Institutional Ownership Listed Fds Tr Trueshares Struc (JANZ)
This table provides information about the institutional ownership of Listed Fds Tr Trueshares Struc (JANZ). We have compiled data on the 31 institutions that hold shares in the stock, with a total of 1.02 Million shares, which have been reported (via 13F filing form) to have a value of $33.7 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 |
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
338,548
shares
|
$11.1 Million
0.11% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Apr 17, 2025 Q1 2025 |
254,325
shares
|
$8.37 Million
7.13% of portfolio
|
Q1 2025
Added 2937.8%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
155,457
shares
|
$5.12 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
71,898
shares
|
$2.37 Million
0.63% of portfolio
|
Q1 2025
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
47,357
shares
|
$1.56 Million
1.43% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
25,451
shares
|
$837,846
0.25% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Apr 28, 2025 Q1 2025 |
19,847
shares
|
$653,363
0.87% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
15,856
shares
|
$521,979
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
14,993
shares
|
$493,569
0.16% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
14,545
shares
|
$478,821
0.17% of portfolio
|
Q1 2025
Added 63.98%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
11,240
shares
|
$370,020
0.15% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
11,060
shares
|
$364,095
0.13% of portfolio
|
Q1 2025
Added 12.87%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,655
shares
|
$317,842
0.11% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
9,029
shares
|
$297,234
0.04% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
7,515
shares
|
$247,393
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
6,223
shares
|
$204,861
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
3,808
shares
|
$125,359
0.01% of portfolio
|
Q1 2025
Reduced 45.85%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
2,554
shares
|
$84,077
0.09% of portfolio
|
Q1 2025
Added 25.75%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
1,030
shares
|
$33,907
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
936
shares
|
$30,813
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
856
shares
|
$28,179
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
483
shares
|
$15,900
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
370
shares
|
$12,180
0.01% of portfolio
|
Q1 2025
Added 153.42%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
150
shares
|
$4,938
0.01% of portfolio
|
Q1 2025
Reduced 68.15%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
123
shares
|
$4,049
0.0% of portfolio
|
Q1 2025
Added 1.65%
|