Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / STF TAC GW & INC
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Number of holders
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14
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Total 13F shares, excl. options
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1.13M
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Shares change
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+63.3K
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Total reported value, excl. options
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$24.4M
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Value change
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+$1.32M
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Number of buys
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8
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Number of sells
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-9
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Price
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$21.57
Significant Holders of LISTED FDS TR - STF TAC GW & INC (TUGN) as of Q1 2025
19 filings reported holding TUGN - LISTED FDS TR - STF TAC GW & INC as of Q1 2025.
LISTED FDS TR - STF TAC GW & INC (TUGN) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.13M shares
.
Largest 10 shareholders include Q3 Asset Management (516K shares), Transamerica Financial Advisors, LLC (358K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (77.3K shares), Private Advisor Group, LLC (52.9K shares), HBW ADVISORY SERVICES LLC (36.4K shares), Arete Wealth Advisors, LLC (18.6K shares), Atria Wealth Solutions, Inc. (17.1K shares), Envestnet Portfolio Solutions, Inc. (16.3K shares), COMMONWEALTH EQUITY SERVICES, LLC (15.5K shares), and CITADEL ADVISORS LLC (12.8K shares).
This table shows the top 14 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.