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 | $206M | -1% | Mar 2026 |
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| LPL Financial | 969k | $50M | -10% | Mar 2026 |
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| Royal Bank of Canada | 830k | $43M | 14% | Mar 2026 |
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| Wells Fargo & Company | 817k | $43M | 20% | Mar 2026 |
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| UBS Group | 520k | $27M | 39% | Mar 2026 |
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| One Charles Private Wealth Services | 496k | $26M | 0% | Mar 2026 |
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| Rockefeller Capital Management | 437k | $23M | 14% | Mar 2026 |
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| Bank of New York Mellon | 434k | $23M | 10% | Mar 2026 |
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| Bayshore Capital Advisors | 331k | $17M | 100% | Mar 2026 |
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| Janney Montgomery Scott | 302k | $16M | 0% | Mar 2026 |
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| Commonwealth Equity Services | 296k | $15M | 5% | Mar 2026 |
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| Hilltop National Bank | 280k | $15M | 13% | Mar 2026 |
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| Captrust Financial Advisors | 276k | $12M | 4% | Dec 2025 |
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| MAI Wealth Advisors | 256k | $13M | 2% | Mar 2026 |
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| Envestnet Asset Management | 249k | $13M | 28% | Mar 2026 |
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| First Foundation Advisors | 247k | $13M | 10% | Mar 2026 |
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| Raymond James Financial | 237k | $11M | 6% | Dec 2025 |
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| Diversified Management | 230k | $12M | 11% | Mar 2026 |
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| Aptus Capital Advisors | 223k | $10M | 5% | Mar 2026 |
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| LLBH Private Wealth Management | 188k | $8.3M | 3% | Dec 2025 |
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| Longview Financial Advisors | 177k | $9.2M | 2% | Mar 2026 |
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| Cooper Investors Pty | 173k | $9.0M | 100% | Mar 2026 |
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| Independent Family Office | 161k | $7.2M | 1% | Dec 2025 |
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| Pecaut & Co. | 149k | $7.8M | 186% | Mar 2026 |
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| HighTower Advisors | 149k | $7.7M | 5% | Mar 2026 |
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| Kestra Investment Management | 146k | $7.6M | -7% | Mar 2026 |
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| Atlas Wealth Partners | 135k | $7.0M | 3% | Mar 2026 |
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| NCM Capital Management | 134k | $7.0M | 6% | Mar 2026 |
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| Colony | 126k | $5.6M | 41% | Dec 2025 |
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| Moors & Cabot | 122k | $6.3M | 4% | Mar 2026 |
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| Cullen Frost Bankers | 117k | $6.1M | -5% | Mar 2026 |
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| Baird Financial | 116k | $5.2M | -3% | Dec 2025 |
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| IFP Advisors | 110k | $5.7M | -3% | Mar 2026 |
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| Guardian Wealth Advisors, Llc / Nc | 106k | $4.7M | 6% | Dec 2025 |
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| Philip James Wealth Mangement | 102k | $5.3M | -31% | Mar 2026 |
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| Stifel Financial | 101k | $5.2M | 24% | Mar 2026 |
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| SCS Capital Management | 99k | $5.2M | -2% | Mar 2026 |
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| Horizon Kinetics Asset Management | 99k | $4.4M | -2% | Dec 2025 |
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| Waterloo Capital | 98k | $5.1M | -2% | Mar 2026 |
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| Essex Financial Services | 92k | $4.8M | 332% | Mar 2026 |
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| EagleClaw Capital Managment | 88k | $4.6M | 2% | Mar 2026 |
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| NewEdge Wealth | 88k | $4.6M | 0% | Mar 2026 |
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| Intrepid Family Office | 85k | $3.8M | 0% | Dec 2025 |
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| Resources Investment Advisors | 78k | $4.1M | 4% | Mar 2026 |
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| Sanctuary Advisors | 73k | $3.8M | 15% | Mar 2026 |
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| Advisor Group Holdings | 64k | $2.9M | -3% | Dec 2025 |
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| Davenport & Co | 60k | $3.1M | 7% | Mar 2026 |
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| Abacus Planning Group | 59k | $3.1M | 7% | Mar 2026 |
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| CI Private Wealth | 56k | $4.9k | -10% | Mar 2026 |
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| Steward Partners Investment Advisory | 54k | $2.8M | 5% | Mar 2026 |
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| Independent Financial Group | 54k | $2.8M | 100% | Mar 2026 |
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| Clarity Asset Management | 50k | $2.6M | 13174% | Mar 2026 |
