LISTED FD TR shareholder history

Current and past LISTED FD TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 10100.00%0.00%0.00%Q2 2021Q3 202326
SUSQUEHANNA INTERNATIONAL GROUP, LLP 10100.00%0.00%0.00%Q2 2021Q3 202316
Cutler Group LLC / CA 880.00%0.00%0.01%Q2 2021Q1 202315
Pekin Hardy Strauss, Inc. 11110.46%0.67%0.79%Q1 2021Q3 202311
TrinityPoint Wealth, LLC 11110.62%1.78%2.96%Q1 2021Q3 202311
NewEdge Wealth, LLC 11110.11%0.36%0.50%Q1 2021Q3 202311
HORIZON KINETICS ASSET MANAGEMENT LLC 11110.03%0.05%0.06%Q1 2021Q3 202311
PECAUT & CO. 11110.79%1.88%2.59%Q1 2021Q3 202311
FIRST MANHATTAN CO. LLC. 11110.00%0.00%0.00%Q1 2021Q3 202311
Carlton Hofferkamp & Jenks Wealth Management, LLC 11110.13%0.50%0.72%Q1 2021Q3 202311
Steward Partners Investment Advisory, LLC 11110.00%0.02%0.02%Q1 2021Q3 202311
Sugarloaf Wealth Management, LLC 11110.00%2.13%2.82%Q1 2021Q3 202311
OSAIC HOLDINGS, INC. 11110.00%0.00%0.01%Q1 2021Q3 202311
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 11110.00%0.00%0.00%Q1 2021Q3 202311
Moors & Cabot, Inc. 11110.09%0.26%0.37%Q1 2021Q3 202311
One Charles Private Wealth Services, LLC 11115.34%6.67%7.85%Q1 2021Q3 202311
ROYAL BANK OF CANADA 11110.00%0.00%0.01%Q1 2021Q3 202311
Kestra Advisory Services, LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
PNC FINANCIAL SERVICES GROUP, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
SCHWARTZ INVESTMENT COUNSEL INC 10100.01%0.02%0.02%Q2 2021Q3 202310
New England Private Wealth Advisors LLC 10100.42%1.56%3.01%Q2 2021Q3 202310
Raymond James Financial Services Advisors, Inc. 10100.00%0.01%0.02%Q2 2021Q3 202310
TMD Wealth Management, LLC 10103.19%4.14%6.06%Q2 2021Q3 202310
WELLS FARGO & COMPANY/MN 10100.00%0.00%0.01%Q2 2021Q3 202310
RAYMOND JAMES & ASSOCIATES 10100.01%0.01%0.01%Q2 2021Q3 202310
Baker Ellis Asset Management LLC 10100.05%0.15%0.26%Q2 2021Q3 202310
JANE STREET GROUP, LLC 820.00%0.00%0.00%Q1 2021Q3 202310
IFP Advisors, Inc 10100.01%0.03%0.05%Q2 2021Q3 202310
Lowe Wealth Advisors, LLC 10100.66%2.63%3.37%Q3 2021Q4 202310
Crescent Grove Advisors, LLC 10100.03%0.03%0.03%Q2 2021Q3 202310
OLD MISSION CAPITAL LLC 820.01%0.06%0.17%Q1 2021Q3 202310
UNITED CAPITAL FINANCIAL ADVISORS, LLC 10100.00%0.01%0.01%Q1 2021Q2 202310
Janney Montgomery Scott LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
CAPTRUST FINANCIAL ADVISORS 10100.00%0.03%0.05%Q2 2021Q3 202310
MORGAN STANLEY 10100.00%0.00%0.00%Q2 2021Q3 202310
EQUITABLE TRUST CO 10101.57%3.97%5.74%Q2 2021Q3 202310
COMMONWEALTH EQUITY SERVICES, LLC 10100.00%0.02%0.04%Q2 2021Q3 202310
Fiduciary Planning LLC 10100.18%3.24%4.48%Q2 2021Q3 202310
DAVENPORT & Co LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
Cetera Advisors LLC 10100.01%0.10%0.18%Q2 2021Q3 202310
