SEC 13F Intelligence

LISTED FDS TR

CUSIP 53656F169

Listed Fds Tr has 18 institutional holders in Filings Flow’s 13F database, together reporting 679.4K shares worth $16M as of Q1 2026. The largest reported holders are Q3 Asset Management, Hbw Advisory Services LLC, and Fifth Third Securities, Inc..

Institutional Holders
18
Q1 2026
Reported Value
$16M
Ticker
unmapped
private placement or foreign
Quarters Tracked
16

Ownership Trend

Institutional holders
Q2 ’22: 6Q2 ’22Q3 ’22: 7Q4 ’22: 6Q4 ’22Q1 ’23: 4Q2 ’23: 5Q2 ’23Q3 ’23: 5Q4 ’23: 8Q4 ’23Q1 ’24: 7Q2 ’24: 9Q2 ’24Q3 ’24: 12Q4 ’24: 17Q4 ’24Q1 ’25: 13Q2 ’25: 12Q2 ’25Q3 ’25: 15Q4 ’25: 21Q4 ’25Q1 ’26: 18filingsflow.com
Total reported value
Q2 ’22: $15MQ2 ’22Q3 ’22: $22MQ4 ’22: $22MQ4 ’22Q1 ’23: $14MQ2 ’23: $25MQ2 ’23Q3 ’23: $28MQ4 ’23: $30MQ4 ’23Q1 ’24: $28MQ2 ’24: $27MQ2 ’24Q3 ’24: $19MQ4 ’24: $26MQ4 ’24Q1 ’25: $24MQ2 ’25: $5MQ2 ’25Q3 ’25: $23MQ4 ’25: $17MQ4 ’25Q1 ’26: $16Mfilingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
Q3 Asset Management$412M AUM1.60%$7M288.1KQ1 2026
HBW ADVISORY SERVICES LLC$949M AUM0.26%$2M107.2KQ1 2026
FIFTH THIRD SECURITIES, INC.$1.5B AUM0.10%$2M67.1KQ1 2026
Redwood Family Wealth LLC$102M AUM0.94%$967,00542.1KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$929,03839.9KQ1 2026
Private Advisor Group, LLC$21.3B AUM0.00%$674,75129.4KQ1 2026
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$532,45421.0KQ4 2025OLDER
Tactive Advisors, LLC$406M AUM0.15%$526,61120.2KQ3 2025OLDER
PFG Investments, LLC$2.1B AUM0.02%$466,50520.3KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$441,00017.4KQ4 2025OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$410,54717.9KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$383,91916.7KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$371,45716.2KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$280,54611.1KQ4 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$247,19010.8KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$221,6129.7KQ1 2026
Transamerica Financial Advisors, LLC$1.2B AUM0.01%$132,0585.8KQ1 2026
AE Wealth Management LLC$18.5B AUM0.00%$93,6394.1KQ1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$91,2414.0KQ1 2026
CWM, LLC$38.1B AUM0.00%$10,000392Q4 2025OLDER
Triumph Capital Management$491M AUM0.00%$4,590200Q1 2026
UBS Group AG$666.3B AUM0.00%$1,56168Q1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$37915Q4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$743Q2 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$441Q4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$251Q4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$50Q1 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

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