Listed Funds Trust - OEI
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Arkadios Wealth Advisors | History | New | 1,171,023 | 29,975 | 0.58% | — | 1 | +1,171,023 | New | Q4 2025 | Feb 13, 2026 |
| Avory & Company, LLC | History | New | 19,531 | 499 | 0.32% | — | 2 | +19,531 | New | Q4 2025 | Feb 24, 2026 |
| UBS Group AG | History | New | 517 | 13 | 0.0% | — | 3 | +517 | New | Q4 2025 | Jan 29, 2026 |