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
GM Advisory 168k $2.7M 1% Mar 2026
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Sontag Advisory 153k $2.8M 100% Jun 2026
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LPL Financial 111k $2.0M -13% Jun 2026
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Northwestern Mutual Wealth Management Company 76k $1.4M -84% Jun 2026
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Morgan Stanley 52k $829k 6% Mar 2026
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Merit Financial Group 52k $952k -6% Jun 2026
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Creative Planning 46k $846k 5% Jun 2026
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CI Private Wealth 37k $21M -32% Jun 2026
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Evanson Asset Management 37k $21M -3% Mar 2026
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Evanson Financial 36k $21M 100% Jun 2026
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Bank of America Corporation 27k $491k 100% Jun 2026
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Leavell Investment Management 25k $461k -9% Jun 2026
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Commonwealth Equity Services 20k $376k -20% Jun 2026
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Susquehanna International 19k $357k -60% Jun 2026
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Wealthfront Advisers 18k $338k 0% Jun 2026
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Forum Finance Group 16k $236k -18% Jun 2026
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Stifel Financial 16k $287k 4% Jun 2026
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Aurora Private Wealth 15k $279k -6% Jun 2026
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AQR Capital Management 15k $275k -4% Jun 2026
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Mml Investors Services 13k $243k -6% Jun 2026
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Itau Unibanco Holding 12k $226k 100% Jun 2026
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Gemmer Asset Management 12k $6.8M -1% Jun 2026
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Cetera Investment Advisers 11k $208k -43% Jun 2026
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Ashton Thomas Private Wealth 11k $197k 0% Jun 2026
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Aaron Wealth Advisors 11k $195k 0% Jun 2026
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Goelzer Investment Management 11k $194k 100% Jun 2026
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Regions Bank 10k $185k 0% Jun 2026
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Independent Investors 10k $185k 0% Jun 2026
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Royal Bank of Canada 4.4k $81k 10% Jun 2026
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Mercer Global Advisors 3.5k $65k 100% Jun 2026
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FMR 3.5k $64k 34% Jun 2026
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Bank Of Montreal 2.5k $39k 100% Mar 2026
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Wells Fargo & Company 2.4k $44k 130% Jun 2026
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Qube Research & Technologies 2.0k $37k 1154% Jun 2026
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Federation des caisses Desjardins du Quebec 2.0k $34k -43% Jun 2026
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Valley National Advisers 1.9k $34k 0% Jun 2026
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Activest Wealth Management 1.5k $28k 0% Jun 2026
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Pnc Financial Services 1.5k $27k 0% Jun 2026
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AE Wealth Management 1.3k $24k 0% Jun 2026
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Beaird Harris Wealth Management 1.3k $728k 2% Jun 2026
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Downshift Financial 1.2k $23k 100% Jun 2026
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Provenance Wealth Advisors 1.2k $22k 0% Jun 2026
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Advisor Group Holdings 1.0k $19k 0% Jun 2026
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Hanson McClain Advisors 1.0k $19k 0% Jun 2026
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Whipplewood Advisors 1.0k $19k 0% Jun 2026
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National Bank Of Canada /fi/ 997.00 $17k 25% Jun 2026
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Farther Finance Advisors 989.00 $18k 392% Jun 2026
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Larson Financial Group 932.00 $17k 0% Jun 2026
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Caldwell Sutter Capital 790.00 $15k 0% Jun 2026
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Rockefeller Capital Management 715.00 $13k 0% Jun 2026
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Plante Moran Financial Advisors 648.00 $12k 0% Jun 2026
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Evolution Advisers 600.00 $11k 0% Jun 2026
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TD Waterhouse Canada 550.00 $8.1k -41% Jun 2026
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Union Bankshares 500.00 $9.2k 0% Jun 2026
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Us Bancorp 500.00 $9.2k 0% Jun 2026
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Institute For Wealth Management 380.00 $7.0k 100% Jun 2026
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Rossby Financial, LCC 336.00 $6.2k 4700% Jun 2026
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IFP Advisors 300.00 $5.5k 0% Jun 2026
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Jpmorgan Chase & Co 282.00 $0 100% Jun 2026
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Goss Wealth Management 240.00 $4.4k -16% Jun 2026
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Blue Bell Private Wealth Management 200.00 $3.7k 0% Jun 2026
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LRI Investments 175.00 $3.2k 0% Jun 2026
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Horizon Kinetics Asset Management 155.00 $2.9k 0% Jun 2026
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Ameritas Advisory Services 105.00 $1.9k 100% Jun 2026
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Morse Asset Management 100.00 $1.8k 0% Jun 2026
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Geneos Wealth Management 75.00 $1.4k 0% Jun 2026
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Assetmark 55.00 $1.0k 100% Jun 2026
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Rothschild Investment 41.00 $755.999000 0% Jun 2026
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Strive Financial Group 25.00 $463.000000 100% Jun 2026
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Russell Investments 20.00 $369.000000 0% Jun 2026
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Newbridge Financial Services Group 5.00 $92.000000 0% Jun 2026
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Copia Wealth Management 5.00 $92.000000 100% Jun 2026
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Who sold out of Listed Fd Tr?

Fund or Company Name Date Sold Shares Held Valued At
Flow Traders US Mar 2026 168k $2.7M
Two Sigma Investments Mar 2026 58k $916k
Gts Securities Mar 2026 28k $443k
Dynamic Advisors Solutions Mar 2026 26k $406k
Cambridge Investment Research Advisors Mar 2026 22k $356k
VestGen Advisors Mar 2026 17k $311k
Carnegie Capital Asset Management Mar 2026 11k $180k
Envestnet Asset Management Mar 2026 11k $172k
Raymond James Financial Mar 2026 11k $170k
Family Office Research Mar 2026 3.7k $2.1M
MAI Wealth Advisors Mar 2026 2.8k $44k
Advisory Services Network Mar 2026 506.00 $8.1k
UBS Group Mar 2026 431.00 $6.9k
Jones Financial Companies, L.L Mar 2026 200.00 $3.0k
O'shaughnessy Asset Management Mar 2026 121.00 $1.9k
Group One Trading Mar 2026 46.00 $733.000800
Portus Wealth Advisors Mar 2026 16.00 $255.000000