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Listed FD TR

CUSIP: 53656F821 | 57 institutional holders

Quarters

Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q1 2025

Wedbush Securities Inc24,484
0.0% of portfolio›$842
Tower Research Capital LLC (TRC)16,757
0.0% of portfolio›$576.3K
Susquehanna International Group, LLP16,273
0.0% of portfolio›$559.7K
Authentikos Wealth Advisory, LLC9,822
0.3% of portfolio›$337.8K
Two Sigma Investments, LP9,681
0.0% of portfolio›$332.9K
Mid-American Wealth Advisory Group, Inc.8,939
0.2% of portfolio›$307.4K
Acorn Wealth Advisors, LLC6,780
0.1% of portfolio›$233.2K
Sloy Dahl & Holst, LLC6,070
0.0% of portfolio›$208.8K
Osaic Holdings, Inc.4,877
0.0% of portfolio›$167.8K
Park Square Financial Group, LLC3,258
0.1% of portfolio›$112.0K
Signaturefd, LLC2,700
0.0% of portfolio›$92.9K
AE Wealth Management LLC2,238
0.0% of portfolio›$77.0K
Continuum Advisory, LLC2,185
0.0% of portfolio›$75.1K
Morgan Stanley1,336
0.0% of portfolio›$46.0K
Coldstream Capital Management Inc892
0.0% of portfolio›$30.7K
Harbour Investments, Inc.450
0.0% of portfolio›$15.5K
Capital Investment Advisory Services, LLC376
0.0% of portfolio›$12.9K
Carolina Wealth Advisors, LLC339
0.0% of portfolio›$11.7K
UBS Group AG176
0.0% of portfolio›$6.1K
Bogart Wealth, LLC160
0.0% of portfolio›$5.5K
Parallel Advisors, LLC136
0.0% of portfolio›$4.7K
Sunbelt Securities, Inc.95
0.0% of portfolio›$3.3K
Royal Bank of Canada90
0.0% of portfolio›$3.0K
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Wedbush Securities Inc
24,484$8420.0%CoreLowPasadena, CA2025-05-06
Tower Research Capital LLC (TRC)
16,757$576.3K0.0%GARPVery HighNew York, NY2025-05-15
Susquehanna International Group, LLP
16,273$559.7K0.0%GrowthHighBala Cynwyd, PA2025-05-14
Authentikos Wealth Advisory, LLC
9,822$337.8K0.3%N/AHighMorgan Hill, CA2026-02-26
Two Sigma Investments, LP
9,681$332.9K0.0%ValueHighNew York, NY2025-05-15
Mid-American Wealth Advisory Group, Inc.
8,939$307.4K0.2%ETFMediumKansas City, MO2025-04-09
Acorn Wealth Advisors, LLC
6,780$233.2K0.1%ETFLowGrand Blanc, MI2025-05-01
Sloy Dahl & Holst, LLC
6,070$208.8K0.0%Agg GrowthVery LowVancouver, WA2025-05-12
Osaic Holdings, Inc.
4,877$167.8K0.0%IndexLowScottsdale, AZ2025-05-12
Park Square Financial Group, LLC
3,258$112.0K0.1%ETFMediumRoswell, GA2025-05-01
Signaturefd, LLC
2,700$92.9K0.0%IndexLowAtlanta, GA2025-05-02
AE Wealth Management LLC
2,238$77.0K0.0%CoreMediumTopeka, KS2025-05-06
Continuum Advisory, LLC
2,185$75.1K0.0%CoreLowEagle, ID2025-04-23
Morgan Stanley
1,336$46.0K0.0%CoreLowNew York, NY2025-05-15
Coldstream Capital Management Inc
892$30.7K0.0%CoreMediumBellevue, WA2025-05-13
Harbour Investments, Inc.
450$15.5K0.0%ETFLowMadison, WI2025-05-08
Capital Investment Advisory Services, LLC
376$12.9K0.0%CoreMediumRaleigh, NC2025-04-29
Carolina Wealth Advisors, LLC
339$11.7K0.0%YieldHighMyrtle Beach, SC2025-04-24
UBS Group AG
176$6.1K0.0%CoreMediumZurich, Switzerland2025-05-13
Bogart Wealth, LLC
160$5.5K0.0%GARPMediumMclean, VA2025-05-02
Parallel Advisors, LLC
136$4.7K0.0%GrowthLowSan Francisco, CA2025-04-08
Sunbelt Securities, Inc.
95$3.3K0.0%ValueVery LowHouston, TX2025-04-24
Royal Bank of Canada
90$3.0K0.0%CoreLowToronto, Australia2025-11-21
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2025-05-14