Institutional Ownership
Listed Fds Tr
CUSIP 53656F268WAHED DOW JONESUMMAQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
36
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Rfg Advisory, LLC | 115.1K | $3.53M |
| 2 | Mercer Global Advisors Inc /Adv | 109.3K | $3.35M |
| 3 | Morgan Stanley | 86.8K | $2.66M |
| 4 | Citadel Advisors LLC | 62.7K | $1.92M |
| 5 | Susquehanna International Group, LLP | 49.8K | $1.53M |
| 6 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 48.3K | $1.48M |
| 7 | Wealth Enhancement Advisory Services, LLC | 40.1K | $1.24M |
| 8 | Apollon Wealth Management, LLC | 36.5K | $1.12M |
| 9 | Sageoak Financial, LLC | 24.9K | $763.2K |
| 10 | Farther Finance Advisors, LLC | 24.2K | $754.7K |