Who Owns Liberty One Tactical Income ETF (LOTI)?Hedge Fund & Institutional Holders
Institutional Holders
3
as of Q4 2025
Total Institutional Value
$2.8T
% of Float Held
—
QoQ Change in Holders
+2 / -0
Price History
LOTI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| HARBOUR INVESTMENTS, INC. | New Position | +1.1M | +$28.3M |
| OSAIC HOLDINGS, INC. | New Position | +785 | +$0 |
| GTS SECURITIES LLC | Increased | +45K | +$-501.4M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HARBOUR INVESTMENTS, INC. | 1,120,492 | $28.3M | 0.57% | Share |
| 2 | GTS SECURITIES LLC | 65,179 | $1.0M | 0.03% | Share |
| 3 | OSAIC HOLDINGS, INC. | 785 | $0 | 0.00% | Share |
LOTI Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 3 | $29.3M | +2 |
| Q3 2025 | 1 | $502.4M | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 3 institutional investors hold LOTI (Liberty One Tactical Income ETF). The largest holder is HARBOUR INVESTMENTS, INC. with $28.3M in shares. This quarter, 2 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own LOTI?
As of Q4 2025, 3 institutional investors report holding LOTI (Liberty One Tactical Income ETF) in their 13F filings.
Who is the largest institutional holder of LOTI?
The largest institutional holder of LOTI is HARBOUR INVESTMENTS, INC. with $28.3M in shares.
Is institutional ownership of LOTI increasing or decreasing?
This quarter, 2 institutions opened new positions in LOTI and 0 closed their positions.