LOTI Liberty One Tactical Income ETF
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Institutional owners (13F) 5 filers · $43.5M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 1 (-3 vs prior Q) | 2 (+2 vs prior Q) | 1 (0 vs prior Q) | 1 (+1 vs prior Q) | +128K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| HARBOUR INVESTMENTS, INC. | $40,604,570 | 1,560,574 | 93.35% | Shares |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | $2,473,783 | 95,076 | 5.69% | Shares |
| GTS SECURITIES LLC | $392,028 | 15,067 | 0.90% | Shares |
| OSAIC HOLDINGS, INC. | $20,425 | 785 | 0.05% | Shares |
| AMERIFLEX GROUP, INC. | $6,557 | 252 | 0.02% | Shares |