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Disclosery

LCTD BLACKROCK ETF TRUST

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ISHA WORL EX ETF (fund)

97 managers (99 13F filers) reported a position in LCTD shares at 2024-12-31, 5,644,600 shares in all. 12 filers opened a position and 14 filers sold out during the quarter.

Managers
97
13F filers
99
New
12
Added
50
Reduced
20
Sold out
14
Shares held by filers
5,644,600

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,658,305$72.2M+58,900Timeline
UBS Group AGgroup of 2 filers holding1,481,363$64.5M-81Timeline
FACTORY MUTUAL INSURANCE CO1,147,970$50M0.54%013F-HRTimeline
LPL Financial LLC233,706$10.2M<0.01%+99,45413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO150,668$6.56M<0.01%+23,97213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC110,796$4.82M0.05%+10,68913F-HRTimelineGroup
CWM, LLCin group CWM, LLC73,739$3.21M0.01%-18,82813F-HRTimelineGroup
Cetera Investment Advisers69,060$3.01M0.01%+2,11513F-HRTimeline
MML INVESTORS SERVICES, LLC66,370$2.89M0.01%-82913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC46,148$2.01M<0.01%new13F-HRTimelineGroup
One Wealth Advisors, LLC33,602$1.46M0.22%-24613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC31,681$1.38M<0.01%-3,41313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC30,921$1.35M<0.01%+6,87713F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…26,522$1.21M<0.01%+1,30813F-HRTimelineGroup
Atria Wealth Solutions, Inc.26,233$1.14M0.01%-1,90913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…23,336$1.02M0.01%+1,30213F-HRTimelineGroup
Janney Montgomery Scott LLC21,670$943K<0.01%+1,77613F-HRTimeline
Horst & Graben Wealth Management LLC21,369$930K0.17%+1,12713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA20,992$914K<0.01%+1,85213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,782$774K0.01%+81413F-HRTimelineGroup
Cambridge Investment Research Advisors,…17,501$762K<0.01%+1,21213F-HRTimeline
Sharkey, Howes & Javer17,179$748K0.11%+1,10613F-HRTimeline
OneDigital Investment Advisors LLC16,768$730K0.01%+4213F-HRTimeline
Sanctuary Advisors, LLC15,110$694K<0.01%-1,06413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,874$647K<0.01%+1,23513F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…14,781$643K0.01%+1,50013F-HRTimeline
Davis Wealth Advisors, LLC13,840$602K0.66%13F-HRTimeline
SigFig Wealth Management, LLC13,664$596K0.02%+1,35213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,788$513K<0.01%+1,33113F-HRTimeline
Investor's Fiduciary Advisor Network, L…11,193$487K0.19%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,347$407K<0.01%-49313F-HRTimelineGroup
Integrated Wealth Concepts LLC9,004$392K<0.01%-9,88913F-HRTimeline
MGO ONE SEVEN LLC8,969$390K0.02%-19613F-HRTimeline
Perigon Wealth Management, LLC8,790$388K0.01%+3,84013F-HRTimeline
NewEdge Advisors, LLC8,876$386K<0.01%+8,84013F-HRTimeline
Elios Financial Group Inc.8,549$372K0.18%+28113F-HRTimeline
AE Wealth Management LLC8,259$359K<0.01%-21513F-HRTimeline
WEALTH ALLIANCE, LLC8,174$356K0.04%+53213F-HRTimeline
Orion Porfolio Solutions, LLC7,800$339K<0.01%+1,05513F-HRTimeline
Orion Portfolio Solutions, LLC7,800$339K<0.01%+1,05513F-HRTimeline
Austin Private Wealth, LLC7,734$337K0.03%+54713F-HRTimeline
TOWNSQUARE CAPITAL LLC7,724$336K<0.01%+2,57313F-HRTimeline
Regal Investment Advisors LLC6,147$268K0.02%+66213F-HRTimeline
Snowden Capital Advisors LLC6,103$266K0.01%+87313F-HRTimeline
MA Private Wealth6,020$262K0.05%+5713F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …6,031$262K0.01%-1,71213F-HRTimelineGroup
HighTower Advisors, LLC5,907$257K<0.01%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.5,860$255K<0.01%-36213F-HRTimeline
RFG Advisory, LLC5,745$250K0.01%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,637$245K0.01%13F-HRTimeline
GeoWealth Management, LLC5,489$239K0.01%+5,24713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,971$216K0.01%+34313F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC4,884$213K0.11%13F-HRTimeline
World Investment Advisors4,822$210K0.01%+15513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…4,168$188K0.01%+56613F-HRTimeline
Farther Finance Advisors, LLC3,502$152K0.01%+41713F-HRTimeline
Venturi Wealth Management, LLC3,233$141K0.01%+27413F-HRTimeline
First Horizon Advisors, Inc.2,333$102K<0.01%-56613F-HRTimeline
Gen-Wealth Partners Inc1,875$81.6K0.04%-18713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,856$81K<0.01%+35113F-HRTimelineGroup
CoreCap Advisors, LLC1,861$81K<0.01%+39813F-HRTimeline
Aptus Capital Advisors, LLC1,753$76.3K<0.01%-2,65813F-HRTimeline
HARBOUR INVESTMENTS, INC.1,352$58.8K<0.01%-8613F-HRTimeline
SOFI WEALTH, LLC1,305$56.8K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,260$54.8K<0.01%+6613F-HRTimeline
JFS WEALTH ADVISORS, LLC1,231$53.6K<0.01%+13113F-HRTimeline
Van Hulzen Asset Management, LLC1,218$53K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,192$51.9K<0.01%new13F-HRTimeline
COMERICA BANK1,187$51.7K<0.01%+1213F-HR/ATimeline
ENDEAVOR PRIVATE WEALTH, INC.1,151$50.1K0.05%13F-HRTimeline
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC874$38.1K<0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC671$29.2K<0.01%+3413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.550$23.9K<0.01%+3513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…492$21.4K<0.01%+8913F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP429$18.7K<0.01%-3113F-HRTimeline
Global Retirement Partners, LLC425$18.5K<0.01%013F-HRTimeline
WealthShield Partners, LLC391$17K<0.01%+1013F-HRTimeline
Milestone Investment Advisors LLC290$12.6K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC289$12.6K<0.01%new13F-HRTimeline
ORG Partners LLC289$12.6K<0.01%013F-HRTimeline
Transce3nd, LLC263$11.4K<0.01%13F-HRTimeline
WealthTrak Capital Management LLC214$9.31K0.01%13F-HRTimeline
Capital A Wealth Management, LLC205$8.92K0.01%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…203$8.83K<0.01%+3913F-HRTimelineGroup
GPS Wealth Strategies Group, LLC175$7.61K<0.01%+313F-HRTimeline
Atlatl Advisers LLC157$6.83K<0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.128$5.83K<0.01%13F-HRTimeline
Physician Wealth Advisors, Inc.110$4.79K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC102$4.44K<0.01%+813F-HRTimeline
Hanson & Doremus Investment Management77$3K<0.01%new13F-HRTimeline
MAI Capital Management64$2.79K<0.01%new13F-HRTimeline
Sugarloaf Wealth Management, LLC50$2.18K<0.01%-1,12813F-HRTimeline
MATHER GROUP, LLC.49$2.13K<0.01%+1213F-HRTimeline
Parallel Advisors, LLC34$1.48K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC11$479<0.01%013F-HRTimeline
Allworth Financial LP7$333<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$49<0.01%-6713F-HR/ATimelineGroup