17M | 27% | Dec 2024 |
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| Wells Fargo & Company | 433k | $17M | 12% | Dec 2024 |
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| UBS Group | 325k | $12M | 48% | Dec 2024 |
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| Bank of New York Mellon | 284k | $11M | 14% | Dec 2024 |
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| Rockefeller Capital Management | 279k | $11M | -2% | Dec 2024 |
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| Commonwealth Equity Services | 267k | $10M | 4% | Dec 2024 |
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| Captrust Financial Advisors | 247k | $9.4M | -6% | Dec 2024 |
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| Lowe fs | 235k | $9.6M | 2% | Mar 2025 |
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| Jane Street | 179k | $6.8M | 100% | Dec 2024 |
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| Cullen Frost Bankers | 172k | $6.5M | 0% | Dec 2024 |
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| Flow Traders US | 171k | $6.5M | 100% | Dec 2024 |
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| Moors & Cabot | 167k | $6.4M | 5% | Dec 2024 |
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| Raymond James Financial | 165k | $6.3M | 100% | Dec 2024 |
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| Longview Financial Advisors | 157k | $6.0M | 5% | Dec 2024 |
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| Philip James Wealth Mangement | 148k | $5.6M | 1% | Dec 2024 |
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| Hilltop National Bank | 124k | $4.7M | 25% | Dec 2024 |
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| Edge Capital Group | 119k | $4.5M | 0% | Dec 2024 |
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| Atlas Wealth Partners | 118k | $4.5M | 5% | Dec 2024 |
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| IFP Advisors | 103k | $3.9M | 340% | Dec 2024 |
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| Horizon Kinetics Asset Management | 95k | $3.6M | 4% | Dec 2024 |
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| Aptus Capital Advisors | 95k | $3.6M | -8% | Dec 2024 |
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| HighTower Advisors | 94k | $3.6M | 93% | Dec 2024 |
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| Janney Montgomery Scott | 90k | $3.4M | 43% | Dec 2024 |
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| Independent Family Office | 87k | $3.3M | 100% | Dec 2024 |
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| NewEdge Wealth | 86k | $3.3M | 0% | Dec 2024 |
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| EagleClaw Capital Managment | 86k | $3.3M | 0% | Dec 2024 |
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| NCM Capital Management | 85k | $3.3M | 12% | Dec 2024 |
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| Envestnet Asset Management | 85k | $3.2M | -2% | Dec 2024 |
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| Intrepid Family Office | 85k | $3.2M | 100% | Dec 2024 |
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| CI Private Wealth | 84k | $3.2k | 6% | Dec 2024 |
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| Guardian Wealth Advisors, Llc / Nc | 84k | $3.2M | -9% | Dec 2024 |
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| Baird Financial | 83k | $3.1M | 7% | Dec 2024 |
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| Resources Investment Advisors | 74k | $2.8M | -6% | Dec 2024 |
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| Pekin, Singer Strauss Asset Management | 60k | $2.3M | 0% | Dec 2024 |
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| Lionsbridge Wealth Management | 51k | $1.9M | 100% | Dec 2024 |
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| Steward Partners Investment Advisory | 50k | $1.9M | -1% | Dec 2024 |
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| Spire Wealth Management | 49k | $1.9M | 0% | Dec 2024 |
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| Pecaut & Co. | 48k | $1.8M | 0% | Dec 2024 |
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| Cambridge Investment Research Advisors | 46k | $1.8M | 3% | Dec 2024 |
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| Stratos Wealth Advisors | 46k | $1.7M | 0% | Dec 2024 |
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| Davenport & Co | 44k | $1.7M | 8% | Dec 2024 |
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| HPM Partners | 41k | $1.6M | 4% | Dec 2024 |
