Who owns LISTED FD TR?
- Ticker: UMMA
- CUSIP Number: 53656f268
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
Download as csvTop 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 |
|---|---|---|---|---|---|
| RFG Advisory | 267k | $7.9M | 24% | Dec 2025 |
|
| Mercer Global Advisors | 111k | $3.3M | 52% | Dec 2025 |
|
| Wealth Enhancement Advisory Services | 58k | $1.8M | -15% | Dec 2025 |
|
| Susquehanna International | 51k | $1.5M | -3% | Dec 2025 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 48k | $1.4M | 0% | Dec 2025 |
|
| Citadel Advisors | 47k | $1.3M | 100% | Sep 2025 |
|
| Apollon Wealth Management | 29k | $853k | 1% | Dec 2025 |
|
| SageOak Financial | 25k | $753k | -3% | Dec 2025 |
|
| Farther Finance Advisors | 24k | $715k | 45% | Dec 2025 |
|
| Compass Capital Corp | 15k | $498k | 100% | Dec 2025 |
|
| Royal Bank of Canada | 13k | $362k | 66% | Sep 2025 |
|
| Financial Engines Advisors L.L.C | 11k | $315k | 0% | Dec 2025 |
|
| IFG Advisors | 9.7k | $288k | 6% | Dec 2025 |
|
| Courage Miller Partners | 9.7k | $287k | 2% | Dec 2025 |
|
| Envestnet Asset Management | 9.6k | $283k | 2% | Dec 2025 |
|
| Y.D. More Investments | 9.5k | $280k | 0% | Dec 2025 |
|
| Jones Financial Companies, L.L | 8.5k | $250k | 111% | Dec 2025 |
|
| Strengthening Families & Communities | 8.2k | $244k | 48% | Dec 2025 |
|
| Vishria Bird Financial Group | 8.1k | $222k | 0% | Sep 2025 |
|
| Hanson McClain Advisors | 7.3k | $215k | 517% | Dec 2025 |
|
| Main Street Financial Solutions | 7.0k | $208k | 100% | Dec 2025 |
|
| Providence Capital Advisors | 4.0k | $120k | 0% | Dec 2025 |
|
| Brian McDonald | 4.0k | $118k | 100% | Dec 2025 |
|
| IFP Advisors | 2.0k | $60k | 11% | Dec 2025 |
|
| Smartleaf Asset Management | 2.0k | $60k | 100% | Dec 2025 |
|
| National Bank Of Canada /fi/ | 1.8k | $53k | -27% | Dec 2025 |
|
| Pacific Center for Financial Services | 919.00 | $25k | 0% | Dec 2025 |
|
| Larson Financial Group | 820.00 | $24k | 3% | Dec 2025 |
|
| UBS Group | 740.00 | $22k | -28% | Dec 2025 |
|
Who sold out of Listed Fd Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Sep 2025 | 65k | $1.8M |
| Jane Street | Sep 2025 | 63k | $1.7M |