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Listed FD TR

CUSIP: 53656F672 | 58 institutional holders

Quarters

Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024
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Institutional Holders — Q2 2025

TrueMark Investments, LLC77,591
0.6% of portfolio›$3.0M
Elevated Capital Advisors, LLC34,020
0.3% of portfolio›$1.2M
Weaver Consulting Group25,471
0.3% of portfolio›$979.8K
CreativeOne Wealth, LLC14,016
0.0% of portfolio›$539.2K
AE Wealth Management LLC6,599
0.0% of portfolio›$253.8K
Capital Investment Advisory Services, LLC6,052
0.0% of portfolio›$232.8K
Harbour Investments, Inc.5,794
0.0% of portfolio›$219.9K
Susquehanna International Group, LLP5,477
0.0% of portfolio›$210.7K
Aptus Capital Advisors, LLC3,413
0.0% of portfolio›$131.3K
UBS Group AG3,291
0.0% of portfolio›$126.6K
Blue Bell Private Wealth Management, LLC1,200
0.0% of portfolio›$46.2K
Dhjj Financial Advisors, Ltd.709
0.0% of portfolio›$27.3K
Pineridge Advisors LLC118
0.0% of portfolio›$4.5K
Ameritas Advisory Services, LLC82
0.0% of portfolio›$3.2K
Capital A Wealth Management, LLC18
0.0% of portfolio›$574
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
TrueMark Investments, LLC
77,591$3.0M0.6%YieldHighChicago, IL2025-07-29
Elevated Capital Advisors, LLC
34,020$1.2M0.3%ETFMediumSandy, UT2025-07-15
Weaver Consulting Group
25,471$979.8K0.3%ETFLowHuntington Beach, CA2025-08-12
CreativeOne Wealth, LLC
14,016$539.2K0.0%ETFMediumOverland Park, KS2025-08-12
AE Wealth Management LLC
6,599$253.8K0.0%CoreMediumTopeka, KS2025-08-06
Capital Investment Advisory Services, LLC
6,052$232.8K0.0%CoreMediumRaleigh, NC2025-08-08
Harbour Investments, Inc.
5,794$219.9K0.0%ETFLowMadison, WI2025-07-28
Susquehanna International Group, LLP
5,477$210.7K0.0%GrowthHighBala Cynwyd, PA2025-08-14
Aptus Capital Advisors, LLC
3,413$131.3K0.0%CoreLowFairhope, AL2025-08-11
UBS Group AG
3,291$126.6K0.0%CoreMediumZurich, Switzerland2025-08-14
Blue Bell Private Wealth Management, LLC
1,200$46.2K0.0%YieldVery LowBlue Bell, PA2025-08-11
Dhjj Financial Advisors, Ltd.
709$27.3K0.0%ETFVery LowNaperville, IL2025-07-21
Pineridge Advisors LLC
118$4.5K0.0%N/AMediumSt. Charles, MO2025-08-11
Ameritas Advisory Services, LLC
82$3.2K0.0%ETFHighLincoln, NE2025-07-21
Capital A Wealth Management, LLC
18$5740.0%ValueLow—2025-09-26
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2025-08-12