PARSONS CAPITAL MANAGEMENT INC/RI 10100.02%0.09%0.15%Q2 2021Q3 202310
Arcus Capital Partners, LLC 10100.30%0.42%0.76%Q2 2021Q3 202310
JNBA Financial Advisors 10100.01%0.67%1.08%Q2 2021Q3 202310
Evanson Asset Management, LLC 10100.02%0.03%0.03%Q2 2021Q3 202310
EagleClaw Capital Managment, LLC 10100.26%0.44%0.55%Q2 2021Q3 202310
Allegheny Financial Group LTD 990.84%2.19%2.76%Q3 2021Q3 20239
Cetera Advisor Networks LLC 990.00%0.01%0.01%Q3 2021Q3 20239
OPPENHEIMER & CO INC 990.01%0.03%0.08%Q3 2021Q3 20239
UBS Group AG 990.00%0.01%0.01%Q3 2021Q3 20239
Abacus Planning Group, Inc. 990.26%0.56%0.79%Q3 2021Q3 20239
Johnson Financial Group, Inc. 990.00%0.00%0.00%Q2 2021Q2 20239
ONE PLUS ONE WEALTH MANAGEMENT, LLC 990.52%1.05%1.36%Q3 2021Q3 20239
Aptus Capital Advisors, LLC 990.17%0.86%1.12%Q3 2021Q3 20239
SHUFRO ROSE & CO LLC 991.30%2.20%3.31%Q3 2021Q3 20239
WEALTHSOURCE PARTNERS, LLC 990.03%0.14%0.21%Q3 2021Q3 20239
HighTower Advisors, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Creative Planning 880.00%0.00%0.00%Q3 2021Q2 20238
Autumn Glory Partners, LLC 880.16%0.27%0.56%Q4 2021Q3 20238
US BANCORP \DE\ 880.00%0.00%0.00%Q4 2021Q3 20238
GARRISON POINT ADVISORS, LLC 880.17%0.25%0.28%Q4 2021Q3 20238
ENVESTNET ASSET MANAGEMENT INC 880.00%0.00%0.00%Q4 2021Q3 20238
B. Riley Wealth Advisors, Inc. 880.01%0.02%0.03%Q4 2021Q3 20238
JPMORGAN CHASE & CO 880.00%0.01%0.02%Q4 2021Q3 20238
Wealthspire Advisors, LLC 880.02%0.04%0.05%Q4 2021Q3 20238
BANK OF AMERICA CORP /DE/ 880.00%0.00%0.00%Q4 2021Q3 20238
BOENNING & SCATTERGOOD, INC. 880.13%0.21%0.26%Q1 2021Q4 20228
GUARDIAN WEALTH ADVISORS, LLC / NC 880.61%2.17%2.99%Q4 2021Q3 20238
Cresset Asset Management, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Meixler Investment Management, Ltd. 880.48%0.56%0.65%Q4 2021Q3 20238
Cambridge Investment Research Advisors, Inc. 880.00%0.01%0.02%Q4 2021Q3 20238
NCM Capital Management, LLC 880.47%1.04%1.67%Q4 2021Q3 20238
Rockefeller Capital Management L.P. 880.01%0.05%0.11%Q4 2021Q3 20238
FLOW TRADERS U.S. LLC 530.03%0.10%0.19%Q2 2021Q2 20238
Ameritas Advisory Services, LLC 880.04%0.11%0.34%Q4 2021Q3 20238
JFS WEALTH ADVISORS, LLC 880.01%0.02%0.05%Q2 2021Q1 20238
INTREPID FAMILY OFFICE LLC 883.56%4.77%7.43%Q4 2021Q3 20238
TWIN FOCUS CAPITAL PARTNERS, LLC 880.26%1.69%2.33%Q4 2021Q3 20238
Apexium Financial, LP 880.02%0.07%0.14%Q4 2021Q3 20238
INSIGHT 2811, INC. 770.34%0.57%0.66%Q1 2022Q3 20237
Stratos Wealth Advisors, LLC 520.10%0.13%0.21%Q2 2021Q3 20237
Spectrum Management Group, LLC 770.01%0.01%0.02%Q1 2021Q3 20227
TD Waterhouse Canada Inc. 520.00%0.00%0.00%Q4 2021Q3 20237
Spire Wealth Management 770.00%0.07%0.11%Q1 2022Q3 20237
MML INVESTORS SERVICES, LLC 770.00%0.01%0.02%Q4 2021Q2 20237
Atria Investments, Inc 770.03%0.04%0.06%Q2 2021Q4 20227
