Institutional Ownership
Listed Fds Tr
CUSIP 53656F268WAHED DOW JONESUMMAQ1 2026
Institutional Holders
36
13F filers
Shares Held
767.8K
Aggregate institutional
Institutional Value
$23.66M
Q1 2026
Net New Holders
+6
6 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased12
Decreased11
Sold out0
Institutional Holders
36 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Rfg Advisory, LLC | 115.1K | $3.53M | −152.2K | Reduced |
| 2 | Mercer Global Advisors Inc /Adv | 109.3K | $3.35M | −1.9K | Reduced |
| 3 | Morgan Stanley | 86.8K | $2.66M | +39.8K | Added |
| 4 | Citadel Advisors LLC | 62.7K | $1.92M | −16.0K | Reduced |
| 5 | Susquehanna International Group, LLP | 49.8K | $1.53M | −1.5K | Reduced |
| 6 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 48.3K | $1.48M | 0 | Held |
| 7 | Wealth Enhancement Advisory Services, LLC | 40.1K | $1.24M | −17.4K | Reduced |
| 8 | Apollon Wealth Management, LLC | 36.5K | $1.12M | +7.7K | Added |
| 9 | Sageoak Financial, LLC | 24.9K | $763.2K | −530 | Reduced |
| 10 | Farther Finance Advisors, LLC | 24.2K | $754.7K | +5 | Added |
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