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| Advisory Services Network | 50k | $2.2M | -1% | Dec 2025 |
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| Pekin, Singer Strauss Asset Management | 48k | $2.5M | -5% | Mar 2026 |
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| Kestra Private Wealth Services | 45k | $2.3M | -3% | Mar 2026 |
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| Ausdal Financial Partners | 45k | $2.3M | -24% | Mar 2026 |
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| Spire Wealth Management | 43k | $2.3M | -4% | Mar 2026 |
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| Lionsbridge Wealth Management | 43k | $2.2M | 1% | Mar 2026 |
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| Stratos Wealth Partners | 40k | $2.1M | 8% | Mar 2026 |
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| HPM Partners | 40k | $2.1M | -3% | Mar 2026 |
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| Private Advisor | 36k | $1.9M | 17% | Mar 2026 |
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| Compass Ion Advisors | 34k | $1.8M | -6% | Mar 2026 |
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| Morgan Stanley | 33k | $1.7M | 0% | Mar 2026 |
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| Susquehanna International | 32k | $1.4M | 66% | Dec 2025 |
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| Atria Investments | 29k | $1.5M | 2% | Mar 2026 |
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| Cresset Asset Management | 27k | $1.4M | 23% | Mar 2026 |
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| Meridian Wealth Advisors | 26k | $1.3M | 0% | Mar 2026 |
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| Cambridge Investment Research Advisors | 25k | $1.3M | 70% | Mar 2026 |
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| Kingsview Wealth Management | 23k | $1.2M | 100% | Mar 2026 |
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| Trilogy Capital | 23k | $1.2M | -1% | Mar 2026 |
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| Sontag Advisory | 22k | $1.2M | -44% | Mar 2026 |
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| Atomi Financial Group | 22k | $964k | 0% | Dec 2025 |
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| Phillips Financial Management | 21k | $1.1M | 0% | Mar 2026 |
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| Triad Investment Management | 20k | $1.0M | 100% | Mar 2026 |
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| Laffer Investments | 20k | $1.0M | 100% | Mar 2026 |
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| Bright Futures Wealth Management | 20k | $1.0M | 44% | Mar 2026 |
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| Gts Securities | 20k | $874k | 330% | Dec 2025 |
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| Baker Ellis Asset Management | 20k | $1.0M | 3% | Mar 2026 |
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| Straight Path Wealth Management | 19k | $984k | 2% | Mar 2026 |
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| Beacon Pointe Advisors | 19k | $828k | 1% | Dec 2025 |
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| Mezzasalma Advisors | 18k | $947k | 27% | Mar 2026 |
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| Pure Portfolios Holdings | 18k | $793k | -3% | Dec 2025 |
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| Oppenheimer & Co | 18k | $917k | 91% | Mar 2026 |
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| Luther King Capital Management Corporation | 17k | $859k | 0% | Mar 2026 |
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| IHT Wealth Management | 16k | $705k | 6% | Dec 2025 |
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| Bank of America Corporation | 16k | $807k | 100% | Mar 2026 |
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| Cetera Investment Advisers | 15k | $799k | 18% | Mar 2026 |
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| JNBA Financial Advisors | 15k | $790k | -6% | Mar 2026 |
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| Cornerstone Advisors Asset Management | 15k | $783k | 0% | Mar 2026 |
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| Ingalls & Snyder | 15k | $753k | 38% | Mar 2026 |
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| Autumn Glory Partners | 14k | $709k | 0% | Mar 2026 |
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| Parsons Capital Management | 13k | $700k | 100% | Mar 2026 |
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| Perigon Wealth Management | 12k | $625k | 0% | Mar 2026 |
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| Coastal Investment Advisors | 12k | $612k | 100% | Mar 2026 |
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| Savvy Advisors | 12k | $605k | -46% | Mar 2026 |
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| Copia Wealth Management | 11k | $592k | -28% | Mar 2026 |
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| Smith, Moore & Co. | 11k | $583k | 100% | Mar 2026 |
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| Requisite Capital Management | 11k | $494k | 100% | Dec 2025 |
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| Principia Wealth Advisory | 9.7k | $429k | 5% | Dec 2025 |
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| Evanson Asset Management | 9.6k | $499k | 0% | Mar 2026 |
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| Sigma Planning | 9.5k | $495k | 0% | Mar 2026 |
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| Garrison Point Advisors | 9.5k | $492k | 0% | Mar 2026 |
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| Proficio Capital Partners | 8.8k | $457k | -85% | Mar 2026 |
