Institutional Ownership Listed Fds Tr Trueshares Struc (JANZ)
This table provides information about the institutional ownership of Listed Fds Tr Trueshares Struc (JANZ). We have compiled data on the 31 institutions that hold shares in the stock, with a total of 946,668 shares, which have been reported (via 13F filing form) to have a value of $30.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
336,133
shares
|
$10.7 Million
0.11% of portfolio
|
Q4 2024
Added 12.07%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Apr 17, 2025 Q1 2025 |
254,325
shares
|
$8.09 Million
7.13% of portfolio
|
Q1 2025
Added 2937.8%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
155,457
shares
|
$4.94 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
47,357
shares
|
$1.51 Million
1.43% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
25,131
shares
|
$799,165
0.24% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Jan 29, 2025 Q4 2024 |
19,621
shares
|
$623,947
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
15,856
shares
|
$504,220
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
14,282
shares
|
$454,167
0.15% of portfolio
|
Q4 2024
Added 40.34%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
11,240
shares
|
$357,432
0.15% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
9,799
shares
|
$311,608
0.12% of portfolio
|
Q4 2024
Added 17.21%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,655
shares
|
$307,029
0.11% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
9,029
shares
|
$287,122
0.04% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
8,870
shares
|
$282,066
0.1% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
7,515
shares
|
$238,977
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
7,032
shares
|
$223,617
0.02% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
6,223
shares
|
$197,891
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
3,937
shares
|
$125,196
0.09% of portfolio
|
Q3 2022
Added 208.3%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
2,031
shares
|
$64,585
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
936
shares
|
$29,764
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
856
shares
|
$27,220
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
483
shares
|
$15,359
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
471
shares
|
$14,977
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
146
shares
|
$4,642
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
121
shares
|
$3,847
0.0% of portfolio
|
Q4 2024
Reduced 30.46%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
63
shares
|
$2,003
0.0% of portfolio
|
Q4 2024
New holding
|