LISTED FD TR shareholder history

Current and past LISTED FD TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Beacon Pointe Advisors, LLC 12120.06%0.46%0.98%Q4 2020Q3 202312
ENVESTNET ASSET MANAGEMENT INC 11110.00%0.01%0.01%Q1 2021Q3 202311
Cambridge Investment Research Advisors, Inc. 11110.00%0.01%0.02%Q1 2021Q3 202311
CREATIVE FINANCIAL DESIGNS INC /ADV 11110.01%0.06%0.09%Q1 2021Q3 202311
OSAIC HOLDINGS, INC. 11110.00%0.02%0.05%Q1 2021Q3 202311
COMMONWEALTH EQUITY SERVICES, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Parallel Advisors, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Clear Creek Financial Management, LLC 990.04%0.11%0.19%Q3 2021Q3 20239
Kingsview Wealth Management, LLC 630.01%0.01%0.02%Q2 2021Q3 20239
Claybrook Capital, LLC 990.21%0.66%0.83%Q3 2021Q3 20239
STIFEL FINANCIAL CORP 880.00%0.00%0.00%Q4 2021Q3 20238
RETIREMENT GUYS FORMULA LLC 884.40%6.81%10.16%Q4 2021Q3 20238
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.00%Q1 2021Q3 20238
Clearview Wealth Advisors LLC 880.03%0.37%0.48%Q4 2021Q3 20238
CreativeOne Wealth, LLC 770.07%0.11%0.17%Q4 2021Q2 20237
Orion Portfolio Solutions, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Spire Wealth Management 770.00%0.02%0.05%Q1 2022Q3 20237
CWM, LLC 770.00%0.01%0.07%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 660.00%0.01%0.01%Q2 2022Q3 20236
AVANTAX ADVISORY SERVICES, INC. 510.00%0.00%0.01%Q1 2022Q3 20236
UBS Group AG 310.00%0.00%0.00%Q2 2021Q3 20236
Baird Financial Group, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
LPL Financial LLC 660.00%0.00%0.00%Q2 2022Q3 20236
JANE STREET GROUP, LLC 410.00%0.00%0.00%Q4 2021Q1 20235
TCWP LLC 310.36%1.19%1.96%Q2 2022Q2 20234
OLD MISSION CAPITAL LLC 210.01%0.01%0.02%Q4 2021Q1 20234
NEXT Financial Group, Inc 440.00%0.00%0.01%Q1 2021Q4 20214
Syntegra Private Wealth Group, LLC 440.09%0.14%0.17%Q4 2022Q3 20234
Golden State Equity Partners 330.10%0.12%0.12%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
J.W. COLE ADVISORS, INC. 210.12%0.20%0.30%Q2 2021Q1 20223
FMR LLC 110.00%0.00%0.00%Q1 2022Q3 20222
Cetera Advisor Networks LLC 220.01%0.01%0.01%Q1 2022Q2 20222
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 220.09%0.10%0.10%Q1 2022Q2 20222
Atria Investments, Inc 220.02%0.03%0.04%Q2 2023Q3 20232
Grant/GrossMendelsohn, LLC 222.99%3.04%3.09%Q3 2021Q4 20212
Epic Trust Investment Advisors, LLC 220.32%0.34%0.35%Q4 2021Q1 20222
Kestra Advisory Services, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
CGN Advisors LLC 110.05%0.05%0.05%Q2 2022Q2 20221
Financial Gravity Asset Management, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
MORGAN STANLEY 110.00%0.00%0.00%Q2 2022Q2 20221
MGO ONE SEVEN LLC 110.12%0.12%0.12%Q1 2023Q1 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Dynamic Advisor Solutions LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Advisory Services Network, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Advisor Resource Council 110.16%0.16%0.16%Q3 2023Q3 20231
ROYAL BANK OF CANADA 110.00%0.00%0.00%Q2 2022Q2 20221
KICKSTAND VENTURES, LLC. 110.73%0.73%0.73%Q3 2023Q3 20231
Swan Global Investments, LLC 111.92%1.92%1.92%Q3 2023Q3 20231
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q1 2023Q1 20231
CHILTON CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Brookstone Capital Management 110.08%0.08%0.08%Q3 2021Q3 20211
Fortitude Advisory Group L.L.C. 110.00%0.00%0.00%Q4 2021Q4 20211
External links

This page lists all the filers that currently own LISTED FD TR or have owned LISTED FD TR in the past.