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| Comprehensive Portfolio Management | 8.3k | $432k | 100% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 7.9k | $351k | 100% | Dec 2025 |
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| Absolute Investment Management | 7.9k | $410k | 0% | Mar 2026 |
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| Auxano Advisors | 7.7k | $401k | -16% | Mar 2026 |
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| Pnc Financial Services | 7.4k | $386k | 0% | Mar 2026 |
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| YCMNET Advisors | 7.2k | $377k | 100% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 7.2k | $376k | 1% | Mar 2026 |
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| Carlton, Hoffferkamp & Jenks Wealth Management | 7.1k | $378k | -12% | Mar 2026 |
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| We Are One Seven | 6.7k | $299k | 3% | Dec 2025 |
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| Sonoma Allocations | 6.7k | $354k | 100% | Mar 2026 |
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| Creative Planning | 6.6k | $343k | 1% | Mar 2026 |
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| Trademark Financial Management | 6.5k | $340k | 100% | Mar 2026 |
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| Guidance Capital | 6.3k | $335k | -76% | Mar 2026 |
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| Scotia Capital | 6.1k | $319k | 26% | Mar 2026 |
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| New England Private Wealth Advisors | 6.0k | $311k | -23% | Mar 2026 |
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| Aviance Capital Partners | 5.9k | $308k | 0% | Mar 2026 |
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| CIBC World Markets | 5.8k | $304k | 100% | Mar 2026 |
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| Magnolia Private Wealth | 5.8k | $300k | 100% | Mar 2026 |
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| SFI Advisors | 5.4k | $279k | -16% | Mar 2026 |
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| Mariner Wealth Advisors | 5.3k | $275k | -48% | Mar 2026 |
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| Citadel Advisors | 5.1k | $266k | 100% | Mar 2026 |
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| International Assets Investment Management | 5.1k | $264k | 329% | Mar 2026 |
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| Hutchinson Capital Management | 5.0k | $260k | 100% | Mar 2026 |
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| Focus Financial Network | 5.0k | $258k | 0% | Mar 2026 |
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| Leavell Investment Management | 4.8k | $250k | -51% | Mar 2026 |
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| Key Client Fiduciary Advisors | 4.5k | $232k | 100% | Mar 2026 |
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| Kfg Wealth Management | 4.1k | $214k | 100% | Mar 2026 |
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| Brookwood Investment Group | 4.1k | $213k | -11% | Mar 2026 |
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| Cary Street Partners Financial | 4.0k | $209k | 100% | Mar 2026 |
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| Farther Finance Advisors | 3.1k | $160k | 553% | Mar 2026 |
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| Ameriflex Group | 3.1k | $136k | -38% | Dec 2025 |
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| Manchester Capital Management | 2.9k | $153k | 100% | Mar 2026 |
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| Jones Financial Companies, L.L | 2.8k | $126k | 100% | Dec 2025 |
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| Bank Of Montreal | 2.7k | $141k | 100% | Mar 2026 |
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| Western Wealth Management | 2.0k | $104k | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 2.0k | $102k | 25% | Mar 2026 |
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| Blue Bell Private Wealth Management | 1.9k | $96k | -10% | Mar 2026 |
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| Larson Financial Group | 1.6k | $72k | 100% | Dec 2025 |
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| Bank of Jackson Hole Trust | 1.4k | $75k | 0% | Mar 2026 |
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| Salem Investment Counselors | 1.0k | $52k | 100% | Mar 2026 |
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| Fifth Third Bancorp | 845.00 | $44k | 100% | Mar 2026 |
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| Brian McDonald | 845.00 | $38k | 0% | Dec 2025 |
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| GAMMA Investing | 840.00 | $44k | 0% | Mar 2026 |
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| Private Trust Co Na | 750.00 | $39k | 0% | Mar 2026 |
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| Mark Sheptoff Financial Planning | 747.00 | $40k | 100% | Mar 2026 |
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| Evelyn Partners Asset Management | 641.00 | $29k | 0% | Dec 2025 |
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| Caldwell Trust | 502.00 | $26k | 0% | Mar 2026 |
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Who sold out of Listed Fd Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 4.2M | $0 |
| Hilltop Holdings | Sep 2025 | 67k | $3.0M |
| Wealth Enhancement Advisory Services | Dec 2025 | 26k | $1.2M |
| Goss Wealth Management | Dec 2025 | 11k | $473k |
| Stephens | Dec 2025 | 7.8k | $347k |
| National Asset Management | Dec 2025 | 6.7k | $300k |
| Qube Research & Technologies | Sep 2025 | 2.1k | $94k |
| Kestra Advisory Services | Dec 2025 | 2.0k | $91k |