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 | 122k | $4.5M | -5% | Sep 2026 |
|
| Mercer Global Advisors | 114k | $4.5M | 4% | Jun 2026 |
|
| Flow Traders US | 86k | $3.4M | 100% | Jun 2026 |
|
| Citadel Advisors | 81k | $3.2M | 30% | Jun 2026 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 48k | $1.8M | 0% | Sep 2026 |
|
| Susquehanna International | 48k | $1.9M | -4% | Jun 2026 |
|
| Wealth Enhancement Advisory Services | 46k | $1.7M | -8% | Sep 2026 |
|
| Apollon Wealth Management | 37k | $1.4M | 1% | Sep 2026 |
|
| Farther Finance Advisors | 31k | $1.1M | 17% | Sep 2026 |
|
| SageOak Financial | 23k | $859k | -1% | Sep 2026 |
|
| TD Waterhouse Canada | 19k | $701k | 3579% | Sep 2026 |
|
| Kaizen Financial Strategies | 19k | $685k | 5% | Sep 2026 |
|
| Purpose Un | 16k | $654k | 10% | Jun 2026 |
|
| Compass Capital Corp | 15k | $575k | 0% | Jun 2026 |
|
| Jones Financial Companies, L.L | 15k | $581k | 23% | Jun 2026 |
|
| Quadrature Capital | 15k | $573k | 100% | Jun 2026 |
|
| Hanson McClain Advisors | 13k | $493k | 0% | Sep 2026 |
|
| Regions Bank | 12k | $448k | 8% | Sep 2026 |
|
| Branch Banking & Trust Company | 11k | $410k | 100% | Sep 2026 |
|
| Envestnet Asset Management | 11k | $430k | 1% | Jun 2026 |
|
| Financial Engines Advisors L.L.C | 11k | $413k | -1% | Jun 2026 |
|
| Main Street Financial Solutions | 10k | $408k | 0% | Jun 2026 |
|
| Layline Advisors | 10k | $369k | 0% | Sep 2026 |
|
| Capital Performance Advisors | 9.5k | $349k | 45% | Sep 2026 |
|
| Y.D. More Investments | 9.5k | $348k | 0% | Sep 2026 |
|
| Valeo Financial Advisors | 9.2k | $338k | 8% | Sep 2026 |
|
| IFG Advisors | 8.8k | $325k | -4% | Sep 2026 |
|
| HighTower Advisors | 7.5k | $295k | 100% | Jun 2026 |
|
| Eqis Capital Management | 7.1k | $281k | 100% | Jun 2026 |
|
| Larson Financial Group | 7.0k | $256k | 478% | Sep 2026 |
|
| Wealthcare Advisory Partners | 6.7k | $248k | 0% | Sep 2026 |
|
| Sincerus Advisory | 6.0k | $222k | 100% | Sep 2026 |
|
| Mml Investors Services | 5.9k | $231k | 100% | Jun 2026 |
|
| Providence Capital Advisors | 4.0k | $158k | 0% | Jun 2026 |
|
| Fifth Third Bancorp | 4.0k | $147k | 0% | Sep 2026 |
|
| Umb Bank N A | 3.2k | $119k | 0% | Sep 2026 |
|
| IFP Advisors | 3.1k | $115k | 9% | Sep 2026 |
|
| Parallel Advisors | 2.4k | $88k | 100% | Sep 2026 |
|
| Royal Bank of Canada | 2.3k | $92k | -83% | Jun 2026 |
|
| Smartleaf Asset Management | 2.0k | $78k | 0% | Jun 2026 |
|
| National Bank Of Canada /fi/ | 1.7k | $68k | 0% | Jun 2026 |
|
| Pacific Center for Financial Services | 1.4k | $53k | 58% | Sep 2026 |
|
| Northwestern Mutual Wealth Management Company | 1.4k | $55k | 100% | Jun 2026 |
|
| Jpmorgan Chase & Co | 1.2k | $47k | 100% | Jun 2026 |
|
| Steward Partners Investment Advisory | 1.2k | $48k | 20% | Jun 2026 |
|
| Strengthening Families & Communities | 898.00 | $33k | -89% | Sep 2026 |
|
| UBS Group | 886.00 | $35k | -75% | Jun 2026 |
|
| NVWM | 45.00 | $1.7k | 45% | Sep 2026 |
|
| Vanguard Advisers | 5.00 | $197.000000 | 0% | Jun 2026 |
|
| FMR | 1.00 | $39.000000 | 100% | Jun 2026 |
|
Who sold out of Listed Fd Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sepio Capital | Jun 2026 | 5.4k | $211k |
| MAI Wealth Advisors | Mar 2026 | 128.00 | $3.9k |