SEC 13F Intelligence

EXCHANGE LISTED FDS TR

CUSIP 30151E533

Exchange Listed Fds Tr has 14 institutional holders in Filings Flow’s 13F database, together reporting 447.1K shares worth $39M as of Q1 2026. The largest reported holders are Exchange Traded Concepts, LLC, Fortress Wealth Management, Inc., and Farther Finance Advisors, LLC.

Institutional Holders
14
Q1 2026
Reported Value
$39M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’25: 17Q4 ’25Q1 ’26: 14Q1 ’26filingsflow.com
Total reported value
Q4 ’25: $37MQ4 ’25Q1 ’26: $39MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Fortress Wealth Management, Inc.$225M AUM2.59%$6M67.1KQ3 2025OLDER
SHEPHERD KAPLAN KROCHUK, LLC$119M AUM0.85%$1M11.5KQ1 2026
PACK Private Wealth, LLC$218M AUM0.25%$541,3536.1KQ1 2026
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.16%$22M252.5KQ1 2026
GTS SECURITIES LLC$2.8B AUM0.07%$2M21.0KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.05%$6M65.3KQ1 2026
BARRETT & COMPANY, INC.$291M AUM0.05%$139,2231.6KQ1 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$692,3897.8KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$6M64.6KQ1 2026
Arax Advisory Partners$3.5B AUM0.00%$41,886482Q4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$216,0292.4KQ1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$339,7903.8KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$926,96210.7KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$600,5026.8KQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$255,5342.9KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$239,4232.7KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$15,393174Q1 2026
FMR LLC$1.90T AUM0.00%$61,798700Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.