CUSIP 53656F623
LISTED FDS TR
171 institutions · $805.4M total · 18,487,913 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | OXFORD FINANCIAL GROUP, LTD. LLC | 3,974,977 | $176.7M | 21.50% | 2025-12-31 |
| 2 | JPMORGAN CHASE & CO | 3,123,206 | $138.9M | 16.89% | 2025-12-31 |
| 3 | LPL Financial LLC | 1,071,712 | $47.6M | 5.79% | 2025-12-31 |
| 4 | Royal Bank of Canada | 761,657 | $33.9M | 4.11% | 2025-12-31 |
| 5 | One Charles Private Wealth Services, LLC | 496,213 | $22.1M | 2.68% | 2025-12-31 |
| 6 | WELLS FARGO & COMPANY/MN | 413,163 | $18.4M | 2.23% | 2025-12-31 |
| 7 | Bank of New York Mellon Corp | 395,386 | $17.6M | 2.13% | 2025-12-31 |
| 8 | UBS Group AG | 374,047 | $16.6M | 2.02% | 2025-12-31 |
| 9 | Bayshore Capital Advisors, LLC | 292,692 | $13.0M | 1.58% | 2025-12-31 |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 283,048 | $12.6M | 1.53% | 2025-12-31 |
| 11 | CAPTRUST FINANCIAL ADVISORS | 275,747 | $12.3M | 1.49% | 2025-12-31 |
| 12 | Lowe Wealth Advisors, LLC | 250,770 | $11.2M | 1.35% | 2025-09-30 |
| 13 | MAI Capital Management | 251,512 | $11.2M | 1.36% | 2025-12-31 |
| 14 | Hilltop National Bank | 248,066 | $11.0M | 1.34% | 2025-12-31 |
| 15 | Rockefeller Capital Management L.P. | 219,498 | $9.8M | 1.18% | 2025-12-31 |
| 16 | FIRST FOUNDATION ADVISORS | 214,576 | $9.5M | 1.16% | 2025-12-31 |
| 17 | Aptus Capital Advisors, LLC | 212,695 | $9.5M | 1.15% | 2025-12-31 |
| 18 | DIVERSIFIED MANAGEMENT INC | 206,947 | $9.2M | 1.11% | 2025-12-31 |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 194,782 | $8.7M | 1.05% | 2025-12-31 |
| 20 | Coastal Bridge Advisors, LLC | 187,599 | $8.3M | 1.01% | 2025-12-31 |
| 21 | RAYMOND JAMES FINANCIAL INC | 184,541 | $8.2M | 0.99% | 2025-12-31 |
| 22 | Longview Financial Advisors, Inc. | 172,913 | $7.7M | 0.93% | 2025-12-31 |
| 23 | Independent Family Office, LLC | 161,294 | $7.2M | 0.87% | 2025-12-31 |
| 24 | Kestra Investment Management, LLC | 156,783 | $7.0M | 0.84% | 2025-12-31 |
| 25 | Philip James Wealth Mangement, LLC | 148,013 | $6.6M | 0.80% | 2025-12-31 |
| 26 | HighTower Advisors, LLC | 142,024 | $6.3M | 0.76% | 2025-12-31 |
| 27 | Atlas Wealth Partners, LLC | 130,556 | $5.8M | 0.70% | 2025-12-31 |
| 28 | Focus Partners Wealth | 125,762 | $5.6M | 0.68% | 2025-12-31 |
| 29 | Corient Private Wealth LLC | 123,678 | $5.5M | 0.66% | 2025-12-31 |
| 30 | Cullen/Frost Bankers, Inc. | 122,600 | $5.5M | 0.66% | 2025-12-31 |
| 31 | Moors & Cabot, Inc. | 117,207 | $5.2M | 0.63% | 2025-12-31 |
| 32 | Baird Financial Group, Inc. | 116,266 | $5.2M | 0.62% | 2025-12-31 |
