LISTED FD TR (DECZXXXX)
Institutional ownership reported to the SEC as of Q3 2025, across 20 quarters.
1
Reporting holders
$577.0K
Reported value
0.0%
Held as options
-14
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LifeWealth Investments, LLC | $577.0K | 14,163 | 0.09% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2025 | 1 | $577.0K | 14,163 | 1 | 0 | 0 | 0.0% |
| Q2 2025 | 15 | $7.0M | 183,851 | 4 | 2 | 4 | 0.0% |
| Q1 2025 | 34 | $53.6M | 1,494,972 | 6 | 13 | 8 | 0.0% |
| Q4 2024 | 33 | $51.8M | 1,399,080 | 6 | 9 | 7 | 0.0% |
| Q3 2024 | 28 | $41.6M | 1,118,745 | 10 | 4 | 6 | 0.0% |
| Q2 2024 | 17 | $30.7M | 863,510 | 2 | 3 | 7 | 0.0% |
| Q1 2024 | 16 | $36.3M | 1,014,993 | 4 | 3 | 4 | 0.0% |
| Q4 2023 | 20 | $41.7M | 1,288,582 | 7 | 3 | 7 | 0.0% |
| Q3 2023 | 12 | $30.0M | 1,003,437 | 7 | 2 | 1 | 0.0% |
| Q2 2023 | 5 | $1.3M | 43,304 | 2 | 0 | 1 | 0.0% |
| Q1 2023 | 4 | $1.3M | 46,784 | 0 | 1 | 1 | 0.0% |
| Q4 2022 | 6 | $1.4M | 52,402 | 1 | 0 | 2 | 0.0% |
| Q3 2022 | 8 | $2.5M | 96,152 | 1 | 3 | 1 | 0.0% |
| Q2 2022 | 9 | $3.0M | 114,837 | 1 | 2 | 3 | 0.0% |
| Q1 2022 | 9 | $3.6M | 121,629 | 4 | 2 | 1 | 0.0% |
| Q4 2021 | 5 | $8.2M | 253,517 | 3 | 1 | 1 | 0.0% |
| Q3 2021 | 5 | $2.2M | 77,149 | 0 | 3 | 0 | 0.0% |
| Q2 2021 | 5 | $1.7M | 59,264 | 1 | 1 | 0 | 0.0% |
| Q1 2021 | 4 | $1.2M | 46,810 | 1 | 0 | 1 | 0.0% |
| Q4 2020 | 4 | $945.0K | 37,133 | 4 | 0 | 0 | 0.0% |