Listed FD TR

CUSIP: 53656F755 | 18 institutional holders

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Institutional Holders — Q2 2025

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TrueMark Investments, LLC139,263

1.1% of portfolio$5.0M

Weaver Consulting Group17,300

0.2% of portfolio$621.6K

Wedbush Securities Inc8,294

0.0% of portfolio$298

UBS Group AG4,845

0.0% of portfolio$174.1K

Capital Investment Advisory Services, LLC1,324

0.0% of portfolio$47.6K

Blue Bell Private Wealth Management, LLC1,000

0.0% of portfolio$35.9K

Harbour Investments, Inc.992

0.0% of portfolio$35.6K

Aptus Capital Advisors, LLC500

0.0% of portfolio$18.0K

Proequities, Inc.0

0.0% of portfolio$0

				Style	Turnover	Location	Filed
TrueMark Investments, LLC	139,263	$5.0M	1.1%	Yield	High	Chicago, IL	2025-07-29
Weaver Consulting Group	17,300	$621.6K	0.2%	ETF	Low	Huntington Beach, CA	2025-08-12
Wedbush Securities Inc	8,294	$298	0.0%	Core	Low	Pasadena, CA	2025-08-06
UBS Group AG	4,845	$174.1K	0.0%	Core	Medium	Zurich, Switzerland	2025-08-14
Capital Investment Advisory Services, LLC	1,324	$47.6K	0.0%	Core	Medium	Raleigh, NC	2025-08-08
Blue Bell Private Wealth Management, LLC	1,000	$35.9K	0.0%	Yield	Very Low	Blue Bell, PA	2025-08-11
Harbour Investments, Inc.	992	$35.6K	0.0%	ETF	Low	Madison, WI	2025-07-28
Aptus Capital Advisors, LLC	500	$18.0K	0.0%	Core	Low	Fairhope, AL	2025-08-11
Proequities, Inc.	0	$0	0.0%	Growth	Very Low	Birmingham, AL	2025-08-12