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| Compass Ion Advisors | 39k | $1.5M | -1% | Dec 2024 |
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| Abacus Planning Group | 39k | $1.6M | 0% | Mar 2025 |
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| Sontag Advisory | 36k | $1.4M | 2% | Dec 2024 |
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| Stratos Wealth Partners | 35k | $1.3M | 5% | Dec 2024 |
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| TrinityPoint Wealth | 34k | $1.3M | 2% | Dec 2024 |
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| D. E. Shaw & Co | 34k | $1.3M | 188% | Dec 2024 |
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| Susquehanna International | 33k | $1.3M | 313% | Dec 2024 |
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| Ausdal Financial Partners | 28k | $1.1M | 100% | Dec 2024 |
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| Auxano Advisors | 26k | $993k | -19% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 26k | $1.0M | 2% | Mar 2025 |
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| Baker Ellis Asset Management | 23k | $952k | -2% | Mar 2025 |
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| Trilogy Capital | 23k | $858k | -5% | Dec 2024 |
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| JNBA Financial Advisors | 22k | $850k | -4% | Dec 2024 |
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| One + One Wealth Management | 22k | $879k | -16% | Mar 2025 |
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| Fernwood Investment Management | 20k | $768k | -1% | Dec 2024 |
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| Cresset Asset Management | 20k | $750k | -31% | Dec 2024 |
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| Ferguson Shapiro | 19k | $736k | 100% | Dec 2024 |
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| Schwartz Investment Counsel | 19k | $724k | 36% | Dec 2024 |
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| Stegent Equity Advisors | 19k | $714k | 100% | Dec 2024 |
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| Luther King Capital Management Corporation | 17k | $628k | 0% | Dec 2024 |
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| Sanctuary Advisors | 16k | $648k | 100% | Dec 2024 |
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| Citadel Advisors | 16k | $602k | 83% | Dec 2024 |
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| Lake Street Advisors Group | 16k | $596k | 1% | Dec 2024 |
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| Cornerstone Advisors Asset Management | 15k | $572k | 0% | Dec 2024 |
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| Straight Path Wealth Management | 14k | $540k | 100% | Dec 2024 |
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| IHT Wealth Management | 13k | $493k | -1% | Dec 2024 |
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| Hrt Financial | 13k | $476k | 100% | Dec 2024 |
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| Stifel Financial | 12k | $467k | 28% | Dec 2024 |
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| Goss Wealth Management | 12k | $466k | -6% | Dec 2024 |
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| Perigon Wealth Management | 12k | $483k | 100% | Dec 2024 |
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| Pure Portfolios Holdings | 12k | $448k | 43% | Dec 2024 |
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| Oppenheimer & Co | 12k | $447k | 100% | Dec 2024 |
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| Qube Research & Technologies | 11k | $428k | 10% | Dec 2024 |
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| Guidance Capital | 11k | $452k | 100% | Dec 2024 |
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| Garrison Point Advisors | 10k | $389k | 0% | Dec 2024 |
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| Meridian Wealth Advisors | 10k | $380k | 0% | Dec 2024 |
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| STAR Financial Bank | 9.9k | $377k | -3% | Dec 2024 |
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| Moody Lynn & Co/ | 9.8k | $375k | 0% | Dec 2024 |
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| Evanson Asset Management | 9.5k | $360k | 1% | Dec 2024 |
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| Carlton, Hoffferkamp & Jenks Wealth Management | 9.4k | $378k | 0% | Dec 2024 |
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| Mezzasalma Advisors | 9.1k | $347k | 100% | Dec 2024 |
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| National Asset Management | 8.9k | $341k | 0% | Dec 2024 |
