Advisor Resource Council - LISTED FD TR ownership

LISTED FD TR's ticker is HEGD and the CUSIP is 53656F599. A total of 33 filers reported holding LISTED FD TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Advisor Resource Council ownership history of LISTED FD TR
ValueSharesWeighting
Q1 2024$1,129,894
-75.4%
57,883
-75.4%
0.48%
-10.7%
Q4 2023$4,590,986
+1396.4%
235,190
+1288.7%
0.53%
+238.0%
Q3 2023$306,79616,9360.16%
Other shareholders
LISTED FD TR shareholders Q3 2023
NameSharesValueWeighting ↓
RETIREMENT GUYS FORMULA LLC 348,926$7,421,6533.56%
Swan Global Investments, LLC 2,553,845$54,320,2831.67%
Williams & Novak, LLC 14,975$318,5180.30%
Avior Wealth Management, LLC 273,722$5,822,0660.25%
Beacon Pointe Advisors, LLC 558,756$11,884,7310.14%
CWM, LLC 1,231,301$26,1900.12%
Golden State Equity Partners 18,458$392,5970.08%
NewEdge Advisors, LLC 472,825$10,056,9930.07%
Regal Investment Advisors LLC 51,993$1,105,8920.07%
Atria Investments, Inc 222,092$4,723,8970.06%
View complete list of LISTED FD TR shareholders