CUSIP 53656F573
LISTED FDS TR
28 institutions · $57.8M total · 2,663,422 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Bison Wealth, LLC | 1,448,064 | $32.1M | 54.36% | 2025-09-30 |
| 2 | Holcombe Financial, Inc. | 501,083 | $11.0M | 18.81% | 2025-12-31 |
| 3 | Bison Wealth, LLC | 323,312 | $7.1M | 12.13% | 2024-12-31 |
| 4 | Truadvice, LLC | 129,845 | $2.7M | 4.87% | 2023-12-31 |
| 5 | JANE STREET GROUP, LLC | 46,359 | $1.0M | 1.74% | 2025-03-31 |
| 6 | EVOLUTION WEALTH MANAGEMENT INC. | 17,414 | $389.7K | 0.65% | 2025-12-31 |
| 7 | RAYMOND JAMES FINANCIAL INC | 15,573 | $342.4K | 0.58% | 2025-12-31 |
| 8 | BlueChip Wealth Advisors LLC | 15,191 | $334.0K | 0.57% | 2025-12-31 |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | 14,559 | $331.8K | 0.54% | 2024-09-30 |
| 10 | OLD MISSION CAPITAL LLC | 14,721 | $329.5K | 0.55% | 2025-09-30 |
| 11 | Orion Portfolio Solutions, LLC | 14,911 | $327.3K | 0.55% | 2025-03-31 |
| 12 | Orion Porfolio Solutions, LLC | 14,911 | $327.3K | 0.55% | 2025-06-30 |
| 13 | GTS SECURITIES LLC | 13,477 | $297.4K | 0.50% | 2025-03-31 |
| 14 | STIFEL FINANCIAL CORP | 11,864 | $260.8K | 0.44% | 2025-12-31 |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 9,176 | $203.7K | 0.34% | 2024-06-30 |
| 16 | Atlantic Union Bankshares Corp | 8,158 | $179.4K | 0.30% | 2025-12-31 |
| 17 | Sandy Spring Bank | 7,814 | $172.4K | 0.29% | 2025-03-31 |
| 18 | REAP Financial Group, LLC | 6,635 | $145.9K | 0.24% | 2025-12-31 |
| 19 | RPg Family Wealth Advisory, LLC | 6,200 | $141.5K | 0.23% | 2024-09-30 |
| 20 | AE Wealth Management LLC | 2,343 | $51.5K | 0.08% | 2025-12-31 |
| 21 | WELLS FARGO & COMPANY/MN | 1,976 | $44.0K | 0.07% | 2024-03-31 |
| 22 | OSAIC HOLDINGS, INC. | 237 | $5.2K | 0.00% | 2025-12-31 |
| 23 | UBS Group AG | 182 | $4.0K | 0.00% | 2025-12-31 |
| 24 | Virtu Financial LLC | 22,824 | $511 | 0.85% | 2025-09-30 |
| 25 | HRT FINANCIAL LP | 16,592 | $368 | 0.62% | 2024-06-30 |
| 26 | MORGAN STANLEY | 1 | $23 | 0.00% | 2025-03-31 |
| 27 | JPMORGAN CHASE & CO | 0 | $20 | 0.00% | 2025-03-31 |
| 28 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |