CUSIP 53656F631
LISTED FD TR
14 institutions · $13.5M total · 406,623 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 183,385 | $6.1M | 45.09% | 2024-12-31 |
| 2 | Waverly Advisors, LLC | 150,808 | $5.0M | 37.08% | 2024-12-31 |
| 3 | Sanctuary Advisors, LLC | 22,500 | $789.6K | 5.53% | 2024-12-31 |
| 4 | Beta Wealth Group, Inc. | 19,926 | $659.6K | 4.90% | 2024-12-31 |
| 5 | Jaffetilchin Investment Partners, LLC | 9,445 | $372.4K | 2.32% | 2025-12-31 |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,994 | $280.0K | 2.21% | 2024-09-30 |
| 7 | ADVISOR GROUP HOLDINGS, INC. | 3,890 | $121.1K | 0.95% | 2024-09-30 |
| 8 | OLD MISSION CAPITAL LLC | 4,900 | $106.6K | 1.20% | 2023-03-31 |
| 9 | Royal Bank of Canada | 2,697 | $89.0K | 0.66% | 2024-12-31 |
| 10 | UBS Group AG | 61 | $1.7K | 0.01% | 2024-03-31 |
| 11 | AllSquare Wealth Management LLC | 15 | $497 | 0.00% | 2024-12-31 |
| 12 | MORGAN STANLEY | 1 | $36 | 0.00% | 2025-03-31 |
| 13 | FMR LLC | 1 | $22 | 0.00% | 2023-03-31 |
| 14 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2024-12-31 |