Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Listed Funds Trust - Core Alternative ETF include Efficient Advisors, LLC, and Raymond James Financial Inc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Morgan Stanley | 367 | 36,600.00 | 10 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 39,657 | 0.07 | 1,065 | 0.57 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 24,525 | 659 | ||||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 14,743 | 396 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 7,877 | 212 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 313,057 | 2.74 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 49,133 | 91.50 | 1,320 | 91.99 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 753 | 20 | ||||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 132,590 | 4.37 | 3,561 | 4.83 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 28,865 | 775 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 10,630 | 137.38 | 286 | 139.50 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,360 | 63 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
