Institutional Ownership
Listed Fds Tr
CUSIP 53656F573OVERLAY SHS SHRTOVTQ1 2026
Institutional Holders
13
13F filers
Shares Held
4.87M
Aggregate institutional
Institutional Value
$54.88M
Q1 2026
Net New Holders
+2
5 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased5
Decreased2
Sold out3
Institutional Holders
13 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bison Wealth, LLC | 1.58M | $34.77M | +100.6K | Added |
| 2 | Holcombe Financial, Inc. | 526.5K | $11.53M | +25.4K | Added |
| 3 | Oasis Advisors, LLC | 2.55M | $4.52M | +2.55M | New |
| 4 | Orion Porfolio Solutions, LLC | 113.4K | $2.48M | +113.4K | New |
| 5 | Evolution Wealth Management Inc. | 27.1K | $593.3K | +11.0K | Added |
| 6 | Raymond James Financial Inc | 15.6K | $341.2K | 0 | Held |
| 7 | Wealthcare Advisory Partners LLC | 13.5K | $296.4K | +13.5K | New |
| 8 | Atlantic Union Bankshares Corp | 8.3K | $181.5K | +128 | Added |
| 9 | Reap Financial Group, LLC | 5.7K | $124.6K | −948 | Reduced |
| 10 | Ubs Group AG | 761 | $16.7K | +579 | Added |
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