Auxano Advisors, LLC 770.33%1.83%2.82%Q1 2022Q3 20237
Engrave Wealth Partners LLC 772.92%3.15%3.37%Q1 2022Q3 20237
Kore Private Wealth LLC 770.24%0.39%0.60%Q1 2021Q3 20227
Front Row Advisors LLC 770.04%0.04%0.04%Q1 2022Q3 20237
Global Retirement Partners, LLC 770.00%0.01%0.02%Q1 2022Q3 20237
PRW Wealth Management LLC 770.08%0.25%0.63%Q1 2022Q3 20237
Ancora Advisors LLC 770.00%0.01%0.02%Q4 2021Q2 20237
MACROVIEW INVESTMENT MANAGEMENT LLC 772.58%3.06%3.37%Q1 2022Q3 20237
NewEdge Advisors, LLC 610.00%0.01%0.02%Q3 2021Q3 20237
Kingsview Wealth Management, LLC 410.01%0.01%0.02%Q3 2021Q3 20237
AXXCESS WEALTH MANAGEMENT, LLC 770.03%0.07%0.09%Q1 2022Q3 20237
American Portfolios Advisors 770.00%0.01%0.03%Q1 2021Q3 20227
XML Financial, LLC 770.64%0.76%1.08%Q2 2021Q4 20227
SILVER OAK SECURITIES, INCORPORATED 770.04%0.26%0.39%Q1 2022Q3 20237
MBE Wealth Management, LLC 660.32%0.43%0.60%Q2 2022Q3 20236
Hudock, Inc. 660.01%0.01%0.02%Q2 2021Q3 20226
SimpliFi, Inc. 660.98%1.04%1.09%Q4 2021Q1 20236
AlphaMark Advisors, LLC 660.04%0.05%0.07%Q3 2021Q4 20226
LPL Financial LLC 660.00%0.01%0.02%Q2 2022Q3 20236
Orion Portfolio Solutions, LLC 330.00%0.01%0.01%Q3 2021Q3 20236
IHT Wealth Management, LLC 660.02%0.02%0.02%Q2 2022Q3 20236
MONEY CONCEPTS CAPITAL CORP 660.55%1.10%1.92%Q4 2021Q1 20236
WASHINGTON TRUST Co 660.00%0.00%0.00%Q2 2022Q3 20236
Old Port Advisors 510.18%0.42%0.67%Q1 2022Q3 20236
PINNACLE ASSOCIATES LTD 660.00%0.01%0.01%Q2 2022Q3 20236
CWM, LLC 330.00%0.00%0.00%Q4 2021Q3 20236
Accel Wealth Management 660.00%0.00%0.00%Q4 2021Q1 20236
CULLEN/FROST BANKERS, INC. 660.10%0.11%0.12%Q2 2022Q3 20236
Clearstead Advisors, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Financial Management Professionals, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 420.03%0.04%0.04%Q2 2021Q3 20236
WealthPLAN Partners, LLC 330.02%0.35%0.76%Q3 2021Q2 20236
BANK OF MONTREAL /CAN/ 420.00%0.00%0.00%Q4 2021Q3 20236
PFG Advisors 660.08%0.11%0.14%Q1 2022Q2 20236
THEORY FINANCIAL LLC 332.06%2.24%2.49%Q4 2021Q2 20236
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 320.00%0.00%0.00%Q2 2022Q3 20235
InterOcean Capital Group, LLC 550.01%0.20%0.32%Q3 2022Q3 20235
FMR LLC 310.00%0.00%0.00%Q1 2022Q3 20235
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Fort Point Capital Partners LLC 550.05%0.10%0.15%Q3 2022Q3 20235
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q2 2021Q1 20235
AJ WEALTH STRATEGIES, LLC 550.05%0.05%0.06%Q2 2022Q2 20235
Fernwood Investment Management, LLC 550.20%0.24%0.28%Q3 2022Q3 20235
Qube Research & Technologies Ltd 210.00%0.00%0.00%Q1 2022Q3 20235
Solstein Capital, LLC 410.07%0.10%0.20%Q1 2021Q3 20235
WMS Partners, LLC 550.11%0.17%0.27%Q2 2021Q2 20225
Edge Capital Group, LLC 550.38%0.50%0.56%Q3 2022Q3 20235
