Stock ownership · SEC 13F · Q4 2024

LISTED FD TR

Institutional ownership of LISTED FD TR (CUSIP 53656F672) - who holds it, how concentrated it is, and what moved last quarter.

$381K
Reported value
3
Institutions
100%
Top-5 share

The verdict

3 institutions report $381K of LISTED FD TR positions as of Q4 2024, with ownership heavily concentrated in a handful of holders.

3
institutions hold it
$381K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2024; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 53656F672 · Q4 2024 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-SHORT

  • VALUE-TRACE $0.4M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-SHORT 1Q history

Read with: Ownership concentration guide - LISTED FD TR's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of LISTED FD TR
  1. 1
    LifeWealth Investments, LLC $334K
  2. 2
    Capital A Wealth Management, LLC $36K
  3. 3
    Park Square Financial Group, LLC $10K

Top 3 reported holders by value · Q4 2024

Top Institutional Holders

# Institution Shares Value Share of reported
1 LifeWealth Investments, LLC 9,028 $334K 87.7%
2 Capital A Wealth Management, LLC 980 $36K 9.5%
3 Park Square Financial Group, LLC 282 $10K 2.7%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among LISTED FD TR's reported holders for Q4 2024, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2024

New positions (3)

LifeWealth Investments, LLC $334K
Capital A Wealth Management, LLC $36K
Park Square Financial Group, LLC $10K

Frequently Asked Questions

How many institutions hold LISTED FD TR?▼
LISTED FD TR is held by 3 institutional investors per the latest SEC Form 13F filings as of Q4 2024.
What is the total institutional value of LISTED FD TR?▼
Institutions report $381K of LISTED FD TR as of Q4 2024.
How concentrated is ownership of LISTED FD TR?▼
The top five institutional holders account for 100% of the reported institutional value in LISTED FD TR, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of LISTED FD TR?▼
LifeWealth Investments, LLC is the largest reported holder of LISTED FD TR with $334K across 9,028 shares as of Q4 2024.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.