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 8 institutions that hold shares in the stock, with a total of 1.05 Million shares, which have been reported (via 13F filing form) to have a value of $20.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,014,937
shares
|
$20.1 Million
1.72% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
14,557
shares
|
$287,791
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
14,557
shares
|
$287,791
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,225
shares
|
$24,218
0.0% of portfolio
|
Q2 2024
Reduced 10.91%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
750
shares
|
$14,827
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
112
shares
|
$2,214
0.0% of portfolio
|
Q4 2024
Added 115.38%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$19
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|