Vivaldi Capital Management LP 550.26%0.28%0.32%Q1 2022Q1 20235
Parallel Advisors, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
Visionary Wealth Advisors 550.02%0.02%0.03%Q1 2022Q1 20235
Sowell Financial Services LLC 320.07%0.10%0.13%Q2 2021Q4 20225
WealthPlan Investment Management, LLC 410.02%0.17%0.76%Q1 2022Q2 20235
Compass Ion Advisors, LLC 550.22%1.54%1.91%Q3 2022Q3 20235
S.C. Financial Services, Inc. 550.28%0.49%0.83%Q4 2021Q4 20225
Ulland Investment Advisors, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Covestor Ltd 440.00%0.00%0.00%Q4 2022Q3 20234
Meristem Family Wealth, LLC 440.02%0.03%0.04%Q2 2021Q1 20224
Atlas Wealth Partners, LLC 448.51%14.97%19.04%Q4 2022Q3 20234
Ausdal Financial Partners, Inc. 210.03%0.07%0.18%Q3 2021Q1 20234
Cetera Investment Advisers 440.00%0.00%0.00%Q4 2022Q3 20234
KMG FIDUCIARY PARTNERS, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Meadow Creek Wealth Advisors LLC 440.29%0.34%0.37%Q4 2021Q3 20224
Sigma Planning Corp 440.01%0.02%0.03%Q4 2022Q3 20234
STAR Financial Bank 440.85%0.97%1.10%Q4 2022Q3 20234
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Financial Freedom, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
FIRST FOUNDATION ADVISORS 440.04%0.11%0.29%Q2 2022Q1 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CREATIVE FINANCIAL DESIGNS INC /ADV 440.01%0.01%0.02%Q4 2022Q3 20234
Sentinus, LLC 440.31%0.38%0.44%Q3 2022Q2 20234
Renaissance Technologies 440.00%0.00%0.01%Q2 2021Q1 20224
STEEL GROVE CAPITAL ADVISORS, LLC 440.84%0.94%1.06%Q4 2022Q3 20234
Lionsbridge Wealth Management LLC 440.84%1.57%2.33%Q2 2022Q1 20234
TRUIST FINANCIAL CORP 440.00%0.00%0.00%Q2 2021Q1 20224
TCP Asset Management, LLC 440.09%0.14%0.24%Q4 2022Q3 20234
Private Advisor Group, LLC 440.00%0.01%0.01%Q1 2022Q4 20224
PRUDENTIAL FINANCIAL INC 440.00%0.00%0.00%Q4 2021Q3 20224
Meridian Wealth Advisors, LLC 440.13%0.15%0.16%Q2 2021Q1 20224
Vantage Financial Partners, LLC 440.00%0.17%0.26%Q4 2021Q3 20224
BENJAMIN F. EDWARDS & COMPANY, INC. 440.00%0.00%0.00%Q2 2021Q1 20224
WOLVERINE TRADING, LLC 220.00%0.00%0.00%Q2 2021Q3 20214
JDM Financial Group LLC 440.00%0.01%0.01%Q4 2022Q3 20234
GYL FINANCIAL SYNERGIES, LLC 330.09%0.10%0.12%Q1 2023Q3 20233
1900 WEALTH MANAGEMENT LLC 330.02%0.02%0.02%Q2 2021Q4 20213
Robertson Stephens Wealth Management, LLC 330.04%0.04%0.04%Q1 2022Q3 20223
Avior Wealth Management, LLC 330.00%0.01%0.02%Q1 2023Q3 20233
Truepoint, Inc. 330.01%0.02%0.03%Q2 2022Q4 20223
Defender Capital, LLC. 330.15%0.18%0.20%Q1 2023Q3 20233
Bank of New York Mellon Corp 330.00%0.00%0.00%Q1 2023Q3 20233
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 330.15%0.17%0.19%Q2 2022Q4 20223
LAKE STREET ADVISORS GROUP, LLC 330.02%0.02%0.02%Q3 2022Q1 20233
