LISTED FD TR's ticker is HEGD and the CUSIP is 53656F599.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $306,796 | – | 16,936 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 580,431 | $9,891,000 | 10.16% |
| TCWP LLC | 205,299 | $3,498,000 | 0.74% |
| Claybrook Capital, LLC | 66,000 | $1,125,000 | 0.66% |
| Clearview Wealth Advisors LLC | 34,323 | $585,000 | 0.44% |
| Beacon Pointe Advisors, LLC | 1,096,239 | $18,680,000 | 0.39% |
| Clear Creek Financial Management, LLC | 52,783 | $899,000 | 0.19% |
| CreativeOne Wealth, LLC | 166,580 | $2,839,000 | 0.15% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 11,483 | $196,000 | 0.10% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 33,029 | $563,000 | 0.09% |
| CGN Advisors LLC | 11,117 | $189,000 | 0.05% |