| 33 | NCM Capital Management, LLC | 113,071 | $5.1M | 0.61% | 2025-09-30 |
| 34 | IFP Advisors, Inc | 113,204 | $5.0M | 0.61% | 2025-12-31 |
| 35 | GUARDIAN WEALTH ADVISORS, LLC / NC | 105,959 | $4.7M | 0.57% | 2025-12-31 |
| 36 | SCS Capital Management LLC | 101,830 | $4.5M | 0.55% | 2025-12-31 |
| 37 | Waterloo Capital, L.P. | 100,041 | $4.4M | 0.54% | 2025-12-31 |
| 38 | HORIZON KINETICS ASSET MANAGEMENT LLC | 98,980 | $4.4M | 0.53% | 2025-12-31 |
| 39 | NewEdge Wealth, LLC | 88,193 | $3.9M | 0.47% | 2025-12-31 |
| 40 | EagleClaw Capital Managment, LLC | 86,605 | $3.9M | 0.46% | 2025-12-31 |
| 41 | INTREPID FAMILY OFFICE LLC | 85,000 | $3.8M | 0.45% | 2025-12-31 |
| 42 | STIFEL FINANCIAL CORP | 80,863 | $3.6M | 0.43% | 2025-12-31 |
| 43 | OneDigital Investment Advisors LLC | 74,980 | $3.3M | 0.40% | 2025-12-31 |
| 44 | Hilltop Holdings Inc. | 66,556 | $3.0M | 0.35% | 2025-09-30 |
| 45 | Sanctuary Advisors, LLC | 63,278 | $2.8M | 0.34% | 2025-12-31 |
| 46 | Proficio Capital Partners LLC | 58,813 | $2.6M | 0.31% | 2025-12-31 |
| 47 | Ausdal Financial Partners, Inc. | 58,791 | $2.6M | 0.31% | 2025-12-31 |
| 48 | DAVENPORT & Co LLC | 56,030 | $2.5M | 0.30% | 2025-12-31 |
| 49 | Abacus Planning Group, Inc. | 54,958 | $2.4M | 0.29% | 2025-12-31 |
| 50 | PECAUT & CO. | 52,153 | $2.3M | 0.28% | 2025-12-31 |
| 51 | Steward Partners Investment Advisory, LLC | 51,635 | $2.3M | 0.27% | 2025-12-31 |
| 52 | Stratos Wealth Advisors, LLC | 50,183 | $2.2M | 0.27% | 2025-09-30 |
| 53 | Pekin Hardy Strauss, Inc. | 49,828 | $2.2M | 0.26% | 2025-12-31 |
| 54 | Advisory Services Network, LLC | 49,654 | $2.2M | 0.26% | 2025-12-31 |
| 55 | KESTRA PRIVATE WEALTH SERVICES, LLC | 45,823 | $2.0M | 0.24% | 2025-12-31 |
| 56 | Spire Wealth Management | 45,216 | $2.0M | 0.24% | 2025-12-31 |
| 57 | Lionsbridge Wealth Management LLC | 42,450 | $1.9M | 0.22% | 2025-12-31 |
| 58 | Cerity Partners LLC | 40,847 | $1.8M | 0.22% | 2025-12-31 |
| 59 | Wealthspire Advisors, LLC | 39,642 | $1.8M | 0.21% | 2025-12-31 |
| 60 | Stratos Wealth Partners, LTD. | 37,034 | $1.6M | 0.20% | 2025-12-31 |
| 61 | Compass Ion Advisors, LLC | 36,383 | $1.6M | 0.19% | 2025-12-31 |
| 62 | CITADEL ADVISORS LLC | 33,162 | $1.5M | 0.17% | 2025-09-30 |
| 63 | MORGAN STANLEY | 32,708 | $1.5M | 0.17% | 2025-12-31 |
| 64 | OSAIC HOLDINGS, INC. | 31,566 | $1.4M | 0.17% | 2025-12-31 |
| 65 | Private Advisor Group, LLC | 30,552 | $1.4M | 0.16% | 2025-12-31 |
| 66 | GUIDANCE CAPITAL, INC | 26,254 | $1.3M | 0.14% | 2025-12-31 |
| 67 | Atria Investments, Inc | 28,005 | $1.2M | 0.15% | 2025-12-31 |