Atria Wealth Solutions, Inc. 330.00%0.00%0.01%Q1 2022Q3 20223
Stratos Wealth Partners, LTD. 330.01%0.01%0.02%Q1 2023Q3 20233
Sowa Financial Group, Inc. 330.23%0.25%0.28%Q1 2022Q3 20223
Delta Investment Management, LLC 330.07%0.08%0.09%Q2 2022Q4 20223
Belpointe Asset Management LLC 330.00%0.01%0.01%Q3 2022Q1 20233
LEAVELL INVESTMENT MANAGEMENT, INC. 330.22%0.24%0.26%Q4 2021Q2 20223
Advisor Resource Council 330.14%0.36%0.76%Q3 2022Q1 20233
HUNTINGTON NATIONAL BANK 330.00%0.00%0.00%Q1 2023Q3 20233
BEAM WEALTH ADVISORS, INC. 330.19%0.63%0.90%Q1 2021Q3 20213
Proficio Capital Partners LLC 210.09%0.23%0.30%Q2 2021Q2 20223
Buck Wealth Strategies, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
STEPHENS INC /AR/ 330.01%0.02%0.03%Q1 2022Q3 20223
Savant Capital, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Waterloo Capital, L.P. 330.11%0.81%1.19%Q1 2023Q3 20233
TWO SIGMA SECURITIES, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Kingfisher Capital LLC 220.05%0.05%0.06%Q4 2021Q1 20222
Advisory Services Network, LLC 220.03%0.05%0.06%Q1 2023Q2 20232
U.S. Capital Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q2 2021Q4 20212
Ahrens Investment Partners LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Newport Wealth Strategies, Inc. 220.16%0.23%0.30%Q2 2021Q3 20212
High Net Worth Advisory Group LLC 220.03%0.03%0.03%Q4 2021Q1 20222
Newman Dignan & Sheerar, Inc. 110.04%0.05%0.07%Q1 2022Q4 20222
Great Diamond Partners, LLC 220.08%0.09%0.10%Q4 2022Q1 20232
Danda Trouve Investment Management, Inc. 220.02%0.04%0.06%Q2 2021Q3 20212
Atomi Financial Group, Inc. 220.13%0.15%0.17%Q1 2023Q2 20232
Lion Street Advisors, LLC 110.07%0.09%0.11%Q1 2023Q3 20232
Trek Financial, LLC 220.04%0.05%0.06%Q2 2021Q3 20212
Lunt Capital Management, Inc. 220.11%0.13%0.14%Q2 2023Q3 20232
Wealthcare Advisory Partners LLC 220.03%0.03%0.03%Q2 2021Q3 20212
Deane Retirement Strategies, Inc. 221.00%1.02%1.03%Q4 2022Q1 20232
Financial Architects, Inc 220.06%0.08%0.11%Q4 2021Q1 20222
BREWIN DOLPHIN LTD 220.00%0.00%0.00%Q2 2021Q3 20212
Koshinski Asset Management, Inc. 220.00%0.01%0.01%Q3 2021Q4 20212
Bartlett & Co. LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Axim Planning & Wealth 220.03%0.05%0.07%Q2 2022Q3 20222
Prospera Financial Services Inc 220.00%0.00%0.00%Q1 2022Q2 20222
Pinnacle Wealth Management Group, Inc. 220.95%1.19%1.42%Q3 2021Q4 20212
Sargent Bickham Lagudis LLC 220.00%0.00%0.00%Q3 2022Q4 20222
TriaGen Wealth Management LLC 220.83%0.91%0.99%Q1 2022Q2 20222
WEDBUSH SECURITIES INC 220.04%0.05%0.06%Q4 2021Q1 20222
Capital Advisory Group Advisory Services, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
B. Riley Wealth Management, Inc. 110.48%0.48%0.48%Q2 2022Q2 20221
Caption Management, LLC 110.27%0.27%0.27%Q2 2021Q2 20211
