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 17 institutions that hold shares in the stock, with a total of 1.14 Million shares, which have been reported (via 13F filing form) to have a value of $24 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Q3 Asset Management
|
May 01, 2025 Q1 2025 |
516,162
shares
|
$10.9 Million
7.62% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
377,265
shares
|
$7.98 Million
0.89% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
77,290
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
52,850
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.43%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
36,386
shares
|
$769,563
0.12% of portfolio
|
Q1 2025
Added 239.8%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
16,282
shares
|
$344,364
0.0% of portfolio
|
Q1 2025
Added 26.15%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
14,232
shares
|
$301,006
0.02% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
13,806
shares
|
$291,996
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
12,131
shares
|
$256,570
0.0% of portfolio
|
Q4 2024
Added 34.77%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
10,594
shares
|
$224,063
0.0% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
8,036
shares
|
$169,961
0.01% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
744
shares
|
$15,735
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
134
shares
|
$2,834
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
124
shares
|
$2,622
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
121
shares
|
$2,559
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$21
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|