Institutional Ownership Listed Fds Tr Trueshares Low V (DIVZ)
This table provides information about the institutional ownership of Listed Fds Tr Trueshares Low V (DIVZ). We have compiled data on the 19 institutions that hold shares in the stock, with a total of 5.52 Million shares, which have been reported (via 13F filing form) to have a value of $183 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
2,624,626
shares
|
$86.8 Million
10.75% of portfolio
|
Q1 2025
Added 22.65%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
1,105,403
shares
|
$36.6 Million
7.51% of portfolio
|
Q4 2022
Reduced 2.82%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
945,020
shares
|
$31.3 Million
3.47% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
657,702
shares
|
$21.8 Million
7.63% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Apr 17, 2025 Q1 2025 |
69,298
shares
|
$2.29 Million
1.98% of portfolio
|
Q1 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
24,675
shares
|
$816,249
0.34% of portfolio
|
Q1 2023
Reduced 72.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
24,385
shares
|
$806,655
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
16,761
shares
|
$554,453
0.45% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
16,610
shares
|
$549,458
0.01% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
12,786
shares
|
$422,960
0.09% of portfolio
|
Q1 2025
Reduced 42.42%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
12,356
shares
|
$408,736
0.2% of portfolio
|
Q4 2024
Reduced 19.14%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
10,394
shares
|
$343,833
0.08% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
908
shares
|
$30,036
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
150
shares
|
$4,962
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
117
shares
|
$3,870
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
110
shares
|
$3,638
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
52
shares
|
$1,720
0.0% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2
shares
|
$66
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|