Listed Funds Trust - MARZ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TrueMark Investments, LLC | History | Added to | 273,363 | 9,369 | 1.79% | 1.52% | 1 | +22,449 | 8.95% | Q4 2025 | Jan 14, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | Reduced | 60,684 | 2,079 | 0.88% | 0.98% | 2 | -2,369 | -3.76% | Q4 2025 | Jan 23, 2026 |
| Weaver Consulting Group | History | Reduced | 52,971 | 1,815 | 0.44% | 0.49% | 3 | -1,941 | -3.53% | Q4 2025 | Feb 10, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 21,892 | 750 | 0.02% | — | 4 | +21,892 | New | Q4 2025 | Feb 17, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 16,593 | 568 | 0.13% | 0.15% | 5 | -591 | -3.44% | Q4 2025 | Jan 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1,791 | 61 | 0.0% | — | 6 | +1,791 | New | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,426 | 48 | 0.0% | 0.0% | 7 | +45 | 3.26% | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | Reduced | 858 | 29 | 0.0% | 0.0% | 8 | -236 | -21.57% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 300 | 10 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 320 | 10 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Reduced | 20 | 0 | — | 0.0% | — | -35 | -63.64% | Q4 2025 | Jan 29, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 29 | 0 | — | — | — | +29 | New | Q4 2025 | Feb 06, 2026 |