CUSIP 53656F664
LISTED FD TR
55 institutions · $30.3M total · 730,196 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Mid-American Wealth Advisory Group, Inc. | 104,634 | $4.5M | 14.32% | 2025-06-30 |
| 2 | AE Wealth Management LLC | 90,974 | $4.0M | 12.45% | 2025-06-30 |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 62,156 | $2.9M | 8.51% | 2025-09-30 |
| 4 | Valtinson Bruner Financial Planning LLC | 58,588 | $2.5M | 8.02% | 2025-06-30 |
| 5 | TrueMark Investments, LLC | 57,604 | $2.5M | 7.88% | 2025-06-30 |
| 6 | Summit Wealth Partners, LLC | 47,126 | $1.7M | 6.45% | 2024-09-30 |
| 7 | Lloyd Advisory Services, LLC. | 37,812 | $1.5M | 5.17% | 2025-03-31 |
| 8 | Kestra Advisory Services, LLC | 31,030 | $1.0M | 4.24% | 2023-06-30 |
| 9 | OLD MISSION CAPITAL LLC | 21,467 | $861.0K | 2.93% | 2025-03-31 |
| 10 | B.O.S.S. Retirement Advisors, LLC | 20,884 | $837.6K | 2.86% | 2025-03-31 |
| 11 | WOLVERINE TRADING, LLC | 16,592 | $663.5K | 2.27% | 2025-03-31 |
| 12 | Weaver Consulting Group | 14,183 | $616.5K | 1.94% | 2025-06-30 |
| 13 | Vise Technologies, Inc. | 14,389 | $598.8K | 1.97% | 2024-12-31 |
| 14 | Elevated Capital Advisors, LLC | 14,753 | $591.7K | 2.02% | 2025-06-30 |
| 15 | HOWARD BAILEY SECURITIES, LLC | 11,011 | $441.6K | 1.50% | 2025-12-31 |
| 16 | INSIGHT 2811, INC. | 9,904 | $430.5K | 1.35% | 2025-06-30 |
| 17 | GOLDMAN SACHS GROUP INC | 9,988 | $422.5K | 1.36% | 2024-09-30 |
| 18 | CITADEL ADVISORS LLC | 7,026 | $305.4K | 0.96% | 2025-06-30 |
| 19 | Great Lakes Retirement, Inc. | 7,453 | $298.9K | 1.02% | 2025-03-31 |
| 20 | IFP Advisors, Inc | 6,322 | $293.0K | 0.86% | 2025-12-31 |
| 21 | FSR Wealth Management Ltd. | 6,505 | $282.8K | 0.89% | 2025-06-30 |
| 22 | Capital Investment Advisory Services, LLC | 6,259 | $272.1K | 0.85% | 2025-06-30 |
| 23 | SMART Wealth LLC | 5,850 | $254.3K | 0.80% | 2025-06-30 |
| 24 | Authentikos Wealth Advisory, LLC | 6,075 | $252.8K | 0.83% | 2024-12-31 |
| 25 | CreativeOne Wealth, LLC | 5,697 | $237.1K | 0.78% | 2024-12-31 |
| 26 | FWG Investments, LLC. | 5,392 | $234.4K | 0.73% | 2025-06-30 |
| 27 | LifeWealth Investments, LLC | 5,693 | $228.3K | 0.77% | 2025-12-31 |
| 28 | LPL Financial LLC | 5,065 | $220.2K | 0.69% | 2025-06-30 |
| 29 | Atria Wealth Solutions, Inc. | 6,322 | $210.9K | 0.86% | 2023-09-30 |
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,324 | $208.7K | 0.72% | 2024-03-31 |
| 31 | JPMORGAN CHASE & CO | 4,426 | $192.4K | 0.60% | 2025-06-30 |
| 32 | Castleview Partners, LLC | 4,000 | $169.2K | 0.54% | 2024-12-31 |
| 33 | BALLAST ADVISORS LLC | 4,432 | $147.8K | 0.60% | 2023-06-30 |
| 34 | ADVISOR GROUP HOLDINGS, INC. | 2,750 | $123.6K | 0.37% | 2025-09-30 |
| 35 | Quest 10 Wealth Builders, Inc. | 1,641 | $71.3K | 0.22% | 2025-09-30 |
| 36 | BlackRock, Inc. | 1,333 | $53.5K | 0.18% | 2025-03-31 |
| 37 | UBS Group AG | 819 | $35.6K | 0.11% | 2025-06-30 |
| 38 | Lord & Richards Wealth Management, LLC | 480 | $19.3K | 0.06% | 2025-03-31 |
| 39 | Transce3nd, LLC | 397 | $15.9K | 0.05% | 2025-03-31 |
| 40 | Investment Research & Advisory Group, Inc. | 400 | $14.2K | 0.05% | 2023-09-30 |
| 41 | Park Square Financial Group, LLC | 221 | $8.9K | 0.03% | 2025-03-31 |
| 42 | HARBOUR INVESTMENTS, INC. | 191 | $8.3K | 0.02% | 2025-06-30 |
| 43 | Capital A Wealth Management, LLC | 120 | $4.8K | 0.01% | 2025-03-31 |
| 44 | Pineridge Advisors LLC | 101 | $4.1K | 0.01% | 2025-03-31 |
| 45 | Decker Retirement Planning Inc. | 52 | $2.1K | 0.00% | 2025-03-31 |
| 46 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25 | $1.1K | 0.00% | 2024-09-30 |
| 47 | Ameritas Advisory Services, LLC | 18 | $763 | 0.00% | 2025-06-30 |
| 48 | Richard W. Paul & Associates, LLC | 19 | $746 | 0.00% | 2025-03-31 |
| 49 | New Millennium Group LLC | 16 | $666 | 0.00% | 2024-12-31 |
| 50 | DHJJ Financial Advisors, Ltd. | 10 | $435 | 0.00% | 2025-06-30 |
| 51 | BANK OF AMERICA CORP /DE/ | 9 | $381 | 0.00% | 2024-09-30 |
| 52 | COMMONWEALTH EQUITY SERVICES, LLC | 6,652 | $211 | 0.91% | 2023-03-31 |
| 53 | MORGAN STANLEY | 1 | $49 | 0.00% | 2025-06-30 |
| 54 | CWM, LLC | 5 | $0 | 0.00% | 2025-03-31 |
| 55 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |