Institutional Ownership Listed Fds Tr Dividends Perfor (IPDP)
This table provides information about the institutional ownership of Listed Fds Tr Dividends Perfor (IPDP). We have compiled data on the 7 institutions that hold shares in the stock, with a total of 2.03 Million shares, which have been reported (via 13F filing form) to have a value of $41.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,008,207
shares
|
$20.5 Million
1.79% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,003,752
shares
|
$20.4 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
14,537
shares
|
$295,101
0.11% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,225
shares
|
$24,867
0.0% of portfolio
|
Q2 2024
Reduced 10.91%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
750
shares
|
$15,225
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
29
shares
|
$588
0.0% of portfolio
|
Q1 2025
Reduced 74.11%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|