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 17 institutions that hold shares in the stock, with a total of 4.96 Million shares, which have been reported (via 13F filing form) to have a value of $169 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
2,140,008
shares
|
$72.7 Million
9.76% of portfolio
|
Q4 2024
Added 16.03%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
1,105,403
shares
|
$37.6 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
|
$32.1 Million
3.47% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
644,117
shares
|
$21.9 Million
7.03% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
24,675
shares
|
$838,703
0.34% of portfolio
|
Q1 2023
Reduced 72.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
24,385
shares
|
$828,846
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
22,207
shares
|
$754,815
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
16,351
shares
|
$555,770
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
16,167
shares
|
$549,516
0.37% of portfolio
|
Q4 2024
Added 12.43%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
12,356
shares
|
$419,980
0.2% of portfolio
|
Q4 2024
Reduced 19.14%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
10,394
shares
|
$353,292
0.08% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
908
shares
|
$30,862
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
150
shares
|
$5,098
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
117
shares
|
$3,976
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
51
shares
|
$1,733
0.0% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2
shares
|
$67
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
|