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
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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 |
|---|---|---|---|---|---|
| RFG Advisory | 115k | $3.5M | -57% | Mar 2026 |
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| Mercer Global Advisors | 109k | $3.3M | -2% | Mar 2026 |
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| Morgan Stanley | 87k | $2.7M | 85% | Mar 2026 |
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| Citadel Advisors | 63k | $1.9M | -20% | Mar 2026 |
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| Susquehanna International | 50k | $1.5M | -3% | Mar 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 48k | $1.9M | 0% | Jun 2026 |
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| Apollon Wealth Management | 37k | $1.1M | 27% | Mar 2026 |
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| Farther Finance Advisors | 26k | $1.0M | 8% | Jun 2026 |
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| SageOak Financial | 25k | $763k | -2% | Mar 2026 |
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| Kaizen Financial Strategies | 18k | $678k | 51% | Jun 2026 |
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| Compass Capital Corp | 15k | $543k | 2% | Mar 2026 |
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| Purpose Un | 15k | $456k | 1% | Mar 2026 |
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| Royal Bank of Canada | 14k | $430k | 100% | Mar 2026 |
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| Jones Financial Companies, L.L | 12k | $363k | 44% | Mar 2026 |
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| Regions Bank | 11k | $344k | 100% | Mar 2026 |
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| Envestnet Asset Management | 11k | $329k | 12% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 11k | $325k | -1% | Mar 2026 |
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| Main Street Financial Solutions | 10k | $316k | 47% | Mar 2026 |
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| Hanson McClain Advisors | 10k | $305k | 37% | Mar 2026 |
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| IFG Advisors | 9.6k | $295k | -1% | Mar 2026 |
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| Y.D. More Investments | 9.5k | $290k | 0% | Mar 2026 |
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| Strengthening Families & Communities | 8.5k | $261k | 3% | Mar 2026 |
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| Valeo Financial Advisors | 8.5k | $336k | 100% | Jun 2026 |
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| Wealthcare Advisory Partners | 6.7k | $266k | 100% | Jun 2026 |
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| Sepio Capital | 5.4k | $211k | 100% | Jun 2026 |
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| Providence Capital Advisors | 4.0k | $123k | -1% | Mar 2026 |
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| Fifth Third Bancorp | 4.0k | $122k | 100% | Mar 2026 |
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| UBS Group | 3.5k | $107k | 372% | Mar 2026 |
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| IFP Advisors | 2.8k | $85k | 36% | Mar 2026 |
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| Smartleaf Asset Management | 2.0k | $59k | 0% | Mar 2026 |
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| National Bank Of Canada /fi/ | 1.7k | $53k | -3% | Mar 2026 |
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| Bank Of Montreal | 1.6k | $50k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 1.0k | $31k | 100% | Mar 2026 |
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| Pacific Center for Financial Services | 919.00 | $28k | 0% | Mar 2026 |
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| Larson Financial Group | 858.00 | $26k | 5% | Mar 2026 |
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| MAI Wealth Advisors | 128.00 | $3.9k | 100% | Mar 2026 |
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| NVWM | 31.00 | $1.2k | 72% | Jun 2026 |
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| Vanguard Advisers | 5.00 | $153.000000 | 100% | Mar 2026 |
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Who sold out of Listed Fd Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 58k | $1.8M |
| Courage Miller Partners | Mar 2026 | 9.7k | $297k |