Institutional Ownership Listed Fds Tr Roundhill Ball M (METV)
This table provides information about the institutional ownership of Listed Fds Tr Roundhill Ball M (METV). We have compiled data on the 84 institutions that hold shares in the stock, with a total of 2.17 Million shares, which have been reported (via 13F filing form) to have a value of $44.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
1,000
shares
|
$20,400
0.01% of portfolio
|
Q2 2025
Added 14185.71%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
790
shares
|
$16,115
0.01% of portfolio
|
Q1 2025
Reduced 68.27%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
693
shares
|
$14,137
0.0% of portfolio
|
Q2 2025
Reduced 95.82%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
668
shares
|
$13,627
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
647
shares
|
$13,198
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
638
shares
|
$13,015
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
600
shares
|
$12,240
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
500
shares
|
$10,200
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
500
shares
|
$10,200
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
500
shares
|
$10,200
0.0% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
400
shares
|
$8,159
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
300
shares
|
$6,120
0.0% of portfolio
|
Q1 2025
Reduced 38.52%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
300
shares
|
$6,120
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
285
shares
|
$5,814
0.0% of portfolio
|
Q3 2023
Added 3.64%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
264
shares
|
$5,385
0.0% of portfolio
|
Q2 2025
Reduced 65.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
259
shares
|
$5,283
0.0% of portfolio
|
Q1 2025
Added 232.05%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
200
shares
|
$4,079
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
200
shares
|
$4,079
0.0% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
179
shares
|
$3,651
0.0% of portfolio
|
Q2 2025
Reduced 99.04%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
175
shares
|
$3,569
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
167
shares
|
$3,406
0.0% of portfolio
|
Q2 2025
Added 9.87%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
150
shares
|
$3,060
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
138
shares
|
$2,815
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
105
shares
|
$2,142
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
100
shares
|
$2,039
0.0% of portfolio
|
Q3 2024
New holding
|