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 | 128k | $5.1M | 11% | Jun 2026 |
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| Mercer Global Advisors | 114k | $4.5M | 4% | Jun 2026 |
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| Morgan Stanley | 87k | $2.7M | 85% | Mar 2026 |
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| Flow Traders US | 86k | $3.4M | 100% | Jun 2026 |
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| Citadel Advisors | 81k | $3.2M | 30% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 50k | $1.9M | 100% | Jun 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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| Susquehanna International | 48k | $1.9M | -4% | Jun 2026 |
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| Apollon Wealth Management | 37k | $1.4M | 0% | Jun 2026 |
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| Farther Finance Advisors | 26k | $1.0M | 8% | Jun 2026 |
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| SageOak Financial | 24k | $932k | -5% | Jun 2026 |
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| Kaizen Financial Strategies | 18k | $678k | 51% | Jun 2026 |
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| Purpose Un | 16k | $654k | 10% | Jun 2026 |
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| Compass Capital Corp | 15k | $575k | 0% | Jun 2026 |
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| Jones Financial Companies, L.L | 15k | $581k | 23% | Jun 2026 |
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| Quadrature Capital | 15k | $573k | 100% | Jun 2026 |
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| Hanson McClain Advisors | 13k | $493k | 25% | Jun 2026 |
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| Regions Bank | 11k | $443k | 0% | Jun 2026 |
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| Envestnet Asset Management | 11k | $430k | 1% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 11k | $413k | -1% | Jun 2026 |
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| Main Street Financial Solutions | 10k | $408k | 0% | Jun 2026 |
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| Layline Advisors | 10k | $394k | 0% | Jun 2026 |
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| Y.D. More Investments | 9.5k | $373k | 0% | Jun 2026 |
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| IFG Advisors | 9.2k | $365k | -4% | Jun 2026 |
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| Strengthening Families & Communities | 8.5k | $337k | 0% | Jun 2026 |
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| Valeo Financial Advisors | 8.5k | $336k | 100% | Jun 2026 |
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| HighTower Advisors | 7.5k | $295k | 100% | Jun 2026 |
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| Eqis Capital Management | 7.1k | $281k | 100% | Jun 2026 |
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| Wealthcare Advisory Partners | 6.7k | $266k | 100% | Jun 2026 |
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| Capital Performance Advisors | 6.5k | $258k | 100% | Jun 2026 |
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| Mml Investors Services | 5.9k | $231k | 100% | Jun 2026 |
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| Sepio Capital | 5.4k | $211k | 100% | Jun 2026 |
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| Providence Capital Advisors | 4.0k | $158k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 4.0k | $157k | 0% | Jun 2026 |
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| Umb Bank N A | 3.2k | $128k | 100% | Jun 2026 |
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| IFP Advisors | 2.9k | $113k | 4% | Jun 2026 |
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| Royal Bank of Canada | 2.3k | $92k | -83% | Jun 2026 |
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| Smartleaf Asset Management | 2.0k | $78k | 0% | Jun 2026 |
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| National Bank Of Canada /fi/ | 1.7k | $68k | 0% | Jun 2026 |
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| Bank Of Montreal | 1.6k | $50k | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 1.4k | $55k | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 1.2k | $47k | 100% | Jun 2026 |
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| Steward Partners Investment Advisory | 1.2k | $48k | 20% | Jun 2026 |
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| Larson Financial Group | 1.2k | $47k | 40% | Jun 2026 |
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| Pacific Center for Financial Services | 919.00 | $36k | 0% | Jun 2026 |
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| UBS Group | 886.00 | $35k | -75% | Jun 2026 |
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| TD Waterhouse Canada | 513.00 | $20k | 100% | Jun 2026 |
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| NVWM | 31.00 | $1.2k | 72% | Jun 2026 |
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| Vanguard Advisers | 5.00 | $197.000000 | 0% | Jun 2026 |
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| FMR | 1.00 | $39.000000 | 100% | Jun 2026 |
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Who sold out of Listed Fd Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Courage Miller Partners | Mar 2026 | 9.7k | $297k |
| MAI Wealth Advisors | Mar 2026 | 128.00 | $3.9k |