CUSIP 53656F714
LISTED FD TR
39 institutions · $101.6M total · 2,580,153 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 1,068,777 | $42.6M | 41.42% | 2025-06-30 |
| 2 | ACCESS FINANCIAL SERVICES, INC. | 325,832 | $12.7M | 12.62% | 2024-09-30 |
| 3 | Principia Wealth Advisory, LLC | 203,929 | $7.8M | 7.90% | 2025-03-31 |
| 4 | Lloyd Advisory Services, LLC. | 181,042 | $7.2M | 7.01% | 2025-06-30 |
| 5 | TrueMark Investments, LLC | 176,709 | $7.0M | 6.84% | 2025-06-30 |
| 6 | B.O.S.S. Retirement Advisors, LLC | 92,769 | $3.7M | 3.59% | 2025-06-30 |
| 7 | Weaver Consulting Group | 69,275 | $2.8M | 2.68% | 2025-06-30 |
| 8 | Valtinson Bruner Financial Planning LLC | 52,896 | $2.1M | 2.05% | 2025-06-30 |
| 9 | HOWARD BAILEY SECURITIES, LLC | 50,888 | $2.0M | 1.97% | 2025-12-31 |
| 10 | FSR Wealth Management Ltd. | 50,600 | $2.0M | 1.96% | 2025-06-30 |
| 11 | SMART Wealth LLC | 43,042 | $1.7M | 1.66% | 2025-06-30 |
| 12 | LifeWealth Investments, LLC | 31,089 | $1.2M | 1.20% | 2025-12-31 |
| 13 | FWG Investments, LLC. | 29,964 | $1.2M | 1.16% | 2025-06-30 |
| 14 | Great Lakes Retirement, Inc. | 29,853 | $1.2M | 1.15% | 2025-06-30 |
| 15 | Kestra Advisory Services, LLC | 23,530 | $724.8K | 0.91% | 2023-06-30 |
| 16 | ADVISOR GROUP HOLDINGS, INC. | 15,677 | $624.7K | 0.60% | 2025-09-30 |
| 17 | WOLVERINE TRADING, LLC | 15,014 | $576.0K | 0.58% | 2024-12-31 |
| 18 | Summit Wealth Partners, LLC | 17,895 | $525.0K | 0.69% | 2024-09-30 |
| 19 | FSA Advisors, Inc. | 12,472 | $496.9K | 0.48% | 2025-06-30 |
| 20 | Kingdom Financial Group LLC. | 12,432 | $495.3K | 0.48% | 2025-06-30 |
| 21 | Csenge Advisory Group | 12,224 | $469.3K | 0.47% | 2025-06-30 |
| 22 | Quest 10 Wealth Builders, Inc. | 11,604 | $462.4K | 0.44% | 2025-09-30 |
| 23 | OLD MISSION CAPITAL LLC | 13,229 | $432.7K | 0.51% | 2023-09-30 |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,004 | $398.6K | 0.38% | 2025-06-30 |
| 25 | Outlook Wealth Advisors, LLC | 8,745 | $348.4K | 0.33% | 2025-06-30 |
| 26 | Capital Investment Advisory Services, LLC | 7,459 | $297.2K | 0.28% | 2025-06-30 |
| 27 | LINCOLN NATIONAL CORP | 5,690 | $205.5K | 0.22% | 2024-03-31 |
| 28 | DHJJ Financial Advisors, Ltd. | 2,043 | $81.4K | 0.07% | 2025-06-30 |
| 29 | Transce3nd, LLC | 1,840 | $73.3K | 0.07% | 2025-06-30 |
| 30 | Park Square Financial Group, LLC | 1,666 | $66.4K | 0.06% | 2025-06-30 |
| 31 | HARBOUR INVESTMENTS, INC. | 1,100 | $43.8K | 0.04% | 2025-06-30 |
| 32 | Decker Retirement Planning Inc. | 327 | $13.0K | 0.01% | 2025-06-30 |
| 33 | UBS Group AG | 123 | $4.7K | 0.00% | 2024-12-31 |
| 34 | Aptus Capital Advisors, LLC | 120 | $3.5K | 0.00% | 2023-03-31 |
| 35 | Richard W. Paul & Associates, LLC | 87 | $3.5K | 0.00% | 2025-06-30 |
| 36 | Global Retirement Partners, LLC | 76 | $3.0K | 0.00% | 2025-06-30 |
| 37 | Sugarloaf Wealth Management, LLC | 100 | $2.9K | 0.00% | 2023-03-31 |
| 38 | Pineridge Advisors LLC | 31 | $1.2K | 0.00% | 2025-06-30 |
| 39 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |