CUSIP 53656F763
LISTED FD TR
41 institutions · $26.1M total · 744,433 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Authentikos Wealth Advisory, LLC | 254,953 | $9.1M | 34.24% | 2025-12-31 |
| 2 | TrueMark Investments, LLC | 168,996 | $6.0M | 22.70% | 2025-06-30 |
| 3 | Lloyd Advisory Services, LLC. | 47,357 | $1.6M | 6.36% | 2025-03-31 |
| 4 | Vise Technologies, Inc. | 39,212 | $1.4M | 5.26% | 2025-06-30 |
| 5 | OLD MISSION CAPITAL LLC | 28,798 | $958.3K | 3.86% | 2025-03-31 |
| 6 | B.O.S.S. Retirement Advisors, LLC | 25,451 | $846.9K | 3.41% | 2025-03-31 |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 17,901 | $681.4K | 2.40% | 2025-09-30 |
| 8 | FSR Wealth Management Ltd. | 19,847 | $660.5K | 2.66% | 2025-03-31 |
| 9 | Weaver Consulting Group | 14,545 | $519.5K | 1.95% | 2025-06-30 |
| 10 | TOUNJIAN ADVISORY PARTNERS, LLC | 15,378 | $511.7K | 2.06% | 2025-06-30 |
| 11 | Elevated Capital Advisors, LLC | 14,993 | $498.9K | 2.01% | 2025-06-30 |
| 12 | HOWARD BAILEY SECURITIES, LLC | 13,347 | $444.2K | 1.79% | 2025-12-31 |
| 13 | JPMORGAN CHASE & CO | 11,126 | $397.4K | 1.49% | 2025-06-30 |
| 14 | SMART Wealth LLC | 11,060 | $368.0K | 1.48% | 2025-03-31 |
| 15 | Outlook Wealth Advisors, LLC | 9,655 | $321.3K | 1.29% | 2025-03-31 |
| 16 | Great Lakes Retirement, Inc. | 9,029 | $300.5K | 1.21% | 2025-03-31 |
| 17 | AE Wealth Management LLC | 7,456 | $266.3K | 1.00% | 2025-06-30 |
| 18 | LifeWealth Investments, LLC | 7,452 | $248.0K | 1.00% | 2025-12-31 |
| 19 | GTS SECURITIES LLC | 6,223 | $213.8K | 0.83% | 2024-12-31 |
| 20 | Mid-American Wealth Advisory Group, Inc. | 5,666 | $202.4K | 0.76% | 2025-06-30 |
| 21 | Castleview Partners, LLC | 3,937 | $136.5K | 0.52% | 2024-12-31 |
| 22 | Capital Investment Advisory Services, LLC | 3,491 | $124.7K | 0.46% | 2025-06-30 |
| 23 | Quest 10 Wealth Builders, Inc. | 2,554 | $85.0K | 0.34% | 2025-03-31 |
| 24 | BlackRock, Inc. | 1,454 | $51.9K | 0.19% | 2025-06-30 |
| 25 | Lord & Richards Wealth Management, LLC | 1,030 | $34.3K | 0.13% | 2025-03-31 |
| 26 | HARBOUR INVESTMENTS, INC. | 936 | $33.4K | 0.12% | 2025-06-30 |
| 27 | Aptus Capital Advisors, LLC | 856 | $30.6K | 0.11% | 2025-06-30 |
| 28 | Transce3nd, LLC | 483 | $16.1K | 0.06% | 2025-03-31 |
| 29 | UBS Group AG | 406 | $14.5K | 0.05% | 2025-06-30 |
| 30 | Park Square Financial Group, LLC | 370 | $12.3K | 0.04% | 2025-03-31 |
| 31 | Capital A Wealth Management, LLC | 150 | $5.0K | 0.02% | 2025-03-31 |
| 32 | Pineridge Advisors LLC | 123 | $4.1K | 0.01% | 2025-03-31 |
| 33 | Decker Retirement Planning Inc. | 63 | $2.1K | 0.00% | 2025-03-31 |
| 34 | DHJJ Financial Advisors, Ltd. | 30 | $1.1K | 0.00% | 2025-06-30 |
| 35 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 30 | $1.0K | 0.00% | 2024-09-30 |
| 36 | Ameritas Advisory Services, LLC | 23 | $807 | 0.00% | 2025-06-30 |
| 37 | Richard W. Paul & Associates, LLC | 24 | $786 | 0.00% | 2025-03-31 |
| 38 | BANK OF AMERICA CORP /DE/ | 12 | $416 | 0.00% | 2024-09-30 |
| 39 | Allworth Financial LP | 10 | $352 | 0.00% | 2024-12-31 |
| 40 | New Millennium Group LLC | 6 | $200 | 0.00% | 2025-03-31 |
| 41 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |