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LOTI TWO RDS SHARED TR

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LIBE ON INCO ETF (fund)

6 managers (6 13F filers) reported a position in LOTI shares at 2026-03-31, 1,543,635 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
6
13F filers
6
New
4
Added
1
Reduced
0
Sold out
1
Shares held by filers
1,543,635

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
HARBOUR INVESTMENTS, INC.1,435,556$36.7M0.57%+315,06413F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC97,922$2.51M0.26%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,647$221K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.785$20.1K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG473$12.1K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.252$6.45K<0.01%new13F-HRTimeline