STF Tactical Growth ETFTUGETF
13F holders, Q1 2025 (March 31)15holders −4
1new positions
5sold out
1famous investor
$30.96avg. 13F price*
At the end of Q1 2025, 15 institutions reported holding STF Tactical Growth ETF (TUG) in their 13F filings, down 4 from Q4 2024. 1 opened new positions and 5 sold out. The largest holders were Transamerica Financial Advisors, LLC ($150.5M), Harbour Investments, Inc. ($5.3M) and Atria Wealth Solutions, Inc. ($3.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- STF Tactical Growth ETF
- Filed as
- LISTED FD TR (Q1 2025)
- CUSIP
- 53656F151
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $530K |
| Exits | 5 | $867K |
All 13F filers, Q4 2024 → Q1 2025: 53,379 shares bought and 148,008 shares sold, net −94,629 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Transamerica Financial Advisors, LLC | 15.35% | Reduce -2.1% | 4,860,603 | $150.5M |
| Harbour Investments, Inc. | 0.15% | Add +15.3% | 172,664 | $5.3M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +6.0% | 99,132 | $3.1M |
| LPL Financial LLC | 0.00% | Reduce -11.4% | 94,948 | $2.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +7.1% | 81,501 | $2.5M |
| Independent Financial Group, LLC | 0.05% | Reduce -6.0% | 42,339 | $1.3M |
| Encompass More Asset Management | 0.39% | Add +1.9% | 42,226 | $1.3M |
| Citadel Advisors | 0.00% | Add +5.0% | 20,208 | $626K |
| Jane Street Group, LLC | 0.00% | New | 17,103 | $530K |
| Summit Global Investments | 0.02% | Reduce -5.0% | 10,845 | $336K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.8% | 6,520 | $202K |
| Geneos Wealth Management Inc. | 0.01% | Add +9.9% | 6,379 | $197K |
| Morgan Stanley | 0.00% | Add +0.1% | 2,171 | $67K |
| UBS Group AG | 0.00% | Reduce -11.2% | 1,392 | $43K |
| AE Wealth Management LLC | 0.00% | Reduce -75.4% | 757 | $23K |
"% of holder's portfolio" is TUG's weight in each manager's 13F, not the share of STF Tactical Growth ETF the manager owns.