Listed FD TR

CUSIP: 53656F748 | 36 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q2 2025

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TrueMark Investments, LLC199,747

1.4% of portfolio$6.5M

Mid-American Wealth Advisory Group, Inc.63,033

1.0% of portfolio$2.1M

Weaver Consulting Group55,517

0.5% of portfolio$1.8M

Elevated Capital Advisors, LLC19,154

0.2% of portfolio$580.8K

Capital Investment Advisory Services, LLC1,381

0.0% of portfolio$45.3K

AE Wealth Management LLC1,354

0.0% of portfolio$44.4K

Dhjj Financial Advisors, Ltd.360

0.0% of portfolio$11.8K

Harbour Investments, Inc.300

0.0% of portfolio$9.8K

JPMorgan Chase & Co23

0.0% of portfolio$753

Proequities, Inc.0

0.0% of portfolio$0

				Style	Turnover	Location	Filed
TrueMark Investments, LLC	199,747	$6.5M	1.4%	Yield	High	Chicago, IL	2025-07-29
Mid-American Wealth Advisory Group, Inc.	63,033	$2.1M	1.0%	ETF	Medium	Kansas City, MO	2025-07-30
Weaver Consulting Group	55,517	$1.8M	0.5%	ETF	Low	Huntington Beach, CA	2025-08-12
Elevated Capital Advisors, LLC	19,154	$580.8K	0.2%	ETF	Medium	Sandy, UT	2025-07-15
Capital Investment Advisory Services, LLC	1,381	$45.3K	0.0%	Core	Medium	Raleigh, NC	2025-08-08
AE Wealth Management LLC	1,354	$44.4K	0.0%	Core	Medium	Topeka, KS	2025-08-06
Dhjj Financial Advisors, Ltd.	360	$11.8K	0.0%	ETF	Very Low	Naperville, IL	2025-07-21
Harbour Investments, Inc.	300	$9.8K	0.0%	ETF	Low	Madison, WI	2025-07-28
JPMorgan Chase & Co	23	$753	0.0%	Growth	Medium	New York, NY	2025-08-12
Proequities, Inc.	0	$0	0.0%	Growth	Very Low	Birmingham, AL	2025-08-12