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 27 institutions that hold shares in the stock, with a total of 531,215 shares, which have been reported (via 13F filing form) to have a value of $18.8 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
|
$11.9 Million
0.11% of portfolio
|
Q4 2024
Added 12.07%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
48,947
shares
|
$1.73 Million
1.43% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
25,131
shares
|
$890,391
0.24% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Jan 29, 2025 Q4 2024 |
19,621
shares
|
$695,172
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
14,282
shares
|
$506,011
0.15% of portfolio
|
Q4 2024
Added 40.34%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
11,840
shares
|
$419,491
0.15% of portfolio
|
Q4 2024
Reduced 9.71%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
9,813
shares
|
$347,674
0.12% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
9,799
shares
|
$347,178
0.12% of portfolio
|
Q4 2024
Added 17.21%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
9,415
shares
|
$333,573
0.04% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
8,870
shares
|
$314,264
0.1% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
8,372
shares
|
$296,619
0.28% of portfolio
|
Q4 2024
Added 16.44%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
7,032
shares
|
$249,143
0.02% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 13, 2025 Q4 2024 |
6,996
shares
|
$247,868
0.14% of portfolio
|
Q4 2024
Reduced 19.33%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
6,223
shares
|
$220,480
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
3,937
shares
|
$139,487
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
|
$71,958
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
936
shares
|
$33,162
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
856
shares
|
$30,328
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
483
shares
|
$17,112
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
245
shares
|
$8,680
0.0% of portfolio
|
Q3 2024
Reduced 68.39%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
121
shares
|
$4,287
0.0% of portfolio
|
Q4 2024
Reduced 30.46%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
63
shares
|
$2,232
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
25
shares
|
$885
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
24
shares
|
$850
0.0% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
10
shares
|
$354
0.0% of portfolio
|
Q1 2024
New holding
|