LISTED FDS TR
CUSIP 53656H751
Listed Fds Tr has 4 institutional holders in Filings Flow’s 13F database, together reporting 848.1K shares worth $22M as of Q1 2026. The largest reported holders are One Plus One Wealth Management, LLC, World Equity Group, Inc., and Independent Financial Group, LLC.
Institutional Holders
4
Q1 2026
Reported Value
$22M
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 |
|---|---|---|---|---|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM | 7.40% | $18M | 682.9K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.83% | $4M | 144.8K | Q2 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.03% | $763,181 | 29.7K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.02% | $1M | 39.4K | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $4,451 | 182 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $80,108 | 3.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.