LOTI Institutional Ownership
Liberty One Tactical Income ETF
1W: -0.9%
1M: -3.6%
3M: -3.8%
YTD: +0.5%
1Y: -0.3%
$25.21
+0.01 (+0.04%)
Weekly Expected Move ±0.7%
$25
$25
$25
$25
$26
Overview
Chart
Holdings
Changes
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Analysis
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Short Interest
Dividends
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Institutional Ownership — LOTI
7
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
43M
Total Invested
1
New Positions
1
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (7 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HARBOUR INVESTMENTS, INC. | 1,560,574 | 39M | +125,018 | +8.7% | 3Q | SEC ↗ |
| 2 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 95,076 | 2M | -2,846 | -2.9% | 2Q | SEC ↗ |
| 3 | GTS SECURITIES LLC NEW | 15,067 | 380K | — | +0.0% | 1Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 785 | 20K | — | +0.0% | 3Q | SEC ↗ |
| 5 | AMERIFLEX GROUP, INC. | 252 | 6K | — | +0.0% | 2Q | SEC ↗ |
| 6 | JANE STREET GROUP, LLC | 0 | 0K | -8,647 | -100.0% | 1Q | SEC ↗ |
| 7 | UBS Group AG | 0 | 0K | -473 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| GTS SECURITIES LLC | 15,067 | 380K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 8,647 | 218K |
| UBS Group AG | 473 | 12K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| HARBOUR INVESTMENTS, INC. | +125,018 | +8.7% | 1,560,574 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LIBERTY ONE INVESTMENT MANAGEMENT, | -2,846 | -2.9% | 95,076 |