Institutional Ownership Listed Fds Tr Stf Tactical Gro (TUGN)
This table provides information about the institutional ownership of Listed Fds Tr Stf Tactical Gro (TUGN). We have compiled data on the 14 institutions that hold shares in the stock, with a total of 1.19 Million shares, which have been reported (via 13F filing form) to have a value of $30.5 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Q3 Asset Management
|
Sep 03, 2025 Q2 2025 |
613,075
shares
|
$15.7 Million
5.33% of portfolio
|
Q2 2025
Added 18.78%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
362,488
shares
|
$9.31 Million
1.02% of portfolio
|
Q2 2025
Added 1.18%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
74,640
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
53,350
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2025
Added 0.95%
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
38,393
shares
|
$986,316
0.13% of portfolio
|
Q2 2025
Added 5.52%
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
20,949
shares
|
$538,179
0.0% of portfolio
|
Q2 2025
Added 35.36%
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
17,497
shares
|
$449,497
0.14% of portfolio
|
Q2 2025
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
8,608
shares
|
$221,139
0.0% of portfolio
|
Q2 2025
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
4,615
shares
|
$118,559
0.0% of portfolio
|
Q2 2025
Reduced 42.57%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
176
shares
|
$4,521
0.0% of portfolio
|
Q2 2025
New holding
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3
shares
|
$77
0.0% of portfolio
|
Q2 2025
New holding
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$25
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$25
0.0% of portfolio
|
Q2 2025
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
|