Institutional Ownership Listed Fds Tr Trueshares Struc (JULZ)
This table provides information about the institutional ownership of Listed Fds Tr Trueshares Struc (JULZ). We have compiled data on the 19 institutions that hold shares in the stock, with a total of 295,113 shares, which have been reported (via 13F filing form) to have a value of $11.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
91,083
shares
|
$3.54 Million
0.03% of portfolio
|
Q2 2025
Reduced 55.04%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
62,156
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
58,588
shares
|
$2.28 Million
0.89% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Jul 29, 2025 Q2 2025 |
57,604
shares
|
$2.24 Million
0.54% of portfolio
|
Q2 2025
Added 132.87%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
14,753
shares
|
$573,744
0.18% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
14,183
shares
|
$551,576
0.19% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Aug 11, 2025 Q2 2025 |
9,904
shares
|
$385,166
0.18% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
9,122
shares
|
$354,754
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
7,026
shares
|
$273,241
0.0% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
6,259
shares
|
$243,412
0.02% of portfolio
|
Q1 2025
Reduced 17.43%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
5,850
shares
|
$227,506
0.08% of portfolio
|
Q2 2025
Reduced 28.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
5,065
shares
|
$196,977
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
2,750
shares
|
$106,947
0.0% of portfolio
|
Q2 2025
Reduced 24.66%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
819
shares
|
$31,850
0.0% of portfolio
|
Q2 2025
Added 212.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
191
shares
|
$7,427
0.0% of portfolio
|
Q1 2025
Reduced 81.16%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
18
shares
|
$700
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$38
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|