Listed Funds Trust - YFYA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BURNEY CO/ | History | New | 36,659 | 354 | 0.01% | — | 1 | +36,659 | New | Q3 2026 | Oct 15, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 27,969 | 270 | 0.01% | 0.02% | 2 | -13,861 | -33.14% | Q3 2026 | Oct 26, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | No change | 23,055 | 225 | 0.07% | 0.07% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 11,545 | 112 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 2,244 | 21 | 0.0% | 0.0% | 5 | +1,966 | 707.19% | Q3 2026 | Nov 10, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 1,953,667 | 1 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |