CUSIP 53656F730
LISTED FD TR
40 institutions · $36.9M total · 1,104,268 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ACCESS FINANCIAL SERVICES, INC. | 663,441 | $22.0M | 60.07% | 2024-06-30 |
| 2 | TrueMark Investments, LLC | 113,189 | $4.0M | 10.25% | 2025-06-30 |
| 3 | Weaver Consulting Group | 104,383 | $3.7M | 9.45% | 2025-06-30 |
| 4 | Lloyd Advisory Services, LLC. | 46,450 | $1.5M | 4.20% | 2025-03-31 |
| 5 | B.O.S.S. Retirement Advisors, LLC | 25,376 | $835.4K | 2.29% | 2025-03-31 |
| 6 | Kestra Advisory Services, LLC | 25,723 | $697.0K | 2.32% | 2023-06-30 |
| 7 | Elevated Capital Advisors, LLC | 14,946 | $492.0K | 1.35% | 2025-06-30 |
| 8 | HOWARD BAILEY SECURITIES, LLC | 13,501 | $444.5K | 1.22% | 2025-12-31 |
| 9 | TOUNJIAN ADVISORY PARTNERS, LLC | 11,280 | $371.3K | 1.02% | 2025-06-30 |
| 10 | OLD MISSION CAPITAL LLC | 12,679 | $356.0K | 1.14% | 2023-12-31 |
| 11 | WOLVERINE TRADING, LLC | 10,615 | $348.1K | 0.96% | 2025-03-31 |
| 12 | SMART Wealth LLC | 10,045 | $330.7K | 0.90% | 2025-03-31 |
| 13 | Great Lakes Retirement, Inc. | 9,202 | $302.9K | 0.83% | 2025-03-31 |
| 14 | FSR Wealth Management Ltd. | 8,930 | $294.0K | 0.80% | 2025-03-31 |
| 15 | Authentikos Wealth Advisory, LLC | 7,415 | $253.8K | 0.67% | 2024-12-31 |
| 16 | LifeWealth Investments, LLC | 6,762 | $222.6K | 0.61% | 2025-12-31 |
| 17 | INSIGHT 2811, INC. | 6,567 | $218.0K | 0.59% | 2024-06-30 |
| 18 | HARBOUR INVESTMENTS, INC. | 2,498 | $89.0K | 0.22% | 2025-06-30 |
| 19 | Quest 10 Wealth Builders, Inc. | 2,318 | $76.3K | 0.20% | 2025-03-31 |
| 20 | Spire Wealth Management | 1,875 | $66.8K | 0.16% | 2025-06-30 |
| 21 | WELLS FARGO & COMPANY/MN | 1,670 | $55.0K | 0.15% | 2025-03-31 |
| 22 | AE Wealth Management LLC | 1,405 | $50.0K | 0.12% | 2025-06-30 |
| 23 | ADVISOR GROUP HOLDINGS, INC. | 1,250 | $45.3K | 0.11% | 2025-09-30 |
| 24 | Lord & Richards Wealth Management, LLC | 550 | $18.1K | 0.04% | 2025-03-31 |
| 25 | Transce3nd, LLC | 489 | $16.1K | 0.04% | 2025-03-31 |
| 26 | DHJJ Financial Advisors, Ltd. | 410 | $14.6K | 0.03% | 2025-06-30 |
| 27 | UBS Group AG | 286 | $10.2K | 0.02% | 2025-06-30 |
| 28 | Park Square Financial Group, LLC | 272 | $9.0K | 0.02% | 2025-03-31 |
| 29 | Aptus Capital Advisors, LLC | 207 | $7.4K | 0.01% | 2025-06-30 |
| 30 | Capital A Wealth Management, LLC | 147 | $4.8K | 0.01% | 2025-03-31 |
| 31 | Pineridge Advisors LLC | 125 | $4.1K | 0.01% | 2025-03-31 |
| 32 | Capital Investment Advisory Services, LLC | 90 | $3.2K | 0.00% | 2025-06-30 |
| 33 | Decker Retirement Planning Inc. | 63 | $2.1K | 0.00% | 2025-03-31 |
| 34 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 31 | $1.1K | 0.00% | 2024-09-30 |
| 35 | Richard W. Paul & Associates, LLC | 24 | $778 | 0.00% | 2025-03-31 |
| 36 | Ameritas Advisory Services, LLC | 22 | $769 | 0.00% | 2025-06-30 |
| 37 | New Millennium Group LLC | 19 | $650 | 0.00% | 2024-12-31 |
| 38 | BANK OF AMERICA CORP /DE/ | 12 | $415 | 0.00% | 2024-09-30 |
| 39 | MORGAN STANLEY | 1 | $58 | 0.00% | 2024-06-30 |
| 40 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |