Listed FD TR

CUSIP: 53656F797 | 25 institutional holders

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

Institutional Holders — Q2 2025

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TrueMark Investments, LLC111,653

0.8% of portfolio$3.5M

Weaver Consulting Group55,054

0.5% of portfolio$1.7M

Commonwealth Equity Services, LLC20,000

0.0% of portfolio$630

Capital Investment Advisory Services, LLC5,739

0.0% of portfolio$180.7K

AE Wealth Management LLC304

0.0% of portfolio$9.6K

Dhjj Financial Advisors, Ltd.210

0.0% of portfolio$6.6K

Proequities, Inc.0

0.0% of portfolio$0

				Style	Turnover	Location	Filed
TrueMark Investments, LLC	111,653	$3.5M	0.8%	Yield	High	Chicago, IL	2025-07-29
Weaver Consulting Group	55,054	$1.7M	0.5%	ETF	Low	Huntington Beach, CA	2025-08-12
Commonwealth Equity Services, LLC	20,000	$630	0.0%	ETF	Low	Waltham, MA	2025-08-06
Capital Investment Advisory Services, LLC	5,739	$180.7K	0.0%	Core	Medium	Raleigh, NC	2025-08-08
AE Wealth Management LLC	304	$9.6K	0.0%	Core	Medium	Topeka, KS	2025-08-06
Dhjj Financial Advisors, Ltd.	210	$6.6K	0.0%	ETF	Very Low	Naperville, IL	2025-07-21
Proequities, Inc.	0	$0	0.0%	Growth	Very Low	Birmingham, AL	2025-08-12