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 | Added to | 1,423,436 | 34,904 | 0.57% | 0.58% | 1 | +252,413 | 21.55% | Q1 2026 | May 18, 2026 |
| Avory & Company, LLC | History | No change | 19,531 | 478 | 0.62% | 0.32% | 2 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| UBS Group AG | History | Reduced | 348 | 8 | 0.0% | 0.0% | 3 | -169 | -32.69% | Q1 2026 | May 05, 2026 |