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 86 institutions that hold shares in the stock, with a total of 2.45 Million shares, which have been reported (via 13F filing form) to have a value of $33.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
18,032
shares
|
$245,235
0.0% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
17,656
shares
|
$240,121
0.19% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
16,989
shares
|
$231,050
0.0% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,358
shares
|
$208,868
0.08% of portfolio
|
Q4 2021
Reduced 84.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
14,859
shares
|
$202,082
0.0% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
14,781
shares
|
$201,021
0.0% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,740
shares
|
$173,264
0.01% of portfolio
|
Q4 2024
Reduced 12.68%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
11,500
shares
|
$156,400
0.0% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
11,072
shares
|
$150,579
0.0% of portfolio
|
Q4 2024
Reduced 39.72%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
10,563
shares
|
$143,656
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Independent Investors Inc
|
Jan 27, 2025 Q4 2024 |
10,000
shares
|
$136,000
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
5,416
shares
|
$73,657
0.01% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
3,923
shares
|
$53,352
0.0% of portfolio
|
Q3 2024
Reduced 20.31%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
3,487
shares
|
$47,423
0.0% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,903
shares
|
$39,480
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
2,661
shares
|
$36,189
0.22% of portfolio
|
Q4 2024
Added 19.11%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
2,490
shares
|
$33,864
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,009
shares
|
$27,322
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
1,862
shares
|
$25,323
0.0% of portfolio
|
Q4 2024
Reduced 43.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,645
shares
|
$22,372
0.0% of portfolio
|
Q4 2024
Reduced 26.4%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,500
shares
|
$20,400
0.0% of portfolio
|
Q4 2024
Added 36.36%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
1,495
shares
|
$20,332
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,475
shares
|
$20,060
0.0% of portfolio
|
Q3 2024
Reduced 28.92%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,238
shares
|
$16,836
0.0% of portfolio
|
Q4 2024
Added 32.98%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
1,208
shares
|
$16,428
0.0% of portfolio
|
Q4 2023
Added 9.82%
|