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
Oxford Financial 3.9M $193M -2% Jun 2026
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Wells Fargo & Company 1.2M $59M 44% Jun 2026
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LPL Financial 1.1M $55M 13% Jun 2026
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Royal Bank of Canada 917k $46M 11% Jun 2026
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Rockefeller Capital Management 503k $25M 15% Jun 2026
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One Charles Private Wealth Services 484k $24M -2% Jun 2026
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UBS Group 460k $23M -11% Jun 2026
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Commonwealth Equity Services 319k $16M 8% Jun 2026
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First Foundation Advisors 318k $16M 29% Jun 2026
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Envestnet Asset Management 312k $16M 25% Jun 2026
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Captrust Financial Advisors 301k $15M 5% Jun 2026
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Janney Montgomery Scott 299k $15M -1% Jun 2026
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Hilltop National Bank 280k $14M 0% Jun 2026
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MAI Wealth Advisors 272k $14M 6% Jun 2026
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Raymond James Financial 264k $13M -16% Jun 2026
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LLBH Private Wealth Management 261k $13M 36% Jun 2026
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Aptus Capital Advisors 254k $13M 14% Jun 2026
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Private Advisor 230k $12M 541% Jun 2026
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Diversified Management 225k $11M -2% Jun 2026
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Colony 212k $11M 22% Jun 2026
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Longview Financial Advisors 187k $9.3M 6% Jun 2026
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Independent Family Office 159k $7.9M 6% Jun 2026
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Kestra Investment Management 156k $7.8M 6% Jun 2026
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NCM Capital Management 154k $7.7M 15% Jun 2026
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Pecaut & Co. 153k $7.6M 2% Jun 2026
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HighTower Advisors 146k $7.3M -2% Jun 2026
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Atlas Wealth Partners 136k $6.8M 1% Jun 2026
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Guardian Wealth Advisors, Llc / Nc 129k $6.4M 10% Jun 2026
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Moors & Cabot 121k $6.1M 0% Jun 2026
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Cullen Frost Bankers 117k $5.8M 0% Jun 2026
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Waterloo Capital 117k $5.8M 19% Jun 2026
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Cooper Investors Pty 106k $5.3M -38% Jun 2026
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IFP Advisors 104k $5.2M -5% Jun 2026
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Stifel Financial 103k $5.1M 3% Jun 2026
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_Sentinel Trust Company, LBA______________ 99k $4.9M 100% Jun 2026
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Philip James Wealth Mangement 99k $4.9M -3% Jun 2026
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Susquehanna International 95k $4.7M -12% Jun 2026
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SCS Capital Management 95k $4.7M -4% Jun 2026
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Essex Financial Services 93k $4.7M 1% Jun 2026
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Horizon Kinetics Asset Management 91k $4.5M -9% Jun 2026
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EagleClaw Capital Managment 89k $4.4M 1% Jun 2026
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NewEdge Wealth 88k $4.4M 0% Jun 2026
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Intrepid Family Office 85k $4.2M 0% Jun 2026
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Kestra Private Wealth Services 81k $4.0M 82% Jun 2026
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Clarity Asset Management 80k $4.0M 59% Jun 2026
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Resources Investment Advisors 78k $3.9M -1% Jun 2026
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Sanctuary Advisors 77k $3.8M 5% Jun 2026
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Baird Financial 76k $3.8M 0% Jun 2026
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Abacus Planning Group 71k $3.6M 22% Jun 2026
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Advisor Group Holdings 66k $3.3M 6% Jun 2026
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Davenport & Co 65k $3.2M 9% Jun 2026
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CI Private Wealth 58k $2.9M 3% Jun 2026
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Advisory Services Network 56k $2.8M 5% Jun 2026
