CUSIP 53656F698
LISTED FD TR
39 institutions · $26.5M total · 662,550 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 271,582 | $11.1M | 40.99% | 2025-06-30 |
| 2 | TrueMark Investments, LLC | 109,912 | $4.5M | 16.58% | 2025-06-30 |
| 3 | Authentikos Wealth Advisory, LLC | 51,089 | $2.1M | 7.71% | 2025-12-31 |
| 4 | Lloyd Advisory Services, LLC. | 37,320 | $1.5M | 5.63% | 2025-06-30 |
| 5 | Kestra Advisory Services, LLC | 35,578 | $1.1M | 5.36% | 2023-06-30 |
| 6 | B.O.S.S. Retirement Advisors, LLC | 22,241 | $908.9K | 3.35% | 2025-06-30 |
| 7 | FSR Wealth Management Ltd. | 17,517 | $715.9K | 2.64% | 2025-06-30 |
| 8 | TOUNJIAN ADVISORY PARTNERS, LLC | 13,834 | $525.4K | 2.08% | 2025-06-30 |
| 9 | HOWARD BAILEY SECURITIES, LLC | 11,894 | $486.1K | 1.79% | 2025-12-31 |
| 10 | SMART Wealth LLC | 9,463 | $386.7K | 1.42% | 2025-06-30 |
| 11 | WOLVERINE TRADING, LLC | 9,074 | $354.0K | 1.36% | 2024-09-30 |
| 12 | OLD MISSION CAPITAL LLC | 8,967 | $350.7K | 1.35% | 2024-09-30 |
| 13 | Outlook Wealth Advisors, LLC | 8,423 | $344.2K | 1.27% | 2025-06-30 |
| 14 | LifeWealth Investments, LLC | 7,654 | $312.8K | 1.15% | 2025-12-31 |
| 15 | Great Lakes Retirement, Inc. | 7,158 | $292.5K | 1.08% | 2025-06-30 |
| 16 | FWG Investments, LLC. | 5,899 | $241.1K | 0.89% | 2025-06-30 |
| 17 | Weaver Consulting Group | 7,674 | $235.6K | 1.15% | 2023-06-30 |
| 18 | Retirement Planning Group | 5,500 | $224.8K | 0.83% | 2025-06-30 |
| 19 | Aptus Capital Advisors, LLC | 5,500 | $224.8K | 0.83% | 2025-06-30 |
| 20 | Atomi Financial Group, Inc. | 5,500 | $215.1K | 0.83% | 2024-09-30 |
| 21 | Quest 10 Wealth Builders, Inc. | 2,581 | $105.5K | 0.38% | 2025-09-30 |
| 22 | Capital Investment Advisory Services, LLC | 2,445 | $99.9K | 0.36% | 2025-06-30 |
| 23 | ADVISOR GROUP HOLDINGS, INC. | 1,300 | $54.0K | 0.19% | 2025-09-30 |
| 24 | BlackRock, Inc. | 1,396 | $53.0K | 0.21% | 2025-03-31 |
| 25 | Lord & Richards Wealth Management, LLC | 885 | $33.6K | 0.13% | 2025-03-31 |
| 26 | Park Square Financial Group, LLC | 736 | $30.1K | 0.11% | 2025-06-30 |
| 27 | Transce3nd, LLC | 418 | $17.1K | 0.06% | 2025-06-30 |
| 28 | DHJJ Financial Advisors, Ltd. | 334 | $12.7K | 0.05% | 2025-03-31 |
| 29 | Castleview Partners, LLC | 200 | $7.5K | 0.03% | 2024-09-30 |
| 30 | Capital A Wealth Management, LLC | 128 | $4.9K | 0.01% | 2025-03-31 |
| 31 | Decker Retirement Planning Inc. | 97 | $4.0K | 0.01% | 2025-06-30 |
| 32 | UBS Group AG | 78 | $2.3K | 0.01% | 2023-03-31 |
| 33 | CORRADO ADVISORS, LLC | 77 | $2.2K | 0.01% | 2023-03-31 |
| 34 | HARBOUR INVESTMENTS, INC. | 50 | $2.0K | 0.00% | 2024-12-31 |
| 35 | Richard W. Paul & Associates, LLC | 20 | $828 | 0.00% | 2025-06-30 |
| 36 | Global Retirement Partners, LLC | 18 | $744 | 0.00% | 2025-06-30 |
| 37 | Pineridge Advisors LLC | 7 | $289 | 0.00% | 2025-06-30 |
| 38 | MORGAN STANLEY | 1 | $40 | 0.00% | 2024-06-30 |
| 39 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |