CUSIP 53656F599
LISTED FDS TR
106 institutions · $389.2M total · 19,719,655 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Swan Global Investments, LLC | 2,812,238 | $70.9M | 14.26% | 2025-12-31 |
| 2 | NewEdge Advisors, LLC | 1,579,194 | $39.8M | 8.00% | 2025-12-31 |
| 3 | Blueprint Investment Partners LLC | 1,564,536 | $39.4M | 7.93% | 2025-12-31 |
| 4 | LPL Financial LLC | 1,277,864 | $32.2M | 6.48% | 2025-12-31 |
| 5 | Blueprint Financial Advisors LLC | 733,927 | $18.5M | 3.72% | 2025-12-31 |
| 6 | Legacy CG, LLC | 671,970 | $16.9M | 3.40% | 2025-12-31 |
| 7 | Avior Wealth Management, LLC | 564,734 | $14.2M | 2.86% | 2025-12-31 |
| 8 | Financial Designs Corp | 546,153 | $13.8M | 2.76% | 2025-12-31 |
| 9 | FRANKLIN RESOURCES INC | 513,742 | $13.0M | 2.60% | 2025-12-31 |
| 10 | Beacon Pointe Advisors, LLC | 493,147 | $12.4M | 2.50% | 2025-12-31 |
| 11 | Vantage Financial Partners, LLC | 477,957 | $12.0M | 2.42% | 2025-12-31 |
| 12 | RAYMOND JAMES FINANCIAL INC | 394,869 | $10.0M | 2.00% | 2025-12-31 |
| 13 | MY Wealth Management Inc. | 384,483 | $9.7M | 1.94% | 2025-12-31 |
| 14 | Spartan Planning & Wealth Management | 351,213 | $8.9M | 1.78% | 2025-12-31 |
| 15 | Atria Investments, Inc | 303,350 | $7.6M | 1.53% | 2025-12-31 |
| 16 | Ausdal Financial Partners, Inc. | 301,982 | $7.6M | 1.53% | 2025-12-31 |
| 17 | RETIREMENT GUYS FORMULA LLC | 298,681 | $7.5M | 1.51% | 2025-12-31 |
| 18 | LAUREL OAK WEALTH MANAGEMENT, LLC | 223,090 | $5.6M | 1.13% | 2025-12-31 |
| 19 | Marshall & Sterling Wealth Advisors Inc. | 148,869 | $3.8M | 0.75% | 2025-12-31 |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 140,659 | $3.5M | 0.71% | 2025-12-31 |
| 21 | STIFEL FINANCIAL CORP | 117,937 | $3.0M | 0.59% | 2025-12-31 |
| 22 | Orion Porfolio Solutions, LLC | 84,314 | $2.1M | 0.42% | 2025-12-31 |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 76,168 | $1.9M | 0.38% | 2025-12-31 |
| 24 | Baird Financial Group, Inc. | 76,166 | $1.9M | 0.38% | 2025-12-31 |
| 25 | JANE STREET GROUP, LLC | 75,962 | $1.7M | 0.38% | 2025-03-31 |
| 26 | Orion Portfolio Solutions, LLC | 66,944 | $1.5M | 0.33% | 2025-03-31 |
| 27 | Camarda Financial Advisors, LLC | 52,644 | $1.3M | 0.26% | 2025-12-31 |
| 28 | PRIVATE TRUST CO NA | 49,153 | $1.2M | 0.24% | 2025-12-31 |
| 29 | SENTINEL PENSION ADVISORS, LLC | 48,837 | $1.2M | 0.24% | 2025-12-31 |
| 30 | Barnes Wealth Management Group, Inc | 46,192 | $1.2M | 0.23% | 2025-12-31 |
| 31 | Kingsview Wealth Management, LLC | 45,348 | $1.1M | 0.22% | 2025-12-31 |
| 32 | Private Advisor Group, LLC | 42,774 | $1.1M | 0.21% | 2025-12-31 |
| 33 | CHILTON CAPITAL MANAGEMENT LLC | 38,929 | $981.4K | 0.19% | 2025-12-31 |
| 34 | MML INVESTORS SERVICES, LLC | 36,778 | $927.2K | 0.18% | 2025-12-31 |
| 35 | INTEGRITY ALLIANCE, LLC. | 35,860 | $904.0K | 0.18% | 2025-12-31 |
| 36 | NOVUS ADVISORS, LLC | 39,274 | $860.1K | 0.19% | 2025-03-31 |
| 37 | RIVERCHASE WEALTH MANAGEMENT, LLC | 32,787 | $826.6K | 0.16% | 2025-12-31 |
| 38 | GRANITE ISLANDS PRIVATE WEALTH, LLC | 31,341 | $790.1K | 0.15% | 2025-12-31 |
| 39 | Csenge Advisory Group | 31,322 | $789.6K | 0.15% | 2025-12-31 |
| 40 | CreativeOne Wealth, LLC | 29,104 | $733.7K | 0.14% | 2025-12-31 |
| 41 | J.W. COLE ADVISORS, INC. | 28,907 | $728.7K | 0.14% | 2025-12-31 |
| 42 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 27,974 | $705.2K | 0.14% | 2025-12-31 |
| 43 | Simplicity Wealth,LLC | 29,936 | $670.6K | 0.15% | 2024-12-31 |
| 44 | Atria Wealth Solutions, Inc. | 27,327 | $642.7K | 0.13% | 2025-06-30 |
| 45 | WORLD EQUITY GROUP, INC. | 22,062 | $556.2K | 0.11% | 2025-12-31 |
| 46 | Freedom Investment Management, Inc. | 19,661 | $462.0K | 0.09% | 2025-06-30 |
| 47 | WELLS FARGO & COMPANY/MN | 17,975 | $453.1K | 0.09% | 2025-12-31 |
| 48 | WCG Wealth Advisors LLC | 17,607 | $443.9K | 0.08% | 2025-12-31 |
| 49 | GOLDMAN SACHS GROUP INC | 16,751 | $393.6K | 0.08% | 2025-06-30 |
| 50 | GTS SECURITIES LLC | 15,461 | $389.8K | 0.07% | 2025-12-31 |
| 51 | Envestnet Portfolio Solutions, Inc. | 16,333 | $383.8K | 0.08% | 2025-06-30 |
| 52 | Kestra Advisory Services, LLC | 15,178 | $382.6K | 0.07% | 2025-12-31 |
| 53 | VestGen Advisors, LLC | 15,151 | $382.0K | 0.07% | 2025-12-31 |
| 54 | MERCER GLOBAL ADVISORS INC /ADV | 17,136 | $375.3K | 0.08% | 2025-03-31 |
| 55 | Williams & Novak, LLC | 16,895 | $371.3K | 0.08% | 2025-03-31 |
| 56 | Integrated Wealth Concepts LLC | 14,490 | $365.3K | 0.07% | 2025-12-31 |
| 57 | Advisor Resource Council | 14,467 | $364.7K | 0.07% | 2025-12-31 |
| 58 | Prosperity Financial Group, Inc. | 14,391 | $362.8K | 0.07% | 2025-12-31 |
| 59 | EverSource Wealth Advisors, LLC | 14,327 | $361.2K | 0.07% | 2025-12-31 |
| 60 | HighTower Advisors, LLC | 14,249 | $359.2K | 0.07% | 2025-12-31 |
| 61 | TRUIST FINANCIAL CORP | 13,975 | $352.3K | 0.07% | 2025-12-31 |
| 62 | CITADEL ADVISORS LLC | 13,074 | $325.8K | 0.06% | 2025-09-30 |
| 63 | Hilltop Holdings Inc. | 11,928 | $300.7K | 0.06% | 2025-12-31 |
| 64 | Golden State Equity Partners | 13,620 | $298.3K | 0.06% | 2025-03-31 |
| 65 | Lion Street Advisors, LLC | 12,553 | $295.0K | 0.06% | 2025-06-30 |
| 66 | Essex Financial Services, Inc. | 13,314 | $291.6K | 0.06% | 2025-03-31 |
| 67 | OSAIC HOLDINGS, INC. | 11,475 | $289.3K | 0.05% | 2025-12-31 |
| 68 | Clear Creek Financial Management, LLC | 13,068 | $286.2K | 0.06% | 2025-03-31 |
| 69 | Syntegra Private Wealth Group, LLC | 10,390 | $261.9K | 0.05% | 2025-12-31 |
| 70 | Global View Capital Management LLC | 11,907 | $260.8K | 0.06% | 2025-03-31 |