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Steward Partners Investment Advisory 54k $2.7M -1% Jun 2026
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Flow Traders US 49k $2.4M 100% Jun 2026
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Pekin, Singer Strauss Asset Management 46k $2.3M -4% Jun 2026
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Ausdal Financial Partners 45k $2.2M 1% Jun 2026
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Spire Wealth Management 43k $2.2M 0% Jun 2026
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Lionsbridge Wealth Management 41k $2.0M -5% Jun 2026
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Stratos Wealth Partners 40k $2.0M 0% Jun 2026
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HPM Partners 40k $2.0M 0% Jun 2026
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Jpmorgan Chase & Co 40k $2.0M 100% Jun 2026
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Cambridge Investment Research Advisors 36k $1.8M 45% Jun 2026
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D. E. Shaw & Co 35k $1.8M 100% Jun 2026
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Beacon Pointe Advisors 35k $1.7M 16% Jun 2026
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Compass Ion Advisors 34k $1.7M 0% Jun 2026
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Magnolia Private Wealth 34k $1.7M 481% Jun 2026
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Independent Financial Group 33k $1.7M -38% Jun 2026
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Morgan Stanley 33k $1.7M 0% Mar 2026
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Meridian Wealth Advisors 30k $1.5M 17% Jun 2026
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Atria Investments 30k $1.5M 6% Jun 2026
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Cresset Asset Management 30k $1.5M 9% Jun 2026
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Requisite Capital Management 28k $1.4M 100% Jun 2026
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Warren Averett Asset Management 23k $1.2M 4% Jun 2026
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Kingsview Wealth Management 23k $1.2M 100% Mar 2026
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Phillips Financial Management 22k $1.1M 5% Jun 2026
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Sontag Advisory 22k $1.1M -3% Jun 2026
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Laffer Investments 20k $998k 0% Jun 2026
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Old Mission Capital 20k $971k 100% Jun 2026
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Triad Investment Management 19k $960k -4% Jun 2026
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Oppenheimer & Co 19k $956k 9% Jun 2026
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Straight Path Wealth Management 19k $952k 1% Jun 2026
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Baker Ellis Asset Management 18k $914k -6% Jun 2026
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Bright Futures Wealth Management 18k $903k -8% Jun 2026
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Trilogy Capital 18k $899k -20% Jun 2026
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Jane Street 18k $893k 100% Jun 2026
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Mezzasalma Advisors 18k $873k -4% Jun 2026
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Luther King Capital Management Corporation 17k $823k 0% Jun 2026
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Bank of America Corporation 16k $773k 0% Jun 2026
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Cetera Investment Advisers 15k $766k 0% Jun 2026
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JNBA Financial Advisors 15k $756k 0% Jun 2026
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Cornerstone Advisors Asset Management 15k $750k 0% Jun 2026
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Parsons Capital Management 15k $737k 10% Jun 2026
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Ingalls & Snyder 15k $722k 0% Jun 2026
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Autumn Glory Partners 14k $680k 0% Jun 2026
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Goss Wealth Management 12k $620k 29% Jun 2026
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Copia Wealth Management 12k $584k 3% Jun 2026
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Smith, Moore & Co. 11k $558k 0% Jun 2026
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Hrt Financial 11k $550k 100% Jun 2026
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Well Done 11k $534k 100% Jun 2026
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Savvy Advisors 10k $518k -11% Jun 2026
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Two Sigma Securities 10k $499k 100% Jun 2026
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Evanson Financial 9.6k $480k 100% Jun 2026
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Evanson Asset Management 9.6k $499k 0% Mar 2026
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Garrison Point Advisors 9.4k $468k -1% Jun 2026
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Key Client Fiduciary Advisors 9.3k $462k 108% Jun 2026
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Sigma Planning 9.1k $453k -4% Jun 2026
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LM Advisors 8.9k $442k 2149% Jun 2026
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Proficio Capital Partners 8.8k $437k 0% Jun 2026
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Sound Portfolio Advisors 8.7k $432k 100% Jun 2026
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Principia Wealth Advisory 8.5k $422k 4% Jun 2026
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Kestra Advisory Services 8.2k $411k 100% Jun 2026
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Absolute Investment Management 7.9k $393k 0% Jun 2026
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CIBC World Markets 7.7k $385k 32% Jun 2026
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Qube Research & Technologies 7.7k $383k 2724% Jun 2026
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Auxano Advisors 7.5k $376k -2% Jun 2026
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Pnc Financial Services 7.5k $375k 1% Jun 2026
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Creative Planning 7.4k $369k 12% Jun 2026
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SRS Capital Advisors 7.3k $362k 100% Jun 2026
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YCMNET Advisors 7.2k $361k 0% Jun 2026
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U.S. Capital Wealth Advisors 7.2k $376k 1% Mar 2026
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Atomi Financial Group 7.0k $352k 0% Jun 2026
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Perigon Wealth Management 7.0k $349k -42% Jun 2026
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Financial Engines Advisors L.L.C 6.7k $336k 100% Jun 2026
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Wiley Bros.-aintree Capital 6.6k $327k -1% Jun 2026
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Carlton, Hoffferkamp & Jenks Wealth Management 6.5k $336k -8% Jun 2026
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Guidance Capital 6.3k $319k 0% Jun 2026
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New England Private Wealth Advisors 6.0k $306k 0% Jun 2026
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Aviance Capital Partners 5.9k $295k 0% Jun 2026
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Chicago Partners Investment 5.6k $289k 100% Jun 2026
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SFI Advisors 5.1k $253k -5% Jun 2026
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Hutchinson Capital Management 5.0k $249k 0% Jun 2026
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Towle & Co 4.9k $243k 100% Jun 2026
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Scotia Capital 4.9k $243k -20% Jun 2026
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Leavell Investment Management 4.8k $240k 0% Jun 2026
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E&G Advisors 4.7k $235k 100% Jun 2026
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Focus Financial Network 4.7k $233k -6% Jun 2026
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Comprehensive Portfolio Management 4.6k $230k -44% Jun 2026
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Mariner Wealth Advisors 4.6k $230k -13% Jun 2026
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Mml Investors Services 4.6k $228k 100% Jun 2026
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International Assets Investment Management 4.4k $217k -13% Jun 2026
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XY Planning Network 4.2k $209k 100% Jun 2026
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Kfg Wealth Management 4.1k $205k 0% Jun 2026
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Northwestern Mutual Wealth Management Company 3.2k $162k 66% Jun 2026
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Manchester Capital Management 2.9k $147k 0% Jun 2026
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Bank Of Montreal 2.7k $141k 100% Mar 2026
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Ameriflex Group 2.4k $119k -6% Jun 2026
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Blue Bell Private Wealth Management 1.9k $92k 0% Jun 2026
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Mercer Global Advisors 1.8k $91k 100% Jun 2026
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Fifth Third Bancorp 1.7k $86k 104% Jun 2026
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Farther Finance Advisors 1.6k $80k -48% Jun 2026
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Who sold out of Listed Fd Tr?

Fund or Company Name Date Sold Shares Held Valued At
Bank of New York Mellon Mar 2026 434k $23M
Bayshore Capital Advisors Mar 2026 331k $17M
Greenhaven Road Investment Management Mar 2026 16k $529k
Coastal Investment Advisors Mar 2026 12k $612k
IHT Wealth Management Mar 2026 8.1k $421k
Sonoma Allocations Mar 2026 6.7k $354k
Trademark Financial Management Mar 2026 6.5k $340k
Citadel Advisors Mar 2026 5.1k $266k
Empowered Funds Mar 2026 4.3k $222k
We Are One Seven Mar 2026 4.1k $214k
Brookwood Investment Group Mar 2026 4.1k $213k
Cary Street Partners Financial Mar 2026 4.0k $209k
Second Line Capital Mar 2026 3.8k $200k