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 23 institutions that hold shares in the stock, with a total of 402,675 shares, which have been reported (via 13F filing form) to have a value of $15.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
104,634
shares
|
$4.07 Million
2.16% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
91,083
shares
|
$3.54 Million
0.03% of portfolio
|
Q2 2025
Reduced 55.04%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
58,588
shares
|
$2.28 Million
0.89% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Jul 29, 2025 Q2 2025 |
57,604
shares
|
$2.24 Million
0.54% of portfolio
|
Q2 2025
Added 132.87%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
14,753
shares
|
$573,744
0.18% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
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 |
Aug 11, 2025 Q2 2025 |
9,904
shares
|
$385,166
0.18% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
9,122
shares
|
$354,754
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
7,026
shares
|
$273,241
0.0% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Jul 31, 2025 Q2 2025 |
6,505
shares
|
$252,979
0.36% of portfolio
|
Q2 2025
Reduced 10.3%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
6,259
shares
|
$243,412
0.02% of portfolio
|
Q1 2025
Reduced 17.43%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
5,850
shares
|
$227,506
0.08% of portfolio
|
Q2 2025
Reduced 28.05%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
5,392
shares
|
$209,694
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
5,065
shares
|
$196,977
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
3,650
shares
|
$141,948
0.0% of portfolio
|
Q2 2025
Added 32.73%
|
|
|
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%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
819
shares
|
$31,850
0.0% of portfolio
|
Q2 2025
Added 212.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
191
shares
|
$7,427
0.0% of portfolio
|
Q1 2025
Reduced 81.16%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
120
shares
|
$4,666
0.01% of portfolio
|
Q1 2025
Reduced 68.75%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
18
shares
|
$700
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
10
shares
|
$388
0.0% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$38
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|