| 71 | AVANTAX ADVISORY SERVICES, INC. | 11,200 | $250.9K | 0.05% | 2024-12-31 |
| 72 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9,853 | $250.9K | 0.04% | 2025-12-31 |
| 73 | Empire Financial Management Company, LLC | 9,933 | $250.4K | 0.05% | 2025-12-31 |
| 74 | Vise Technologies, Inc. | 9,853 | $248.4K | 0.04% | 2025-12-31 |
| 75 | Equitable Holdings, Inc. | 9,434 | $237.8K | 0.04% | 2025-12-31 |
| 76 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 9,109 | $229.6K | 0.04% | 2025-12-31 |
| 77 | IHT Wealth Management, LLC | 8,960 | $225.9K | 0.04% | 2025-12-31 |
| 78 | JOURNEY STRATEGIC WEALTH LLC | 8,831 | $222.6K | 0.04% | 2025-12-31 |
| 79 | Global Retirement Partners, LLC | 8,617 | $217.2K | 0.04% | 2025-12-31 |
| 80 | Caitlin John, LLC | 7,334 | $184.9K | 0.03% | 2025-12-31 |
| 81 | Colonial Trust Co / SC | 5,846 | $147.4K | 0.02% | 2025-12-31 |
| 82 | Park Square Financial Group, LLC | 5,827 | $130.5K | 0.02% | 2025-12-31 |
| 83 | CREATIVE FINANCIAL DESIGNS INC /ADV | 5,097 | $128.5K | 0.02% | 2025-12-31 |
| 84 | Icon Wealth Advisors, LLC | 5,016 | $125.0K | 0.02% | 2025-09-30 |
| 85 | Parallel Advisors, LLC | 4,474 | $112.8K | 0.02% | 2025-12-31 |
| 86 | CWM, LLC | 3,891,846 | $98.1K | 19.73% | 2025-12-31 |
| 87 | HARBOUR INVESTMENTS, INC. | 3,601 | $90.8K | 0.01% | 2025-12-31 |
| 88 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,173 | $69.5K | 0.01% | 2025-03-31 |
| 89 | Runnymede Capital Advisors, Inc. | 2,650 | $58.0K | 0.01% | 2025-03-31 |
| 90 | ASSETMARK, INC | 1,901 | $47.9K | 0.00% | 2025-12-31 |
| 91 | Spire Wealth Management | 1,771 | $44.7K | 0.00% | 2025-12-31 |
| 92 | Steward Partners Investment Advisory, LLC | 1,585 | $40.0K | 0.00% | 2025-12-31 |
| 93 | UBS Group AG | 1,208 | $30.5K | 0.00% | 2025-12-31 |
| 94 | McIlrath & Eck, LLC | 1,015 | $25.6K | 0.00% | 2025-12-31 |
| 95 | Cullen/Frost Bankers, Inc. | 1,005 | $25.3K | 0.00% | 2025-12-31 |
| 96 | CoreCap Advisors, LLC | 857 | $21.4K | 0.00% | 2025-09-30 |
| 97 | JPMORGAN CHASE & CO | 499 | $12.6K | 0.00% | 2025-12-31 |
| 98 | Russell Investments Group, Ltd. | 446 | $9.8K | 0.00% | 2025-03-31 |
| 99 | Cambridge Investment Research Advisors, Inc. | 240,529 | $6.1K | 1.21% | 2025-12-31 |
| 100 | BANK OF AMERICA CORP /DE/ | 193 | $4.8K | 0.00% | 2025-12-31 |
| 101 | MORGAN STANLEY | 165 | $3.7K | 0.00% | 2025-03-31 |
| 102 | LaSalle St. Investment Advisors, LLC | 105,563 | $2.7K | 0.53% | 2025-12-31 |
| 103 | Nemes Rush Group LLC | 107 | $2.3K | 0.00% | 2025-03-31 |
| 104 | AE Wealth Management LLC | 73 | $1.7K | 0.00% | 2025-06-30 |
| 105 | DHJJ Financial Advisors, Ltd. | 10 | $253 | 0.00% | 2025-12-31 |
| 106 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |