Institutional Ownership
Listed Fds Tr
CUSIP 53656F573OVERLAY SHS SHRTOVTQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
13
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 | Bison Wealth, LLC | 1.58M | $34.77M |
| 2 | Holcombe Financial, Inc. | 526.5K | $11.53M |
| 3 | Oasis Advisors, LLC | 2.55M | $4.52M |
| 4 | Orion Porfolio Solutions, LLC | 113.4K | $2.48M |
| 5 | Evolution Wealth Management Inc. | 27.1K | $593.3K |
| 6 | Raymond James Financial Inc | 15.6K | $341.2K |
| 7 | Wealthcare Advisory Partners LLC | 13.5K | $296.4K |
| 8 | Atlantic Union Bankshares Corp | 8.3K | $181.5K |
| 9 | Reap Financial Group, LLC | 5.7K | $124.6K |
| 10 | Ubs Group AG | 761 | $16.7K |