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| Sigma Planning | 8.9k | $338k | 58% | Dec 2024 |
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| Cetera Investment Advisers | 8.8k | $334k | -9% | Dec 2024 |
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| Autumn Glory Partners | 8.5k | $324k | 0% | Dec 2024 |
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| Absolute Investment Management | 8.2k | $314k | -2% | Dec 2024 |
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| Private Advisor | 8.0k | $306k | -15% | Dec 2024 |
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| Principia Wealth Advisory | 7.8k | $299k | 18% | Mar 2025 |
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| New England Private Wealth Advisors | 7.7k | $293k | 0% | Dec 2024 |
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| Pnc Financial Services | 7.3k | $277k | 11% | Dec 2024 |
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| Creative Planning | 6.6k | $253k | 12% | Dec 2024 |
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| Crescent Grove Advisors | 6.3k | $238k | 0% | Dec 2024 |
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| Hamilton Point Investment Advisors | 6.0k | $229k | 100% | Dec 2024 |
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| Morgan Stanley | 5.9k | $227k | -13% | Dec 2024 |
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| Aviance Capital Partners | 5.9k | $224k | 0% | Dec 2024 |
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| Advisor Group Holdings | 5.8k | $219k | -26% | Dec 2024 |
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| Advisory Services Network | 5.6k | $214k | -14% | Dec 2024 |
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| Second Line Capital | 5.5k | $211k | 0% | Dec 2024 |
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| Focus Financial Network | 5.0k | $203k | -16% | Mar 2025 |
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| Copia Wealth Management | 4.6k | $176k | 100% | Dec 2024 |
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| Bank of America Corporation | 4.3k | $164k | 648% | Dec 2024 |
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| Spectrum Wealth Counsel | 3.9k | $147k | 0% | Dec 2024 |
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| Private Trust Co Na | 2.8k | $106k | 2495% | Dec 2024 |
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| BlackRock | 2.8k | $105k | 100% | Dec 2024 |
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| VisionPoint Advisory Group | 2.2k | $85k | 100% | Dec 2024 |
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| Blue Bell Private Wealth Management | 2.1k | $78k | 0% | Dec 2024 |
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| Bank Of Montreal | 1.8k | $69k | 0% | Dec 2024 |
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| Brian McDonald | 1.4k | $55k | 0% | Dec 2024 |
|
| Ameriflex Group | 1.2k | $47k | 100% | Dec 2024 |
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| GAMMA Investing | 840.00 | $34k | 100% | Mar 2025 |
|
| Briaud Financial Planning | 712.00 | $27k | 100% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 322.00 | $12k | -85% | Dec 2024 |
|
| Promus Capital | 300.00 | $11k | 100% | Dec 2024 |
|
| JDM Financial Group | 273.00 | $10k | 0% | Dec 2024 |
|
| Financial Freedom | 213.00 | $8.1k | 0% | Dec 2024 |
|
| Signature | 209.00 | $8.0k | 0% | Dec 2024 |
|
| Mather Group | 156.00 | $5.9k | -10% | Dec 2024 |
|
| Nbc Securities | 100.00 | $4.0k | 100% | Mar 2025 |
|
| CoreCap Advisors | 67.00 | $2.6k | 0% | Dec 2024 |
|
| Smartleaf Asset Management | 63.00 | $2.4k | 0% | Dec 2024 |
|
| Truvestments Capital | 59.00 | $2.2k | 100% | Dec 2024 |
|
| Caldwell Sutter Capital | 52.00 | $2.1k | 0% | Mar 2025 |
|
| Parallel Advisors | 50.00 | $2.0k | 100% | Mar 2025 |
|
| Sugarloaf Wealth Management | 37.00 | $1.4k | -82% | Dec 2024 |
|
| Cranbrook Wealth Management | 34.00 | $1.4k | 100% | Mar 2025 |
|
| Us Bancorp | 31.00 | $1.2k | 100% | Dec 2024 |
|
| Atlantic Trust | 20.00 | $781.000000 | 100% | Dec 2024 |
|
| Proequities | 10.00 | $407k | 0% | Dec 2024 |
|
Who sold out of Listed Fd Tr?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Reuter James Wealth Management | Dec 2024 | 302k | $12M |
| Kestra Advisory Services | Sep 2024 | 32k | $1.2M |
| BCJ Capital Management | Sep 2024 | 18k | $691k |
| Gail Mannix | Sep 2024 | 8.4k | $264k |
| Front Row Advisors | Sep 2024 | 2.8k | $103k |
| CWM | Sep 2024 | 1.8k | $68k |
| Quent Capital | Dec 2024 | 83.00 | $3.2k |
| Covestor | Sep 2024 | 11.00 | $0 |