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 37 institutions that hold shares in the stock, with a total of 637,053 shares, which have been reported (via 13F filing form) to have a value of $24.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
202,587
shares
|
$7.88 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
108,092
shares
|
$4.2 Million
2.33% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
59,177
shares
|
$2.3 Million
0.96% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
37,812
shares
|
$1.47 Million
1.34% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
24,737
shares
|
$962,021
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
21,467
shares
|
$834,851
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
20,884
shares
|
$812,178
0.24% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
20,249
shares
|
$787,483
0.0% of portfolio
|
Q1 2025
Reduced 65.27%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
16,592
shares
|
$645,262
0.0% of portfolio
|
Q1 2025
Added 122.62%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
14,753
shares
|
$573,744
0.19% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
14,389
shares
|
$559,588
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
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 |
May 12, 2025 Q1 2025 |
9,904
shares
|
$385,166
0.19% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
9,304
shares
|
$361,832
0.15% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
9,122
shares
|
$354,754
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
8,131
shares
|
$316,214
0.12% of portfolio
|
Q1 2025
Added 17.76%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
7,453
shares
|
$289,847
0.04% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
7,403
shares
|
$287,902
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Apr 28, 2025 Q1 2025 |
7,252
shares
|
$282,030
0.38% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
6,259
shares
|
$243,412
0.02% of portfolio
|
Q1 2025
Reduced 17.43%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
5,716
shares
|
$222,295
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
5,065
shares
|
$196,977
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,750
shares
|
$106,947
0.0% of portfolio
|
Q1 2025
Reduced 74.65%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,898
shares
|
$73,813
0.08% of portfolio
|
Q1 2025
Added 25.95%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
480
shares
|
$18,667
0.02% of portfolio
|
Q1 2025
New holding
|