LISTED FD TR
CUSIP 53656F664
Listed Fd Tr has 2 institutional holders in Filings Flow’s 13F database, together reporting 12.0K shares worth $521,363 as of Q4 2025. The largest reported holders are Mid-American Wealth Advisory Group, Inc., Ae Wealth Management LLC, and Wealth Enhancement Advisory Services, LLC.
Institutional Holders
2
Q4 2025
Reported Value
$521,363
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Mid-American Wealth Advisory Group, Inc.$277M AUM | 2.16% | $5M | 104.6K | Q2 2025OLDER |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.80% | $3M | 58.6K | Q2 2025OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.76% | $2M | 37.8K | Q1 2025OLDER |
| TrueMark Investments, LLC$514M AUM | 0.54% | $3M | 57.6K | Q2 2025OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.24% | $837,629 | 20.9K | Q1 2025OLDER |
| INSIGHT 2811, INC.$239M AUM | 0.20% | $430,528 | 9.9K | Q2 2025OLDER |
| FWG Investments, LLC.$157M AUM | 0.18% | $234,403 | 5.4K | Q2 2025OLDER |
| Weaver Consulting Group$420M AUM | 0.17% | $616,525 | 14.2K | Q2 2025OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.17% | $591,731 | 14.8K | Q2 2025OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.15% | $373,201 | 9.3K | Q1 2025OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.08% | $76,125 | 1.9K | Q1 2025OLDER |
| SMART Wealth LLC$341M AUM | 0.08% | $254,303 | 5.8K | Q2 2025OLDER |
| Great Lakes Retirement, Inc.$967M AUM | 0.04% | $298,922 | 7.5K | Q1 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.03% | $4M | 91.1K | Q2 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.02% | $272,096 | 6.3K | Q2 2025OLDER |
| Lord & Richards Wealth Management, LLC$114M AUM | 0.02% | $19,252 | 480 | Q1 2025OLDER |
| LifeWealth Investments, LLC$374M AUM | 0.02% | $228,328 | 5.7K | Q4 2025 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $861,002 | 21.5K | Q1 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $293,035 | 6.3K | Q4 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $3M | 62.2K | Q3 2025OLDER |
| Pineridge Advisors LLC$350M AUM | 0.00% | $4,058 | 101 | Q1 2025OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.00% | $2,071 | 52 | Q1 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $663,491 | 16.6K | Q1 2025OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 0.00% | $746 | 19 | Q1 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $8,303 | 191 | Q2 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $123,640 | 2.8K | Q3 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $435 | 10 | Q2 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $220,176 | 5.1K | Q2 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $305,421 | 7.0K | Q2 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $763 | 18 | Q2 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $192,399 | 4.4K | Q2 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $35,602 | 819 | Q2 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $49 | 1 | Q2 2025OLDER |
| CWM, LLC$38.1B AUM | — | $0 | 5 | Q1 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.