Institutional Ownership Listed Fds Tr Trueshares Struc (MARZ)
This table provides information about the institutional ownership of Listed Fds Tr Trueshares Struc (MARZ). We have compiled data on the 22 institutions that hold shares in the stock, with a total of 492,027 shares, which have been reported (via 13F filing form) to have a value of $15.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
149,003
shares
|
$4.66 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
97,617
shares
|
$3.05 Million
0.78% of portfolio
|
Q1 2025
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
66,719
shares
|
$2.09 Million
1.09% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
55,504
shares
|
$1.74 Million
0.57% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
50,265
shares
|
$1.57 Million
1.39% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
27,066
shares
|
$846,353
0.24% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
19,154
shares
|
$598,945
0.19% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
12,376
shares
|
$386,997
0.15% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
9,996
shares
|
$312,574
0.04% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,381
shares
|
$43,183
0.0% of portfolio
|
Q1 2025
Reduced 65.83%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
559
shares
|
$17,479
0.02% of portfolio
|
Q1 2025
Added 350.81%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
527
shares
|
$16,479
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
504
shares
|
$15,760
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
360
shares
|
$11,257
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
300
shares
|
$9,381
0.0% of portfolio
|
Q1 2025
Reduced 80.46%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
297
shares
|
$9,287
0.01% of portfolio
|
Q1 2025
Added 82.21%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
161
shares
|
$5,034
0.01% of portfolio
|
Q1 2025
Reduced 68.86%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
137
shares
|
$4,283
0.0% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
69
shares
|
$2,157
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
26
shares
|
$813
0.0% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
6
shares
|
$187
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|