Institutional Ownership
Listed Fds Tr
CUSIP 53656F417ROUNDHILL BALLMETVQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
77
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 | Corient Private Wealth LLC | 54.7K | $31.01M |
| 2 | Evanson Asset Management, LLC | 36.8K | $21.04M |
| 3 | Northwestern Mutual Wealth Management Co | 459.5K | $7.32M |
| 4 | Gemmer Asset Management LLC | 12.2K | $6.96M |
| 5 | Gm Advisory Group, LLC | 167.6K | $2.67M |
| 6 | Family Office Research LLC | 3.7K | $2.09M |
| 7 | Lpl Financial LLC | 127.3K | $2.03M |
| 8 | Two Sigma Investments, LP | 57.5K | $916.0K |
| 9 | Merit Financial Group, LLC | 55.2K | $878.9K |
| 10 | Morgan Stanley | 52.0K | $828.7K |