NOMURA ASSET MANAGEMENT CO LTD 110.01%0.01%0.01%Q2 2022Q2 20221
PRIVATE TRUST CO NA 110.01%0.01%0.01%Q3 2023Q3 20231
AE Wealth Management LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Herold Advisors, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
MARK SHEPTOFF FINANCIAL PLANNING, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Tradition Wealth Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
AXS Investments LLC 110.31%0.31%0.31%Q3 2021Q3 20211
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Gradient Investments LLC 110.00%0.00%0.00%Q4 2022Q4 20221
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
IPG Investment Advisors LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Advisor OS, LLC 110.90%0.90%0.90%Q4 2021Q4 20211
Gemmer Asset Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Fortress Wealth Management, Inc. 110.78%0.78%0.78%Q4 2022Q4 20221
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q3 2022Q3 20221
OKABENA INVESTMENT SERVICES INC 110.00%0.00%0.00%Q4 2022Q4 20221
Total Clarity Wealth Management, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
REUTER JAMES WEALTH MANAGEMENT, LLC 111.34%1.34%1.34%Q1 2022Q1 20221
Family Management Corp 110.14%0.14%0.14%Q1 2022Q1 20221
Kalos Management, Inc. 110.03%0.03%0.03%Q1 2023Q1 20231
Newbridge Financial Services Group, Inc. 110.03%0.03%0.03%Q1 2021Q1 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BROWN ADVISORY INC 110.00%0.00%0.00%Q4 2022Q4 20221
MGO ONE SEVEN LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Magnus Financial Group LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Fermata Advisors, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
EUDAIMONIA ADVISORS LLC 110.42%0.42%0.42%Q4 2021Q4 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Windsor Creek Advisors, LLC 110.31%0.31%0.31%Q2 2021Q2 20211
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Quantitative Advantage, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
TIEDEMANN ADVISORS, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q1 2022Q1 20221
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q3 2023Q3 20231
Congress Wealth Management LLC / DE / 110.01%0.01%0.01%Q4 2022Q4 20221
HAP Trading, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
All Season Financial Advisors, Inc. 112.86%2.86%2.86%Q3 2021Q3 20211
AVANTAX ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
HRT FINANCIAL LP 110.00%0.00%0.00%Q2 2023Q2 20231
CALDWELL SUTTER CAPITAL, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Parkside Investments, LLC 111.70%1.70%1.70%Q4 2022Q4 20221
TSFG, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Cerity Partners LLC 110.01%0.01%0.01%Q3 2023Q3 20231
External links

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