Who owns LISTED FD TR?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
Jpmorgan Chase & Co 3.9M $118M -29% Dec 2022
Equitable Trust 2.3M $73M 7% Dec 2022
Aptus Capital Advisors 1.0M $32M -12% Dec 2022
Shufro Rose & Co 813k $26M 1% Dec 2022
UBS Group 801k $25M -10% Dec 2022
Rockefeller Capital Management 679k $21M 114% Dec 2022
Money Concepts Capital Corp 649k $20M 10% Dec 2022
Wells Fargo & Company 560k $18M -1% Dec 2022
Royal Bank of Canada 481k $15M -10% Dec 2022
New England Private Wealth Advisors 446k $14M -3% Dec 2022
TMD Wealth Management 433k $14M 0% Dec 2022

Setup an alert

Want to be notified whenever an investor makes a significant change to their holdings of Listed Fd Tr?

Commonwealth Equity Services 393k $12M -24% Dec 2022
One Charles Private Wealth Services 385k $12M 2% Dec 2022
Twin Focus Capital Partners 354k $11M 16% Dec 2022
Sugarloaf Wealth Management 329k $10M -8% Dec 2022
NewEdge Wealth 327k $10M -1% Dec 2022
Captrust Financial Advisors 284k $8.9M 9% Dec 2022
Jane Street 278k $8.7M 164% Dec 2022
HighTower Advisors 274k $8.6M -2% Dec 2022
InterOcean Capital Group 272k $8.6M -1% Dec 2022
Parkside Investments 271k $8.5M 100% Dec 2022
Multi-Financial Securities 267k $8.4M 9% Dec 2022
Engrave Wealth Partners 262k $8.4M 1% Dec 2022
Edge Capital Group 256k $8.0M 8% Dec 2022
JNBA Financial Advisors 248k $7.8M 35% Dec 2022
Raymond James Financial Services Advisors 245k $7.7M 0% Dec 2022
Fiduciary Planning 240k $7.6M -8% Dec 2022
Green Square Capital 237k $7.4M 100% Dec 2022
Compass Ion Advisors 236k $7.4M -1% Dec 2022
LPL Financial 223k $7.0M 11% Dec 2022
Allegheny Financial Group 210k $6.6M 3% Dec 2022
Raymond James & Associates 209k $6.6M -2% Dec 2022
Auxano Advisors 198k $6.2M -1% Dec 2022
Lowe fs 194k $6.1M 4% Dec 2022
Cullen Frost Bankers 189k $6.0M 0% Dec 2022
Pekin, Singer Strauss Asset Management 178k $5.6M 0% Dec 2022
Janney Montgomery Scott 176k $5.5M 1% Dec 2022
XML Financial 166k $5.2M 0% Dec 2022
Moors & Cabot 155k $4.9M 3% Dec 2022
TrinityPoint Wealth 154k $4.8M -67% Dec 2022
Pecaut & Co. 134k $4.2M 0% Dec 2022
CI Private Wealth 120k $3.8M 100% Dec 2022
Kore Private Wealth 119k $3.3M -3% Sep 2022
Theory Financial 112k $3.5M 5% Dec 2022
Ameritas Advisory Services 91k $2.9M 80% Dec 2022
Abacus Planning Group 90k $2.8M 32% Dec 2022
Horizon Kinetics Asset Management 87k $2.7M 5% Dec 2022
Sontag Advisory 86k $2.7M 0% Dec 2022
Lionsbridge Wealth Management 76k $2.4M 192% Dec 2022
Oppenheimer & Co 75k $2.4M -9% Dec 2022
Advisor Group Holdings 70k $2.2M 21% Dec 2022
Wealthsource Partners 68k $2.1M -7% Dec 2022
EagleClaw Capital Managment 66k $2.1M 2% Dec 2022
SimpliFi 65k $2.0M -10% Dec 2022
NCM Capital Management 63k $2.0M 130% Dec 2022
Spire Wealth Management 62k $2.0M 5% Dec 2022
Absolute Investment Management 61k $1.9M -8% Dec 2022
Arcus Capital Partners 60k $1.9M 81% Dec 2022
Intrepid Family Office 60k $1.9M 20% Dec 2022
Deane Retirement Strategies 59k $1.8M 100% Dec 2022
Silver Oak Securities 59k $1.8M -11% Dec 2022
Parsons Capital Management 55k $1.7M 4% Dec 2022
One + One Wealth Management 55k $1.7M -9% Dec 2022
Envestnet Asset Management 54k $1.7M 7% Dec 2022
United Capital Financial Advisers 54k $1.7M 1% Dec 2022
Mml Investors Services 54k $1.7M -22% Dec 2022
IFP Advisors 53k $1.3M -18% Dec 2022
Atria Investments 52k $1.6M 12% Dec 2022
Bank of America Corporation 50k $1.6M 870% Dec 2022
PFG Advisors 47k $1.5M 69% Dec 2022
Stratos Wealth Advisors 46k $1.4M 10% Dec 2022
Old Mission Capital 46k $1.4M 2% Dec 2022
Steward Partners Investment Advisory 45k $1.4M 7% Dec 2022
Kestra Advisory Services 44k $1.4M -6% Dec 2022
Boenning & Scattergood 43k $1.4M -7% Dec 2022
Cambridge Investment Research Advisors 42k $1.3M -31% Dec 2022
Carlton, Hoffferkamp & Jenks Wealth Management 41k $1.3M -18% Dec 2022
Old Port Advisors 40k $1.2M 23% Dec 2022
