Summit Global Investments - LISTED FD TR ownership

LISTED FD TR's ticker is and the CUSIP is 53656F151. A total of 11 filers reported holding LISTED FD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.

Quarter-by-quarter ownership
Summit Global Investments ownership history of LISTED FD TR
ValueSharesWeighting
Q2 2024$566
-37.0%
16,520
-41.6%
0.04%
-43.3%
Q1 2024$899
-51.7%
28,267
-55.4%
0.07%
-45.1%
Q4 2023$1,863
+244.4%
63,316
+212.0%
0.12%
+238.9%
Q3 2023$54120,2940.04%
Other shareholders
LISTED FD TR shareholders Q4 2023
NameSharesValueWeighting ↓
Transamerica Financial Advisors, Inc. 5,451,851$145,23819.65%
KINGSWOOD WEALTH ADVISORS, LLC 20,856$555,6040.10%
Summit Global Investments 20,294$5410.04%
LPL Financial LLC 88,280$2,351,7790.00%
OSAIC HOLDINGS, INC. 2,131$56,7700.00%
HARBOUR INVESTMENTS, INC. 182$4,8480.00%
UBS Group AG 825$21,9780.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
View complete list of LISTED FD TR shareholders