| 68 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 25,760 | $1.2M | 0.13% | 2025-12-31 |
| 69 | Meridian Wealth Advisors, LLC | 25,898 | $1.2M | 0.14% | 2025-12-31 |
| 70 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25,100 | $1.1M | 0.13% | 2025-12-31 |
| 71 | JANE STREET GROUP, LLC | 25,264 | $1.1M | 0.13% | 2025-06-30 |
| 72 | Trilogy Capital Inc. | 22,605 | $1.0M | 0.12% | 2025-12-31 |
| 73 | Cresset Asset Management, LLC | 22,107 | $988.1K | 0.11% | 2025-12-31 |
| 74 | Compound Planning, Inc. | 21,672 | $963.5K | 0.11% | 2025-12-31 |
| 75 | Savvy Advisors, Inc. | 21,541 | $957.7K | 0.11% | 2025-12-31 |
| 76 | Essex Financial Services, Inc. | 21,343 | $948.9K | 0.11% | 2025-12-31 |
| 77 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 20,816 | $925.5K | 0.11% | 2025-12-31 |
| 78 | Stegent Equity Advisors, Inc. | 20,124 | $899.4K | 0.10% | 2025-09-30 |
| 79 | GTS SECURITIES LLC | 19,655 | $873.9K | 0.10% | 2025-12-31 |
| 80 | CW Advisors, LLC | 20,558 | $867.0K | 0.11% | 2025-06-30 |
| 81 | Baker Ellis Asset Management LLC | 18,972 | $843.5K | 0.10% | 2025-12-31 |
| 82 | Beacon Pointe Advisors, LLC | 18,622 | $827.9K | 0.10% | 2025-12-31 |
| 83 | Straight Path Wealth Management | 18,555 | $825.0K | 0.10% | 2025-12-31 |
| 84 | SCHWARTZ INVESTMENT COUNSEL INC | 19,000 | $801.2K | 0.10% | 2025-06-30 |
| 85 | PURE PORTFOLIOS HOLDINGS LLC | 17,834 | $792.9K | 0.09% | 2025-12-31 |
| 86 | KING LUTHER CAPITAL MANAGEMENT CORP | 16,500 | $733.6K | 0.08% | 2025-12-31 |
| 87 | JNBA Financial Advisors | 16,215 | $720.9K | 0.08% | 2025-12-31 |
| 88 | IHT Wealth Management, LLC | 15,859 | $705.1K | 0.08% | 2025-12-31 |
| 89 | Copia Wealth Management | 15,803 | $702.6K | 0.08% | 2025-12-31 |
| 90 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 15,031 | $668.3K | 0.08% | 2025-12-31 |
| 91 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 59,959 | $651.5K | 0.32% | 2025-12-31 |
| 92 | Mezzasalma Advisors, LLC | 14,364 | $642.0K | 0.07% | 2025-12-31 |
| 93 | Ferguson Shapiro LLC | 15,181 | $640.2K | 0.08% | 2025-06-30 |
| 94 | Bright Futures Wealth Management, LLC. | 13,759 | $611.7K | 0.07% | 2025-12-31 |
| 95 | Waverly Advisors, LLC | 14,412 | $607.7K | 0.07% | 2025-06-30 |
| 96 | Autumn Glory Partners, LLC | 13,623 | $605.7K | 0.07% | 2025-12-31 |
| 97 | Cetera Investment Advisers | 12,951 | $575.8K | 0.07% | 2025-12-31 |
| 98 | Perigon Wealth Management, LLC | 12,000 | $533.5K | 0.06% | 2025-12-31 |
| 99 | D. E. Shaw & Co., Inc. | 11,849 | $529.6K | 0.06% | 2025-09-30 |
| 100 | Requisite Capital Management, LLC | 11,100 | $493.5K | 0.06% | 2025-12-31 |
