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
GoalVest Advisory 249k $14M 64% Jun 2026
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Apollon Wealth Management 244k $8.7M 3% Mar 2026
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Wealth Watch Advisors 76k $2.7M 3% Mar 2026
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HBW Advisory Services 74k $4.3M 1% Jun 2026
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KC Investment Advisors 67k $2.4M 100% Mar 2026
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Gentry Private Wealth 58k $2.1M 100% Mar 2026
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D.A. Davidson & Co. 58k $3.3M -11% Jun 2026
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Advisor Group Holdings 53k $1.9M 79% Mar 2026
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TD Waterhouse Canada 43k $1.5M 57% Mar 2026
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National Wealth Management Group 26k $911k 24% Mar 2026
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Hrt Financial 19k $668k -60% Mar 2026
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PFG Investments 17k $998k 18% Jun 2026
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Advyzon Investment Management 17k $603k 7% Mar 2026
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Susquehanna International 16k $555k -59% Mar 2026
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Envestnet Asset Management 15k $549k -44% Mar 2026
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Fifth Third Securities 15k $537k -39% Mar 2026
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Griffin Asset Management 15k $871k 0% Jun 2026
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Claris Financial 13k $477k 0% Mar 2026
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Merit Financial Group 12k $689k 1% Jun 2026
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FSA Advisors 12k $415k 8% Mar 2026
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Acorn Wealth Advisors 8.3k $297k -24% Mar 2026
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Citadel Advisors 7.9k $281k -70% Mar 2026
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UBS Group 7.1k $252k 1657% Mar 2026
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Kingsview Wealth Management 6.9k $244k 100% Mar 2026
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Cambridge Investment Research Advisors 6.2k $221k 100% Mar 2026
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Moneta Group Investment Advisors 6.0k $215k -1% Mar 2026
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Kestra Private Wealth Services 5.8k $339k -17% Jun 2026
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Simplicity Wealth 5.8k $205k -57% Mar 2026
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Royal Bank of Canada 5.8k $205k 100% Mar 2026
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Procyon Private Wealth Partners 5.1k $298k -16% Jun 2026
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Commonwealth Equity Services 4.9k $285k 100% Jun 2026
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Worth Asset Management 4.0k $232k 100% Jun 2026
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Granite Springs Asset Management 3.8k $217k 100% Jun 2026
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Cache Advisors 2.0k $71k 100% Mar 2026
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Parallel Advisors 1.6k $57k -5% Mar 2026
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Smartleaf Asset Management 1.3k $42k 100% Mar 2026
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Harbour Investments 1.1k $39k 22% Mar 2026
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JFS Wealth Advisors 872.00 $51k 0% Jun 2026
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EverSource Wealth Advisors 324.00 $19k -63% Jun 2026
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Geneos Wealth Management 318.00 $11k -48% Mar 2026
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AE Wealth Management 203.00 $7.2k -93% Mar 2026
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Abound Wealth Management 96.00 $5.6k 100% Jun 2026
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Copia Wealth Management 10.00 $356.000000 0% Mar 2026
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Who sold out of Listed Fd Tr?

Fund or Company Name Date Sold Shares Held Valued At
Quadrature Capital Dec 2025 20k $753k
Simplex Trading Dec 2025 20k $752k
HighTower Advisors Dec 2025 18k $692k
Tower Research Capital Dec 2025 6.0k $230k
Northwestern Mutual Wealth Management Company Dec 2025 2.0k $77k
SRS Capital Advisors Dec 2025 890.00 $34k
Wells Fargo & Company Dec 2025 350.00 $14k
Valley National Advisers Mar 2026 250.00 $8.0k
Strategic Investment Solutions Mar 2026 150.00 $5.3k