Institutional Ownership Listed Fds Tr Stf Tactical Gro (TUGN)
This table provides information about the institutional ownership of Listed Fds Tr Stf Tactical Gro (TUGN). We have compiled data on the 14 institutions that hold shares in the stock, with a total of 1.13 Million shares, which have been reported (via 13F filing form) to have a value of $26.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Q3 Asset Management
|
May 01, 2025 Q1 2025 |
516,162
shares
|
$12.1 Million
7.62% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
358,276
shares
|
$8.37 Million
0.79% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
77,290
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
52,850
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.43%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
36,386
shares
|
$849,613
0.12% of portfolio
|
Q1 2025
Added 239.8%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
18,646
shares
|
$435,384
0.03% of portfolio
|
Q1 2025
Added 31.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
17,108
shares
|
$399,471
0.0% of portfolio
|
Q1 2025
Added 23.92%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
16,282
shares
|
$380,184
0.0% of portfolio
|
Q1 2025
Added 26.15%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
15,477
shares
|
$361,387
0.0% of portfolio
|
Q1 2025
Added 27.58%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
12,767
shares
|
$298,109
0.0% of portfolio
|
Q1 2025
Added 20.51%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
8,036
shares
|
$187,640
0.01% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,250
shares
|
$52,537
0.0% of portfolio
|
Q1 2025
Added 202.42%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$23
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|