Institutional Ownership
Listed Fds Tr
CUSIP 53656F581OVERLAY SHARESOVLHQ1 2026
Institutional Holders
24
13F filers
Shares Held
2.12M
Aggregate institutional
Institutional Value
$84.39M
Q1 2026
Net New Holders
+0
6 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased6
Decreased8
Sold out6
Institutional Holders
24 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bison Wealth, LLC | 1.04M | $43.63M | −47.4K | Reduced |
| 2 | Holcombe Financial, Inc. | 350.9K | $13.29M | +24.2K | Added |
| 3 | Delta Investment Management, LLC | 272.2K | $10.31M | −33.7K | Reduced |
| 4 | Commonwealth Equity Services, LLC | 175.9K | $6.66M | +24.8K | Added |
| 5 | Lpl Financial LLC | 71.6K | $2.71M | +16.1K | Added |
| 6 | Apollon Wealth Management, LLC | 55.5K | $2.10M | +1.7K | Added |
| 7 | Pacific Financial Group Inc | 53.7K | $2.03M | −20.3K | Reduced |
| 8 | Stifel Financial Corp | 20.6K | $781.8K | 0 | Held |
| 9 | Fifth Third Bancorp | 16.3K | $615.9K | +16.3K | New |
| 10 | Susquehanna International Group, LLP | 12.8K | $484.8K | +12.8K | New |
14 more institutional holders on Premium
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