Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / STF TACTICAL GRW
-
Number of holders
-
18
-
Total 13F shares, excl. options
-
5,508,383
-
Shares change
-
+83,055
-
Total reported value, excl. options
-
$184,641,719
-
Value change
-
+$2,783,849
-
Number of buys
-
12
-
Number of sells
-
-5
-
Price
-
$33.52
Significant Holders of LISTED FDS TR - STF TACTICAL GRW (TUG) as of Q4 2024
19 filings reported holding TUG - LISTED FDS TR - STF TACTICAL GRW as of Q4 2024.
LISTED FDS TR - STF TACTICAL GRW (TUG) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,508,383 shares
.
Largest 10 shareholders include Transamerica Financial Advisors, Inc. (4,964,662 shares), HARBOUR INVESTMENTS, INC. (149,724 shares), LPL Financial LLC (107,138 shares), Atria Wealth Solutions, Inc. (93,526 shares), Envestnet Portfolio Solutions, Inc. (76,086 shares), Encompass More Asset Management (41,439 shares), CITADEL ADVISORS LLC (19,255 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (15,934 shares), Summit Global Investments (11,413 shares), and Cambridge Investment Research Advisors, Inc. (6,641 shares).
This table shows the top 18 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.