| 101 | NewEdge Advisors, LLC | 10,632 | $472.7K | 0.05% | 2025-12-31 |
| 102 | LEAVELL INVESTMENT MANAGEMENT, INC. | 9,871 | $438.9K | 0.05% | 2025-12-31 |
| 103 | Principia Wealth Advisory, LLC | 9,655 | $429.3K | 0.05% | 2025-12-31 |
| 104 | Trademark Financial Management, LLC | 9,524 | $425.7K | 0.05% | 2025-09-30 |
| 105 | Evanson Asset Management, LLC | 9,574 | $425.7K | 0.05% | 2025-12-31 |
| 106 | Sigma Planning Corp | 9,502 | $422.4K | 0.05% | 2025-12-31 |
| 107 | GARRISON POINT ADVISORS, LLC | 9,459 | $420.5K | 0.05% | 2025-12-31 |
| 108 | OPPENHEIMER & CO INC | 9,237 | $410.7K | 0.04% | 2025-12-31 |
| 109 | Auxano Advisors, LLC | 9,222 | $410.0K | 0.04% | 2025-12-31 |
| 110 | TT Capital Management LLC | 9,362 | $386.0K | 0.05% | 2025-06-30 |
| 111 | Carlton Hofferkamp & Jenks Wealth Management, LLC | 8,054 | $358.1K | 0.04% | 2025-12-31 |
| 112 | &PARTNERS | 7,895 | $351.0K | 0.04% | 2025-12-31 |
| 113 | MACROVIEW INVESTMENT MANAGEMENT LLC | 7,880 | $350.4K | 0.04% | 2025-12-31 |
| 114 | STEPHENS INC /AR/ | 7,800 | $346.8K | 0.04% | 2025-12-31 |
| 115 | New England Private Wealth Advisors LLC | 7,745 | $344.3K | 0.04% | 2025-12-31 |
| 116 | U.S. Capital Wealth Advisors, LLC | 7,129 | $317.0K | 0.03% | 2025-12-31 |
| 117 | B. Riley Wealth Advisors, Inc. | 6,746 | $299.9K | 0.03% | 2025-12-31 |
| 118 | MGO ONE SEVEN LLC | 6,732 | $299.3K | 0.03% | 2025-12-31 |
| 119 | Creative Planning | 6,558 | $291.6K | 0.03% | 2025-12-31 |
| 120 | SFI Advisors, LLC | 6,359 | $282.7K | 0.03% | 2025-12-31 |
| 121 | Aviance Capital Partners, LLC | 5,904 | $262.5K | 0.03% | 2025-12-31 |
| 122 | Mariner, LLC | 5,275 | $234.5K | 0.02% | 2025-12-31 |
| 123 | D.A. DAVIDSON & CO. | 5,238 | $234.1K | 0.02% | 2025-09-30 |
| 124 | Focus Financial Network, Inc. | 4,955 | $220.3K | 0.02% | 2025-12-31 |
| 125 | SCOTIA CAPITAL INC. | 4,870 | $216.5K | 0.02% | 2025-12-31 |
| 126 | Magnus Financial Group LLC | 4,654 | $208.0K | 0.02% | 2025-09-30 |
| 127 | Brookwood Investment Group LLC | 4,596 | $204.3K | 0.02% | 2025-12-31 |
| 128 | PNC Financial Services Group, Inc. | 4,062 | $180.6K | 0.02% | 2025-12-31 |
| 129 | AMERIFLEX GROUP, INC. | 3,050 | $135.6K | 0.01% | 2025-12-31 |
| 130 | JONES FINANCIAL COMPANIES LLLP | 2,840 | $126.3K | 0.01% | 2025-12-31 |
| 131 | Qube Research & Technologies Ltd | 2,108 | $94.2K | 0.01% | 2025-09-30 |
| 132 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2,050 | $91.1K | 0.01% | 2025-12-31 |
| 133 | Kestra Advisory Services, LLC | 2,042 | $90.8K | 0.01% | 2025-12-31 |
| 134 | BANK OF MONTREAL /CAN/ | 1,800 | $80.0K | 0.00% | 2025-12-31 |
