Listed FD TR

CUSIP: 53656G365 | 9 institutional holders

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

Institutional Holders — Q1 2025

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Significant Wealth Partners LLC6,440,432

76.3% of portfolio$148.8M

Susquehanna International Group, LLP16,010

0.0% of portfolio$370.0K

Johnson Financial Group, Inc.14,670

0.0% of portfolio$339.0K

UBS Group AG4,946

0.0% of portfolio$114.3K

Osaic Holdings, Inc.1,515

0.0% of portfolio$35.0K

Proequities, Inc.0

0.0% of portfolio$0

				Style	Turnover	Location	Filed
Significant Wealth Partners LLC	6,440,432	$148.8M	76.3%	Yield	High	Cary, IL	2025-04-30
Susquehanna International Group, LLP	16,010	$370.0K	0.0%	Growth	High	Bala Cynwyd, PA	2025-05-14
Johnson Financial Group, Inc.	14,670	$339.0K	0.0%	ETF	Low	Racine, WI	2025-05-15
UBS Group AG	4,946	$114.3K	0.0%	Core	Medium	Zurich, Switzerland	2025-05-13
Osaic Holdings, Inc.	1,515	$35.0K	0.0%	Index	Low	Scottsdale, AZ	2025-05-12
Proequities, Inc.	0	$0	0.0%	Growth	Very Low	Birmingham, AL	2025-05-14