National Asset Management 39k $1.2M 1% Dec 2022
Sowell Financial Services 36k $1.1M 0% Dec 2022
Axxcess Wealth Management 36k $1.1M -1% Dec 2022
Flow Traders US 35k $1.1M -12% Dec 2022
STAR Financial Bank 35k $1.1M 100% Dec 2022
Citadel Advisors 35k $1.1M -91% Dec 2022
Vivaldi Capital Management 34k $1.1M 0% Dec 2022
Insight 2811 34k $1.1M -2% Dec 2022
Aj Wealth Strategies 33k $1.0M 0% Dec 2022
Davenport & Co 33k $1.0M 7% Dec 2022
Fort Point Capital Partners 31k $979k -3% Dec 2022
Fortress Wealth Management 30k $936k 100% Dec 2022
First Foundation Advisors 25k $779k -88% Dec 2022
Financial Network Investment Corporation 24k $770k 0% Dec 2022
Baker Ellis Asset Management 24k $769k -1% Dec 2022
Sentinus 24k $757k 9% Dec 2022
Sigma Planning 23k $722k 100% Dec 2022
Financial Partners Capital Management 22k $687k -26% Dec 2022
Cresset Asset Management 21k $400k 0% Dec 2022
Qube Research & Technologies 21k $673k 100% Dec 2022
Fernwood Investment Management 21k $667k 4% Dec 2022
Goss Wealth Management 21k $659k 0% Dec 2022
Meixler Investment Management 21k $645k 2% Dec 2022
MBE Wealth Management 19k $589k 9% Dec 2022
PRW Wealth Management 19k $582k -34% Dec 2022
American Portfolios Advisors 17k $483k -23% Sep 2022
Brown Advisory Holdings Incorporated 15k $483k 100% Dec 2022
Schwartz Investment Counsel 14k $441k -12% Dec 2022
Autumn Glory Partners 12k $389k -5% Dec 2022
Truepoint 12k $389k 0% Dec 2022
Garrison Point Advisors 11k $348k 0% Dec 2022
Advisor Resource Council 11k $347k 43% Dec 2022
Cetera Investment Advisers 10k $324k 100% Dec 2022
Lake Street Advisors Group 10k $318k 0% Dec 2022
WealthPlan Investment Management 10k $324k -3% Dec 2022
Feltz Wealth PLAN 10k $325k 100% Dec 2022
Meadow Creek Wealth Advisors 10k $278k -3% Sep 2022
IHT Wealth Management 9.9k $311k 4% Dec 2022
Creative Planning 9.8k $308k 6% Dec 2022
TCP Asset Management 9.5k $300k 100% Dec 2022
Private Advisor 9.3k $200k -30% Dec 2022
Evanson Asset Management 9.1k $288k 0% Dec 2022
Apexium Financial 9.0k $282k 0% Dec 2022
Crescent Grove Advisors 9.0k $282k 0% Dec 2022
Global Retirement Partners 9.0k $282k 106% Dec 2022
Morgan Stanley 8.7k $273k 26% Dec 2022
S.C. Financial Services 8.5k $269k -36% Dec 2022
Gail Mannix 8.4k $264k 0% Dec 2022
Mariner Wealth Advisors 8.3k $260k 8% Dec 2022
Great Diamond Partners 8.2k $257k 100% Dec 2022
Kmg Fiduciary Partners 7.9k $249k 100% Dec 2022
Susquehanna International 7.7k $242k -92% Dec 2022
Solstein Capital 7.4k $234k 100% Dec 2022
Visionary Wealth Advisors 7.4k $232k -14% Dec 2022
Delta Investment Management 7.2k $226k 0% Dec 2022
U.S. Capital Wealth Advisors 7.2k $225k 100% Dec 2022
Kingsview Wealth Management 6.8k $214k 100% Dec 2022
Ausdal Financial Partners 6.7k $212k 100% Dec 2022
Belpointe Asset Management 6.7k $210k 14% Dec 2022
Congress Wealth Management LLC / DE / 6.6k $207k 100% Dec 2022
Pnc Financial Services 6.6k $206k 0% Dec 2022
We Are One Seven 6.5k $206k 100% Dec 2022
Newman Dignan & Sheerar 6.5k $203k 100% Dec 2022
Parallel Advisors 6.1k $192k -29% Dec 2022
Ancora Advisors 4.9k $153k -72% Dec 2022
AlphaMark Advisors 4.2k $133k 0% Dec 2022
Blue Bell Private Wealth Management 4.1k $129k 100% Dec 2022
Spectrum Management 3.8k $106k 83% Sep 2022
JFS Wealth Advisors 3.4k $107k 0% Dec 2022
Creative Financial Designs 3.3k $104k 100% Dec 2022
Front Row Advisors 2.8k $87k 0% Dec 2022
Hartland & Co 2.4k $75k 0% Dec 2022

Who sold out of Listed Fd Tr?

Fund or Company Name Date Sold Shares Held Valued At
Stephens Sep 2022 49k $1.4M
Vantage Financial Partners Sep 2022 15k $4.0k
Robertson Stephens Wealth Management Sep 2022 13k $364k
Sowa Financial Group Sep 2022 11k $295k
Prudential Financial Sep 2022 8.4k $243k
Atria Wealth Solutions Sep 2022 7.8k $218k
Bank Of Montreal Sep 2022 2.9k $87k
Axim Planning & Wealth Sep 2022 2.5k $71k