| 135 | Larson Financial Group LLC | 1,627 | $72.3K | 0.00% | 2025-12-31 |
| 136 | Bank of Jackson Hole Trust | 1,433 | $63.7K | 0.00% | 2025-12-31 |
| 137 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,187 | $52.8K | 0.00% | 2025-12-31 |
| 138 | COMERICA BANK | 845 | $37.6K | 0.00% | 2025-12-31 |
| 139 | GAMMA Investing LLC | 840 | $37.3K | 0.00% | 2025-12-31 |
| 140 | BANK OF AMERICA CORP /DE/ | 808 | $35.9K | 0.00% | 2025-12-31 |
| 141 | PRIVATE TRUST CO NA | 750 | $33.3K | 0.00% | 2025-12-31 |
| 142 | Evelyn Partners Asset Management Ltd | 641 | $28.5K | 0.00% | 2025-12-31 |
| 143 | Caldwell Trust Co | 502 | $22.3K | 0.00% | 2025-12-31 |
| 144 | Farther Finance Advisors, LLC | 472 | $21.0K | 0.00% | 2025-12-31 |
| 145 | Painted Porch Advisors LLC | 420 | $18.8K | 0.00% | 2025-12-31 |
| 146 | Wilmington Savings Fund Society, FSB | 409 | $18.3K | 0.00% | 2025-09-30 |
| 147 | Clarity Asset Management, Inc. | 380 | $16.9K | 0.00% | 2025-12-31 |
| 148 | Janney Montgomery Scott LLC | 303,553 | $13.5K | 1.64% | 2025-12-31 |
| 149 | Promus Capital, LLC | 300 | $13.4K | 0.00% | 2025-09-30 |
| 150 | JDM Financial Group LLC | 273 | $12.2K | 0.00% | 2025-09-30 |
| 151 | Allworth Financial LP | 237 | $10.6K | 0.00% | 2025-12-31 |
| 152 | Financial Freedom, LLC | 215 | $9.5K | 0.00% | 2025-12-31 |
| 153 | NBC SECURITIES, INC. | 186 | $8.3K | 0.00% | 2025-12-31 |
| 154 | AE Wealth Management LLC | 178 | $7.9K | 0.00% | 2025-12-31 |
| 155 | LM Advisors LLC | 315 | $7.1K | 0.00% | 2025-12-31 |
| 156 | Godfrey Financial Associates, Inc. | 154 | $6.8K | 0.00% | 2025-12-31 |
| 157 | US BANCORP \DE\ | 125 | $5.6K | 0.00% | 2025-12-31 |
| 158 | CoreCap Advisors, LLC | 67 | $3.0K | 0.00% | 2025-12-31 |
| 159 | Parallel Advisors, LLC | 50 | $2.2K | 0.00% | 2025-12-31 |
| 160 | Smartleaf Asset Management LLC | 31 | $1.4K | 0.00% | 2025-12-31 |
| 161 | GROUP ONE TRADING LLC | 29 | $1.3K | 0.00% | 2025-09-30 |
| 162 | Global Retirement Partners, LLC | 27 | $1.2K | 0.00% | 2025-12-31 |
| 163 | FLAGSHIP HARBOR ADVISORS, LLC | 20 | $889 | 0.00% | 2025-12-31 |
| 164 | CIBC Private Wealth Group LLC | 15 | $667 | 0.00% | 2025-12-31 |
| 165 | Cambridge Investment Research Advisors, Inc. | 14,452 | $643 | 0.07% | 2025-12-31 |
| 166 | INGALLS & SNYDER LLC | 10,468 | $465 | 0.05% | 2025-12-31 |
| 167 | Accordant Advisory Group Inc | 8 | $356 | 0.00% | 2025-12-31 |
| 168 | Quattro Advisors LLC | 1 | $45 | 0.00% | 2025-12-31 |
| 169 | SIGNATUREFD, LLC | 0 | $19 | 0.00% | 2025-12-31 |
| 170 | CWM, LLC | 289 | $13 | 0.00% | 2025-12-31 |
| 171 | SIMPLEX TRADING, LLC | 17 | $0 | 0.00% | 2025-09-30 |