Institutional Ownership
Listed Fds Tr
CUSIP 53656F383SPEAR ALPHA ETFSPRXQ1 2026
Institutional Holders
42
13F filers
Shares Held
1.07M
Aggregate institutional
Institutional Value
$37.29M
Q1 2026
Net New Holders
+0
10 new · 10 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions10
Increased13
Decreased14
Sold out10
Institutional Holders
42 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Apollon Wealth Management, LLC | 243.9K | $8.68M | +6.8K | Added |
| 2 | Goalvest Advisory LLC | 152.0K | $5.41M | +152.0K | New |
| 3 | Wealth Watch Advisors, Inc | 76.0K | $2.71M | +2.4K | Added |
| 4 | Hbw Advisory Services LLC | 72.5K | $2.58M | +72.5K | New |
| 5 | Pinion Investment Advisors, LLC | 66.7K | $2.37M | +66.7K | New |
| 6 | D.A. Davidson & Co. | 64.9K | $2.31M | +1.8K | Added |
| 7 | Gentry Private Wealth, LLC | 58.3K | $2.08M | +58.3K | New |
| 8 | Osaic Holdings, Inc. | 52.5K | $1.87M | +23.1K | Added |
| 9 | Td Waterhouse Canada Inc. | 42.5K | $1.54M | +15.3K | Added |
| 10 | National Wealth Management Group, LLC | 25.6K | $910.5K | +5.0K | Added |
32 more institutional holders on Premium
See every fund holding Listed Fds Tr, with full quarter-over-quarter share changes.
Unlock all holders