Institutional Ownership Listed Fds Tr Trueshares Low V (DIVZ)
This table provides information about the institutional ownership of Listed Fds Tr Trueshares Low V (DIVZ). We have compiled data on the 8 institutions that hold shares in the stock, with a total of 4.88 Million shares, which have been reported (via 13F filing form) to have a value of $176 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
3,055,122
shares
|
$110 Million
11.39% of portfolio
|
Q2 2025
Added 16.4%
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
1,105,403
shares
|
$39.8 Million
7.51% of portfolio
|
Q4 2022
Reduced 2.82%
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
657,702
shares
|
$23.7 Million
7.63% of portfolio
|
Q1 2025
Added 2.11%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
24,675
shares
|
$887,806
0.34% of portfolio
|
Q1 2023
Reduced 72.07%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
22,322
shares
|
$803,145
0.0% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
12,786
shares
|
$460,040
0.09% of portfolio
|
Q1 2025
Reduced 42.42%
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
321
shares
|
$11,549
0.0% of portfolio
|
Q1 2025
New holding
|