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 559k $23M 125% Sep 2026
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Apollon Wealth Management 262k $13M 0% Sep 2026
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KC Investment Advisors 108k $6.3M 62% Jun 2026
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HBW Advisory Services 96k $4.6M 30% Sep 2026
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Gentry Private Wealth 94k $5.4M 61% Jun 2026
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Wealth Watch Advisors 78k $4.5M 3% Jun 2026
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Advisor Group Holdings 68k $3.9M 30% Jun 2026
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National Wealth Management Group 65k $3.1M 21% Sep 2026
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D.A. Davidson & Co. 59k $2.8M 2% Sep 2026
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TD Waterhouse Canada 52k $2.6M 3% Sep 2026
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Kingsview Wealth Management 47k $2.7M 578% Jun 2026
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PFG Investments 17k $998k 18% Jun 2026
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Royal Bank of Canada 17k $961k 188% Jun 2026
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Advyzon Investment Management 16k $930k -5% Jun 2026
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Susquehanna International 15k $885k -2% Jun 2026
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Griffin Asset Management 15k $725k 0% Sep 2026
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FSA Advisors 12k $709k 5% Jun 2026
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Hrt Financial 12k $701k -36% Jun 2026
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Merit Financial Group 12k $689k 1% Jun 2026
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Citadel Advisors 9.5k $551k 20% Jun 2026
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D. E. Shaw & Co 8.6k $500k 100% Jun 2026
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Prospera Financial Services 8.3k $482k 100% Jun 2026
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Kestra Private Wealth Services 5.8k $339k -17% Jun 2026
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Sigma Planning 5.3k $255k 100% Sep 2026
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Acorn Wealth Advisors 5.2k $249k -5% Sep 2026
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Commonwealth Equity Services 4.9k $285k 100% Jun 2026
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Rsm Us Wealth Management 4.8k $231k 100% Sep 2026
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Resources Investment Advisors 3.9k $225k 100% Jun 2026
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Moneta Group Investment Advisors 3.6k $211k -40% Jun 2026
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Per Stirling Capital Management 3.5k $202k 100% Jun 2026
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Qube Research & Technologies 2.6k $151k 100% Jun 2026
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Smartleaf Asset Management 1.3k $70k 0% Jun 2026
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Us Bancorp 1.2k $71k 100% Jun 2026
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Harbour Investments 1.1k $65k 3% Jun 2026
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SRS Capital Advisors 890.00 $52k 100% Jun 2026
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JFS Wealth Advisors 872.00 $51k 0% Jun 2026
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UBS Group 527.00 $31k -93% Jun 2026
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EverSource Wealth Advisors 324.00 $19k -63% Jun 2026
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Geneos Wealth Management 318.00 $18k 0% Jun 2026
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Wells Fargo & Company 17.00 $986.000000 100% Jun 2026
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Root Financial Partners 17.00 $819.000500 100% Sep 2026
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Copia Wealth Management 10.00 $580.000000 0% Jun 2026
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Who sold out of Listed Fd Tr?

Fund or Company Name Date Sold Shares Held Valued At
Envestnet Asset Management Mar 2026 15k $549k
Cambridge Investment Research Advisors Mar 2026 6.2k $221k
Procyon Private Wealth Partners Jun 2026 5.1k $298k
Worth Asset Management Jun 2026 4.0k $232k
Granite Springs Asset Management Jun 2026 3.8k $217k
Parallel Advisors Mar 2026 1.6k $57k
AE Wealth Management Mar 2026 203.00 $7.2k
Strategic Investment Solutions Mar 2026 150.00 $5.3k
Abound Wealth Management Jun 2026 96.00 $5.6k