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Listed Fd Tr shares owned by Layline Advisors

Quarter-by-quarter ownership of Listed Fd Tr (UMMA) shares owned by Layline Advisors from 13F filings

Historical chart of Layline Advisors investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Layline Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Layline Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $394k 10k 39.48

More positions owned by Layline Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Ishares Core Msci Emkt (IEMG)
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)
Ishares Tr Core S&p Mcp Etf (IJH)
Doubleline Etf Trust Mortgage Etf (DMBS)
Sprott Asset Management Physical Gold Tr (PHYS)
J P Morgan Exchange Traded F Income Etf (JPIE)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Rus 1000 Etf (IWB)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Paychex (PAYX)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Layline Advisors

Top funds holding Listed Fd Tr

RFG Advisory
Mercer Global Advisors
Morgan Stanley
Flow Traders US
Citadel Advisors
Wealth Enhancement Advisory Services
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Susquehanna International
Apollon Wealth Management
Farther Finance Advisors
SageOak Financial
Kaizen Financial Strategies
Purpose Un
Compass Capital Corp
Jones Financial Companies, L.L

View all funds holding Listed Fd Tr