LISTED FDS TR
CUSIP 53656G332
Listed Fds Tr has 9 institutional holders in Filings Flow’s 13F database, together reporting 625.4K shares worth $17M as of Q1 2026. The largest reported holders are Coppell Advisory Solutions LLC, Triad Wealth Partners, LLC, and Ae Wealth Management LLC.
Institutional Holders
9
Q1 2026
Reported Value
$17M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Coppell Advisory Solutions LLC$170M AUM | 5.46% | $55M | 2.02M | Q4 2025OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.92% | $12M | 439.2K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$332M AUM | 0.13% | $445,777 | 14.8K | Q2 2026 |
| Gibbs Wealth Management$762M AUM | 0.06% | $462,033 | 17.5K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $2M | 88.1K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $606,583 | 22.9K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $65,974 | 2.5K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 39.2K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $1,871 | 70 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $6,489 | 237 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $9,428 | 363 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.