Who owns Liberty One Tactical Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of LOTI from SEC Form 13F filings across 5 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 5 institutions disclosed 1.7M shares of Liberty One Tactical Income ETF worth $43.5M — about 94.5% of shares outstanding; the largest disclosed holder is HARBOUR INVESTMENTS, INC.. Source: SEC Form 13F filings, parsed by EvidInvest.
5
13F holders
$43.5M
value, 2026 filers
94.5%
of shares outstanding (1.7M sh)
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of LOTI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | HARBOUR INVESTMENTS, INC. | 1.6M | $40.6M | 0.5% | 88.2% | +8.7% |
| 2 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 95,076 | $2.5M | 0.2% | 5.4% | -2.9% |
| 3 | GTS SECURITIES LLCNEW | 15,067 | $392,028 | 0.0% | 0.9% | new |
| 4 | OSAIC HOLDINGS, INC. | 785 | $20,425 | 0.0% | 0% | 0.0% |
| 5 | AMERIFLEX GROUP, INC. | 252 | $6,557 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.